401(k) · DOL Form 5500 · 2022

Dilts Macary & Calvin, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$317,735
Avg per participant High balance/head
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Official DOL plan name: Dilts Macary & Calvin, LLC 401(k) Plan and Trust · Sponsored by Dilts Macary & Calvin, LLC · Pennsylvania · Professional & Technical Services

$3M in assets, 8 participants

Dilts Macary & Calvin, LLC's Dilts Macary & Calvin, LLC 401(k) Plan and Trust reported $3M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,434 in Professional & Technical Services (21,562 peers)

Dilts Macary & Calvin, LLC multi-year trail

Dilts Macary & Calvin, LLC's plans moved +44.4% in assets from 2022 to 2024; this filing shows Dilts Macary & Calvin, LLC 401(k) Plan and Trust at $3M / 8 participants.

#7,434
in Professional & Technical Services (21,562 peers)
-5.8%
assets change YoY

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dilts Macary & Calvin, LLC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Dilts Macary & Calvin, LLC 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,541,880 38th percentile higher than 38% of 139,123 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 2022

Dilts Macary & Calvin, LLC 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dilts Macary & Calvin, LLC 401(k) Plan and Trust is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 232484485 · Dilts Macary & Calvin, LLC PY 2022 · 401(k)

Dilts Macary & Calvin, LLC 401(k) Plan and Trust · $3M · 8 · 38th

  • PART $3M
  • PART 8
  • PART 38th
  • PART 401(k)
  • PART near Marpai Inc 401(k) Profit Sharing Plan & Trust
  • PART ind #7434

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Dilts Macary & Calvin, LLC 401(k) Plan and Trust in the asset neighbourhood

Dilts Macary & Calvin, LLC 401(k) Plan and TrustDilts Macary & Calvin, LLC 4…$3MMarpai Inc 401(k) Profit Sharing Plan & TrustMarpai Inc 401(k) Profit Sha…$3MAssociated Physical & Occupational Therapists 401(k) Profit Sharing Plan & TrustAssociated Physical & Occupa…$3MWest Quality Food Service, Inc. 401(k) Retirement Savings PlanWest Quality Food Service, I…$3MOak View Farms, L.L.C. 401(k) PlanOak View Farms, L.L.C. 401(k…$3M
End-of-year total assets ($M) among Dilts Macary & Calvin, LLC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dilts Macary & Calvin, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dilts Macary & Calvin, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.40484995357767% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.54M $3.67M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 6 $3M
2024 1 7 $4M

Dilts Macary & Calvin, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$157K
Employer EIN232484485
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Dilts Macary & Calvin, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Dilts Macary & Calvin, LLC 401(k) Plan and Trust, Total assets ($B): 0.00254188 · Participants: 8Dilts Macary & Calvin, LLC 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Dilts Macary & Calvin, LLC 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Dilts Macary & Calvin, LLC 401(k) Plan and Trust side-by-side with 3 peers →

Dilts Macary & Calvin, LLC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Marpai Inc 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dilts Macary & Calvin, LLC 401(k) Plan and Trust assets move in 2022? ▼
Dilts Macary & Calvin, LLC 401(k) Plan and Trust pulled back noticeably - down 5.8% during 2022, from $3M to $3M. Reported net income was -$157K.
How have Dilts Macary & Calvin, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dilts Macary & Calvin, LLC's sponsor-wide assets grew 44.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Dilts Macary & Calvin, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marpai Inc 401(k) Profit Sharing Plan & Trust in FL ($3M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Dilts Macary & Calvin, LLC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232484485.

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.