401(k) · DOL Form 5500 · 2022

CALLRAIL 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
297
Participants Below avg headcount
71st
Percentile by assets National rank
$46,651
Avg per participant Low balance/head
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Official DOL plan name: Callrail 401(k) Plan · Sponsored by CALLRAIL · Georgia · Information & Media

$14M in assets, 297 participants

CALLRAIL's Callrail 401(k) Plan reported $14M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,752 in Information & Media (2,911 peers)

Coverage in Georgia

Callrail 401(k) Plan covers 297 participants in Georgia, about 27% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#1,752
in Information & Media (2,911 peers)
+1.6%
assets growth YoY

Callrail 401(k) Plan's outsized position by total assets

Callrail 401(k) Plan vs every filed plan by assets

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

$13,855,318 Top 29% higher than 71% 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

Callrail 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. Callrail 401(k) Plan sits mid-pack in the medium band (297 participants).

Form 5500 schedule snapshot

Filing strip 472866426 · CALLRAIL PY 2022 · 401(k)

Callrail 401(k) Plan · $14M · 297 · 71st

  • RANK $14M
  • RANK 297
  • RANK 71st
  • RANK 401(k)
  • RANK near Proponent 401(k) Retirement Savings Plan
  • RANK ind #1752

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 Information & Media retirement plans → · Plans in Georgia →

Callrail 401(k) Plan in the asset neighbourhood

Callrail 401(k) Plan$14MGrand Performer Inc. 401(k) PlanGrand Performer Inc. 401(k) …$14MProponent 401(k) Retirement Savings PlanProponent 401(k) Retirement …$14MMid-South Wire Company Profit Sharing PlanMid-South Wire Company Profi…$14MRoach Howard Smith & Barton, Inc. 401(k) Profit Sharing PlanRoach Howard Smith & Barton,…$14M
End-of-year total assets ($M) among Callrail 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$221K
Employer EIN472866426
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CALLRAIL)

Sponsor-wide plan assets over time

All CALLRAIL plans reported in each filing year

Latest sponsor-wide plan assets
$24M 74.90243096549642% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.9M $24.2M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 297 $14M
2023 1 311 $19M
2024 1 269 $24M

Nearby 401(k) Plans in Georgia

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

Callrail 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Callrail 401(k) Plan, Total assets ($B): 0.013855318 · Participants: 297Callrail 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Callrail 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is Proponent 401(k) Retirement Savings Plan in CA ($14M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Callrail 401(k) Plan assets move in 2022?
Callrail 401(k) Plan edged up modestly - up 1.6% during 2022, from $14M to $14M. Reported net income was $221K.
How have CALLRAIL plan assets changed over time?
Across 3 plan years on file (2022-2024), CALLRAIL's sponsor-wide assets grew 74.9%, from $14M to $24M.
Which 401(k) plans are similar in size to Callrail 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Proponent 401(k) Retirement Savings Plan in CA ($14M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Callrail 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants, N/A in assets).