401(k) · DOL Form 5500 · 2022
Wand Newco 3, Inc. 401(k) Plan
Data updated 2026-08-11
- $513M
- Total assets
- 23,596
- Participants
- 98th
- Percentile by assets
- $21,728
- Avg per participant
Official DOL plan name: Caliber Holdings Corporation Retirement Savings Plan · Sponsored by Wand Newco 3, Inc. · Texas · Other Services
$513M in assets, 23,596 participants
Wand Newco 3, Inc.'s Caliber Holdings Corporation Retirement Savings Plan reported $513M in total assets and 23,596 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,360 in Other Services (8,398 peers)
Coverage in Texas
Caliber Holdings Corporation Retirement Savings Plan covers 23,596 participants in Texas, 34x the typical Texas plan (state average ~688 per filing). Assets: $513M.
- $513M
- total plan assets (2022 EOY)
- 23,596
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $21,728
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Caliber Holdings Corporation Retirement Savings Plan reports 23,596 participants - 34x that state average ($513M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $528M |
|---|---|
| Net Assets (End of Year) | $513M |
| Net Income | -$15M |
| Employer EIN | 822856885 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wand Newco 3, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23,596 | $513M |
| 2023 | 1 | 27,270 | $695M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caliber Holdings Corporation Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caliber Holdings Corporation Retirement Savings Plan by total assets, not by location.
- Universal Orlando 401(k) Retirement Plan (FL) $513M · 15,871
- Renown Health Retirement Savings Plan (NV) $513M · 4,578
- Mahle 401(k) Plan (MI) $513M · 4,613
- Arch Resources, Inc. 401(k) Plan (MO) $512M · 3,225
Frequently Asked Questions
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Filing takeaways
Ways to act on Caliber Holdings Corporation Retirement Savings Plan's numbers.
- By total assets, Caliber Holdings Corporation 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 Texas. Compare plans
- Wand Newco 3, Inc.'s sponsor-wide assets have grown 35.6% since 2022 across 2 plan years on file. More Other Services plans