401(k) · DOL Form 5500 · 2022
Calix, Inc. 401(k) Plan
Data updated 2026-08-11
- $162M
- Total assets
- 704
- Participants
- 95th
- Percentile by assets
- $229,902
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $162M
- total plan assets (2022 EOY)
- 704
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $229,902
- avg assets per participant
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. vs the 2022 asset distribution
By assets, Calix, Inc. 401(k) Retirement Savings Plan. outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $194M |
|---|---|
| Net Assets (End of Year) | $162M |
| Net Income | -$32M |
| Employer EIN | 680438710 |
| Plan Effective Date | 1999-12-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calix, Inc.)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calix, Inc. 401(k) Retirement Savings Plan. by total assets, not by location.
- Crescent River Port Pilots' Association 401(k) Retirement Plan (LA) $162M · 167
- Spencer Fane Retirement Plan (MO) $162M · 580
- Cross Country Healthcare, Inc. 401(k) Plan (FL) $162M · 22,985
- Thrift Plan for Employees of the American Bar Association and Affiliates (IL) $162M · 1,126
Frequently Asked Questions
How did Calix, Inc. 401(k) Retirement Savings Plan. assets move in 2022? ▼
How have Calix, Inc. plan assets changed over time? ▼
Where does Calix, Inc. 401(k) Retirement Savings Plan. rank by assets among Form 5500 filers? ▼
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Ways to act on Calix, Inc. 401(k) Retirement Savings Plan.'s numbers.
- By total assets, Calix, Inc. 401(k) Retirement Savings Plan. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Calix, Inc.'s sponsor-wide assets have grown 58.5% since 2022 across 3 plan years on file. More Manufacturing plans