401(k) · DOL Form 5500 · 2022
Calton Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $192K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $38,423
- Avg per participant Low balance/head
Official DOL plan name: Calton Group Retirement Plan · Sponsored by Calton Group, Inc. · North Carolina · Finance & Insurance
$192K in assets, 5 participants
Calton Group, Inc.'s Calton Group Retirement Plan reported $192K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #601 in Finance & Insurance (9,261 peers)
Calton Group, Inc. multi-year trail
Calton Group, Inc.'s plans moved +152.6% in assets from 2022 to 2024; this filing shows Calton Group Retirement Plan at $192K / 5 participants.
- #601
- in Finance & Insurance (9,261 peers)
- +8.4%
- assets growth YoY
Calton Group Retirement Plan among the smaller filed plans by assets
Calton Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$192,115 10th percentile higher than 10% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Calton Group Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calton Group Retirement Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 843763572 · Calton Group, Inc. PY 2022 · 401(k)
Calton Group Retirement Plan · $192K · 5 · 10th
- ASSETS $192K
- ASSETS 5
- ASSETS 10th
- ASSETS 401(k)
- ASSETS near Wooten Marshall Property Management Retirement Plan
- ASSETS ind #601
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Calton Group Retirement Plan in the asset neighbourhood
Calton Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Calton Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $485K 152.55810321942587% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $192K |
| 2023 | 1 | 4 | $418K |
| 2024 | 1 | 4 | $485K |
Calton Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $177K |
|---|---|
| Net Assets (End of Year) | $192K |
| Net Income | $15K |
| Employer EIN | 843763572 |
| Plan Effective Date | 2019-11-22 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Calton Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Wooten Marshall Property Management Retirement Plan in TX ($192K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($192K here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.