401(k) · DOL Form 5500 · 2022

Calix, Inc. 401(k) Plan

Data updated 2026-08-25

$162M
Total assets Near avg plan size
704
Participants Below avg headcount
95th
Percentile by assets National rank
$229,902
Avg per participant Above avg balance/head
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Official DOL plan name: Calix, Inc. 401(k) Retirement Savings Plan. · Sponsored by Calix, Inc. · California · Manufacturing

$162M in assets, 704 participants

Calix, Inc.'s Calix, Inc. 401(k) Retirement Savings Plan. reported $162M in total assets and 704 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,955 in Manufacturing (20,602 peers)

Where Calix, Inc. 401(k) Retirement Savings Plan. sits by assets

Calix, Inc. 401(k) Retirement Savings Plan. sits in the top 5% of all filed plans by assets, $162M for 704 participants (~$229,902/participant), down 16.6% in 2022.

#18,955
in Manufacturing (20,602 peers)
-16.6%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calix, Inc. 401(k) Retirement Savings Plan.'s outsized position by total assets

Calix, Inc. 401(k) Retirement Savings Plan. vs every filed plan by assets

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

$161,851,257 Top 5% higher than 95% 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

Calix, Inc. 401(k) Retirement Savings 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. Calix, Inc. 401(k) Retirement Savings Plan. sits mid-pack in the medium band (704 participants).

Published 5500 schedule card

Filing strip 680438710 · Calix, Inc. PY 2022 · 401(k)

Calix, Inc. 401(k) Retirement Savings Plan. · $162M · 704 · 95th

  • TYPE $162M
  • NET 704
  • BOOK 95th
  • VS-ST 401(k)
  • BOY near Crescent River Port Pilots' Association 401(k) Retirement Plan
  • SCH ind #18955

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 Manufacturing retirement plans → · Plans in California →

Calix, Inc. 401(k) Retirement Savings Plan. in the asset neighbourhood

Cross Country Healthcare, Inc. 401(k) PlanCross Country Healthcare, In…$162MCalix, Inc. 401(k) Retirement Savings Plan.Calix, Inc. 401(k) Retiremen…$162MCrescent River Port Pilots' Association 401(k) Retirement PlanCrescent River Port Pilots' …$162MSpencer Fane Retirement Plan$162MThrift Plan for Employees of the American Bar Association and AffiliatesThrift Plan for Employees of…$162M
End-of-year total assets ($M) among Calix, Inc. 401(k) Retirement Savings Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$194M
Net Assets (End of Year)$162M
Net Income-$32M
Employer EIN680438710
Plan Effective Date1999-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Calix, Inc.)

Sponsor-wide plan assets over time

All Calix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 58.498552161383586% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $162M $257M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 704 $162M
2023 1 929 $215M
2024 1 1,054 $257M

Nearby 401(k) Plans in California

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

Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calix, Inc. 401(k) Retirement Savings Plan., Total assets ($B): 0.161851257 · Participants: 704Calix, Inc. 401(k) Retirement Savings Plan.Wells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants
Compare Calix, Inc. 401(k) Retirement Savings Plan. side-by-side with 3 peers →

Calix, Inc. 401(k) Retirement Savings Plan.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crescent River Port Pilots' Association 401(k) Retirement Plan in LA ($162M); by covered participants it is K.L.N. Enterprises, Inc. 401(k) Salary Reduction Plan and Trust in MN (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Calix, Inc. 401(k) Retirement Savings Plan. assets move in 2022? ▼
Calix, Inc. 401(k) Retirement Savings Plan. declined sharply - down 16.6% during 2022, from $194M to $162M. Reported net income was -$32M.
How have Calix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calix, Inc.'s sponsor-wide assets grew 58.5%, from $162M to $257M.
Where does Calix, Inc. 401(k) Retirement Savings Plan. rank by assets among Form 5500 filers? ▼
Calix, Inc. 401(k) Retirement Savings Plan. ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by assets is Crescent River Port Pilots' Association 401(k) Retirement Plan in LA ($162M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is K.L.N. Enterprises, Inc. 401(k) Salary Reduction Plan and Trust in MN (704 participants, $44M 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 680438710.

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.