401(k) · DOL Form 5500 · 2022
Calvert Street Capital Partners, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $255,320
- Avg per participant Above avg balance/head
Official DOL plan name: Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvert Street Capital Partners, Inc. · Maryland · Finance & Insurance
$4M in assets, 17 participants
Calvert Street Capital Partners, Inc.'s Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,054 in Finance & Insurance (9,261 peers)
Calvert Street Capital Partners, Inc. multi-year trail
Calvert Street Capital Partners, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan at $4M / 17 participants.
- #3,054
- in Finance & Insurance (9,261 peers)
- -7.4%
- assets change YoY
The plan reported a net loss of $348K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,340,443 48th percentile higher than 48% 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
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
DOL schedule card
Filing strip 521930752 · Calvert Street Capital Partners, Inc. PY 2022 · 401(k)
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · $4M · 17 · 48th
- BOOK $4M
- BOOK 17
- BOOK 48th
- BOOK 401(k)
- BOOK near Draper Retirement Plan and Trust
- BOOK ind #3054
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 Maryland →
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Calvert Street Capital Partners, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Calvert Street Capital Partners, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 37.49389175252388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $4M |
| 2023 | 1 | 18 | $5M |
| 2024 | 1 | 19 | $6M |
Calvert Street Capital Partners, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$348K |
| Employer EIN | 521930752 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Draper Retirement Plan and Trust in MA ($4M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.