401(k) · DOL Form 5500 · 2024

Minot Vocational Adjustment Workshop D/B/a Kalix 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
274
Participants Below avg headcount
74th
Percentile by assets National rank
$92,099
Avg per participant Below avg balance/head
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Official DOL plan name: Kalix Retirement Plan · Sponsored by Minot Vocational Adjustment Workshop D/B/a Kalix · North Dakota · Healthcare & Social Assistance

$25M in assets, 274 participants

Minot Vocational Adjustment Workshop D/B/a Kalix's Kalix Retirement Plan reported $25M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 74th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,260 in Healthcare & Social Assistance (16,916 peers)

Minot Vocational Adjustment Workshop D/B/a Kalix multi-year trail

Minot Vocational Adjustment Workshop D/B/a Kalix's plans moved +27.5% in assets from 2022 to 2024; this filing shows Kalix Retirement Plan at $25M / 274 participants.

#13,260
in Healthcare & Social Assistance (16,916 peers)
+13.7%
assets growth YoY

Kalix Retirement Plan's outsized position by total assets

Kalix Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,235,061 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Kalix Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalix Retirement Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kalix Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kalix Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Kalix Retirement Plan reported participants fell from 279 in the plan year 2023 filing to 274 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 450313122 · Minot Vocational Adjustment Workshop D/B/a Kalix PY 2024 · 401(k)

Kalix Retirement Plan · $25M · 274 · 74th

  • IND $25M
  • EOY 274
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Brown Gibbons Lang & Co LLC 401(k) Savings Plan
  • EIN ind #13260

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Kalix Retirement Plan in the asset neighbourhood

Kalix Retirement Plan$25MMarriott International, Inc. Puerto Rico Retirement PlanMarriott International, Inc.…$25MLuminate Home Loans Retirement PlanLuminate Home Loans Retireme…$25MUnited Pacific 401(k) Plan$25MBrown Gibbons Lang & Co LLC 401(k) Savings PlanBrown Gibbons Lang & Co LLC …$25M
End-of-year total assets ($M) among Kalix Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minot Vocational Adjustment Workshop D/B/a Kalix multi-year asset trail

Sponsor-wide plan assets over time

All Minot Vocational Adjustment Workshop D/B/a Kalix plans reported in each filing year

Latest sponsor-wide plan assets
$25M 27.48940845209034% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.8M $25.2M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 313 $20M
2023 1 279 $22M
2024 1 274 $25M

Minot Vocational Adjustment Workshop D/B/a Kalix filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN450313122
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Dakota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Kalix Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Kalix Retirement Plan, Total assets ($B): 0.025235061 · Participants: 274Kalix Retirement PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Kalix Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants
Compare Kalix Retirement Plan side-by-side with 3 peers →

Kalix Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Brown Gibbons Lang & Co LLC 401(k) Savings Plan in OH ($25M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kalix Retirement Plan assets move in 2024? ▼
Kalix Retirement Plan grew at a solid clip - up 13.7% during 2024, from $22M to $25M. Reported net income was $3M.
How have Minot Vocational Adjustment Workshop D/B/a Kalix plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Minot Vocational Adjustment Workshop D/B/a Kalix's sponsor-wide assets grew 27.5%, from $20M to $25M.
Which 401(k) plans are similar in size to Kalix Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown Gibbons Lang & Co LLC 401(k) Savings Plan in OH ($25M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Kalix Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 450313122.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.