401(k) · DOL Form 5500 · 2022
Calvillo's Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $239K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $119,609
- Avg per participant Near avg balance/head
Official DOL plan name: Calvillo's Investments Plan · Sponsored by Calvillo's Investments, Inc. · Texas · Finance & Insurance
$239K in assets, 2 participants
Calvillo's Investments, Inc.'s Calvillo's Investments Plan reported $239K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #679 in Finance & Insurance (9,261 peers)
Calvillo's Investments, Inc. multi-year trail
Calvillo's Investments, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Calvillo's Investments Plan at $239K / 2 participants.
- #679
- in Finance & Insurance (9,261 peers)
- +15.3%
- assets growth YoY
Calvillo's Investments Plan among the smaller filed plans by assets
Calvillo's Investments Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$239,218 12th percentile higher than 12% 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
Calvillo's Investments Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvillo's Investments Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 472256330 · Calvillo's Investments, Inc. PY 2022 · 401(k)
Calvillo's Investments Plan · $239K · 2 · 12th
- 5500 $239K
- ASSETS 2
- PCT 12th
- EIN 401(k)
- RANK near Kdc Home Health Care Services Corp 401(k) Plan
- PHOTO ind #679
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 Texas →
Calvillo's Investments Plan in the asset neighbourhood
Calvillo's Investments, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Calvillo's Investments, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $278K 16.138417677599513% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $239K |
| 2023 | 1 | 2 | $249K |
| 2024 | 1 | 2 | $278K |
Calvillo's Investments, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $207K |
|---|---|
| Net Assets (End of Year) | $239K |
| Net Income | $32K |
| Employer EIN | 472256330 |
| Plan Effective Date | 2014-11-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Calvillo's Investments Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kdc Home Health Care Services Corp 401(k) Plan in AZ ($239K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.