401(k) · DOL Form 5500 · 2022
Calamos Investments LLC 401(k) Plan
Data updated 2026-08-11
- $146M
- Total assets
- 359
- Participants
- 94th
- Percentile by assets
- $405,723
- Avg per participant
Official DOL plan name: Calamos Profit Sharing 401(k) Plan · Sponsored by Calamos Investments LLC · Illinois · Finance & Insurance
$146M in assets, 359 participants
Calamos Investments LLC's Calamos Profit Sharing 401(k) Plan reported $146M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,416 in Finance & Insurance (9,261 peers)
Coverage in Illinois
Calamos Profit Sharing 401(k) Plan covers 359 participants in Illinois, about 46% of the average Illinois filer (state average ~779 per filing). Assets: $146M.
- $146M
- total plan assets (2022 EOY)
- 359
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $405,723
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Calamos Profit Sharing 401(k) Plan reports 359 participants - about 46% of that state average ($146M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | -$25M |
| Employer EIN | 201768357 |
| Plan Effective Date | 1987-09-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calamos Investments LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $146M |
| 2023 | 1 | 368 | $172M |
| 2024 | 1 | 397 | $200M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calamos Profit Sharing 401(k) Plan by total assets, not by location.
- Eclinicalworks Profit Sharing 401(k) Plan (MA) $146M · 1,372
- Sports, Hospitality and Entertainment 401(k) Plan (TX) $146M · 9,450
- Embraer Aircraft Holding, Inc. 401(k) Retirement Plan (FL) $146M · 1,844
- Anesthesia Practice Consultants, P.C. Savings and Retirement Plan (MI) $146M · 237
Frequently Asked Questions
How did Calamos Profit Sharing 401(k) Plan assets move in 2022? ▼
How have Calamos Investments LLC plan assets changed over time? ▼
Where does Calamos Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Calamos Profit Sharing 401(k) Plan? ▼
Next read for Calamos Profit Sharing 401(k) Plan
Filing takeaways
Ways to act on Calamos Profit Sharing 401(k) Plan's numbers.
- By total assets, Calamos Profit Sharing 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Calamos Investments LLC's sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Finance & Insurance plans