401(k) · DOL Form 5500 · 2022

Calamos Investments LLC 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
359
Participants Below avg headcount
94th
Percentile by assets National rank
$405,723
Avg per participant High balance/head
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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.

  • #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.

#8,416
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Calamos Profit Sharing 401(k) Plan's outsized position by total assets

Calamos Profit Sharing 401(k) Plan vs every filed plan by assets

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

$145,654,453 Top 6% higher than 94% 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

Calamos Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calamos Profit Sharing 401(k) Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 201768357 · Calamos Investments LLC PY 2022 · 401(k)

Calamos Profit Sharing 401(k) Plan · $146M · 359 · 94th

  • 5500 $146M
  • ASSETS 359
  • PCT 94th
  • EIN 401(k)
  • RANK near Eclinicalworks Profit Sharing 401(k) Plan
  • PHOTO ind #8416

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 Illinois →

Calamos Profit Sharing 401(k) Plan in the asset neighbourhood

Anesthesia Practice Consultants, P.C. Savings and Retirement PlanAnesthesia Practice Consulta…$146MEclinicalworks Profit Sharing 401(k) PlanEclinicalworks Profit Sharin…$146MCalamos Profit Sharing 401(k) PlanCalamos Profit Sharing 401(k…$146MSports, Hospitality and Entertainment 401(k) PlanSports, Hospitality and Ente…$146MEmbraer Aircraft Holding, Inc. 401(k) Retirement PlanEmbraer Aircraft Holding, In…$146M
End-of-year total assets ($M) among Calamos Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$171M
Net Assets (End of Year)$146M
Net Income-$25M
Employer EIN201768357
Plan Effective Date1987-09-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Calamos Investments LLC)

Sponsor-wide plan assets over time

All Calamos Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$200M 37.30544715992995% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $146M $200M ▲ +37.3%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Calamos Profit Sharing 401(k) Plan, Total assets ($B): 0.145654453 · Participants: 359Calamos Profit Sharing 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Calamos Profit Sharing 401(k) Plan side-by-side with 3 peers →

Calamos Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Eclinicalworks Profit Sharing 401(k) Plan in MA ($146M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Calamos Profit Sharing 401(k) Plan assets move in 2022? ▼
Calamos Profit Sharing 401(k) Plan pulled back noticeably - down 14.6% during 2022, from $171M to $146M. Reported net income was -$25M.
How have Calamos Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calamos Investments LLC's sponsor-wide assets grew 37.3%, from $146M to $200M.
Where does Calamos Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Calamos Profit Sharing 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eclinicalworks Profit Sharing 401(k) Plan in MA ($146M, 1,372 participants).
Which 401(k) plans cover a similar participant headcount to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M 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 201768357.

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.