401(k) · DOL Form 5500 · 2022

Wand Newco 3, Inc. 401(k) Plan

Data updated 2026-08-25

$513M
Total assets Above avg plan size
23,596
Participants Very large workforce
98th
Percentile by assets National rank
$21,728
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,360
in Other Services (8,398 peers)
-2.9%
assets change YoY
5.1×
vs typical plan assets (national mean)

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.

Caliber Holdings Corporation Retirement Savings Plan's outsized position by total assets

Caliber Holdings Corporation Retirement Savings Plan vs every filed plan by assets

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

$512,690,175 Top 2% higher than 98% 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

Caliber Holdings Corporation Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caliber Holdings Corporation Retirement Savings Plan is a mega filing (23,596 participants), the rightmost band on the breakdown.

Published 5500 schedule card

Filing strip 822856885 · Wand Newco 3, Inc. PY 2022 · 401(k)

Caliber Holdings Corporation Retirement Savings Plan · $513M · 23,596 · 98th

  • BOOK $513M
  • BOOK 23,596
  • BOOK 98th
  • BOOK 401(k)
  • BOOK near Universal Orlando 401(k) Retirement Plan
  • BOOK ind #8360

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 Other Services retirement plans → · Plans in Texas →

Caliber Holdings Corporation Retirement Savings Plan in the asset neighbourhood

Mahle 401(k) Plan$513MRenown Health Retirement Savings PlanRenown Health Retirement Sav…$513MCaliber Holdings Corporation Retirement Savings PlanCaliber Holdings Corporation…$513MUniversal Orlando 401(k) Retirement PlanUniversal Orlando 401(k) Ret…$513MArch Resources, Inc. 401(k) PlanArch Resources, Inc. 401(k) …$512M
End-of-year total assets ($M) among Caliber Holdings Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$528M
Net Assets (End of Year)$513M
Net Income-$15M
Employer EIN822856885
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wand Newco 3, Inc.)

Sponsor-wide plan assets over time

All Wand Newco 3, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$695M 35.6057769197547% vs 2022
2023 filing year
$400M$500M$600M$700M$800M 20222023 $513M $695M ▲ +35.6%
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 Scatter plot of 6 data points. 050000100000150000200000 -10010203040 Total assets ($B) Participants Caliber Holdings Corporation Retirement Savings Plan, Total assets ($B): 0.512690175 · Participants: 23596Caliber Holdings Corporation Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Caliber Holdings Corporation Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caliber Holdings Corporation Retirement Savings Plan side-by-side with 3 peers →

Caliber Holdings Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Universal Orlando 401(k) Retirement Plan in FL ($513M); by covered participants it is Performance Food Group Employee Savings Plan in VA (23,511 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($513M here).

Similar participant headcount

Nearest other-state filings by covered participants (23,596 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 Caliber Holdings Corporation Retirement Savings Plan assets move in 2022? ▼
Caliber Holdings Corporation Retirement Savings Plan edged down modestly - down 2.9% during 2022, from $528M to $513M. Reported net income was -$15M.
How have Wand Newco 3, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wand Newco 3, Inc.'s sponsor-wide assets grew 35.6%, from $513M to $695M.
Where does Caliber Holdings Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Caliber Holdings Corporation Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Caliber Holdings Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Orlando 401(k) Retirement Plan in FL ($513M, 15,871 participants).
Which 401(k) plans cover a similar participant headcount to Caliber Holdings Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Performance Food Group Employee Savings Plan in VA (23,511 participants, $1.4B 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 822856885.

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.