ESOP · DOL Form 5500 · 2022

Calpico, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
33rd
Percentile by assets National rank
$109,110
Avg per participant Below avg balance/head
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Official DOL plan name: Calpico, Inc. Employee Stock Ownership Plan · Sponsored by Calpico, Inc. · California · Wholesale Trade

$2M in assets, 17 participants

Calpico, Inc.'s Calpico, Inc. Employee Stock Ownership Plan reported $2M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,393 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Calpico, Inc. Employee Stock Ownership Plan holds $2M for 17 participants - about $109,110 per participant, in the lower half of filed plans by assets.

#1,393
in Wholesale Trade (6,843 peers)
-7.6%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calpico, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Calpico, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,854,878 33rd percentile higher than 33% 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

Calpico, Inc. Employee Stock Ownership 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. Calpico, Inc. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941545667 · Calpico, Inc. PY 2022 · ESOP

Calpico, Inc. Employee Stock Ownership Plan · $2M · 17 · 33rd

  • EBSA $2M
  • EBSA 17
  • EBSA 33rd
  • EBSA ESOP
  • EBSA near Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan
  • EBSA ind #1393

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 What is an ESOP? → · Plans in California →

Calpico, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership PlanOldson's Plumbing, Heating &…$2MCalpico, Inc. Employee Stock Ownership PlanCalpico, Inc. Employee Stock…$2MCarroll Apothecary, Inc. Employee Stock Ownership PlanCarroll Apothecary, Inc. Emp…$2MBuilders Steel Company Employee Stock Ownership Plan and TrustBuilders Steel Company Emplo…$2MH & C Tool Supply Corp. Employee Stock Ownership PlanH & C Tool Supply Corp. Empl…$2M
End-of-year total assets ($M) among Calpico, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$154K
Employer EIN941545667
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calpico, Inc.)

Sponsor-wide plan assets over time

All Calpico, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $1.85M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 17 N/A

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Calpico, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Calpico, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001854878 · Participants: 17Calpico, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Calpico, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Calpico, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Calpico, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan in IA ($2M); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Calpico, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Calpico, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.6% during 2022, from $2M to $2M. Reported net income was -$154K.
Which ESOP plans are similar in size to Calpico, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Oldson's Plumbing, Heating & Air Conditioning, Inc. Employee Stock Ownership Plan in IA ($2M, 8 participants).
Which ESOP plans cover a similar participant headcount to Calpico, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants, N/A 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 941545667.

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.