Profit Sharing · DOL Form 5500 · 2022

Caliute, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$2,934
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caliute, Inc. Pension Transfer Trust Plan · Sponsored by Caliute, Inc. · Utah · Finance & Insurance

$3K in assets, 1 participants

Caliute, Inc.'s Caliute, Inc. Pension Transfer Trust Plan reported $3K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

  • #45 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Caliute, Inc. Pension Transfer Trust Plan holds $3K for 1 participant - about $2,934 per participant, among the smaller plans by assets on file.

#45
in Finance & Insurance (9,261 peers)
-6.8%
assets change YoY

The plan reported a net loss of $214 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caliute, Inc. Pension Transfer Trust Plan among the smaller filed plans by assets

Caliute, Inc. Pension Transfer Trust Plan vs every filed plan by assets

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

$2,934 1st percentile higher than 1% 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

Caliute, Inc. Pension Transfer Trust 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. Caliute, Inc. Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 205815251 · Caliute, Inc. PY 2022 · Profit Sharing

Caliute, Inc. Pension Transfer Trust Plan · $3K · 1 · 1st

  • PHOTO $3K
  • PHOTO 1
  • PHOTO 1st
  • PHOTO Profit Sharing
  • PHOTO near Duff's Tools, Inc. Profit Sharing Plan
  • PHOTO ind #45

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 Utah →

Caliute, Inc. Pension Transfer Trust Plan in the asset neighbourhood

Caliute, Inc. Pension Transfer Trust PlanCaliute, Inc. Pension Transf…$3KDuff's Tools, Inc. Profit Sharing PlanDuff's Tools, Inc. Profit Sh…$3KRmd Island Enterprises, Inc. Retirement PlanRmd Island Enterprises, Inc.…$3KWestern Head Investments, Inc. Retirement Savings PlanWestern Head Investments, In…$3KJorge Ginorio Retirement Plan$3K
End-of-year total assets ($M) among Caliute, Inc. Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3K
Net Assets (End of Year)$3K
Net Income-$214
Employer EIN205815251
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caliute, Inc.)

Sponsor-wide plan assets over time

All Caliute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3K 8.759372869802318% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $3K
2023 1 1 $3K
2024 1 1 $3K

Nearby Profit Sharing Plans in Utah

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

Caliute, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Caliute, Inc. Pension Transfer Trust Plan, Total assets ($M): 0.002934 · Participants: 1Caliute, Inc. Pension Transfer Trust PlanWgu Retirement Savings Plan, Total assets ($M): 327.223731 · Participants: 7193Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 288.938777 · Participants: 2328Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanManagement & Training Corporation Retirement Plan, Total assets ($M): 162.901162 · Participants: 5762Management & Training Corporation Retirement PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 130.725371 · Participants: 229Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 109.347722 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former Employees
Caliute, Inc. Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Caliute, Inc. Pension Transfer Trust Plan side-by-side with 3 peers →

Caliute, Inc. Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Duff's Tools, Inc. Profit Sharing Plan in OH ($3K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Caliute, Inc. Pension Transfer Trust Plan assets move in 2022? ▼
Caliute, Inc. Pension Transfer Trust Plan pulled back noticeably - down 6.8% during 2022, from $3K to $3K. Reported net income was -$214.
How have Caliute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caliute, Inc.'s sponsor-wide assets grew 8.8%, from $3K to $3K.
Where does Caliute, Inc. Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Caliute, Inc. Pension Transfer Trust Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Caliute, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Duff's Tools, Inc. Profit Sharing Plan in OH ($3K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Caliute, Inc. Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 205815251.

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.