401(k) · DOL Form 5500 · 2022

Calabrio, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
457
Participants Below avg headcount
82nd
Percentile by assets National rank
$62,644
Avg per participant Low balance/head
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Official DOL plan name: Calabrio, Inc. Retirement Plan · Sponsored by Calabrio, Inc. · Minnesota · Professional & Technical Services

$29M in assets, 457 participants

Calabrio, Inc.'s Calabrio, Inc. Retirement Plan reported $29M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,847 in Professional & Technical Services (21,562 peers)

Coverage in Minnesota

Calabrio, Inc. Retirement Plan covers 457 participants in Minnesota, about 41% of the average Minnesota filer (state average ~1,126 per filing). Assets: $29M.

#17,847
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calabrio, Inc. Retirement Plan's outsized position by total assets

Calabrio, Inc. Retirement Plan vs every filed plan by assets

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

$28,628,289 Top 18% higher than 82% 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

Calabrio, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calabrio, Inc. Retirement Plan sits mid-pack in the medium band (457 participants).

DOL schedule card

Filing strip 260874583 · Calabrio, Inc. PY 2022 · 401(k)

Calabrio, Inc. Retirement Plan · $29M · 457 · 82nd

  • PHOTO $29M
  • PHOTO 457
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Care Retirement Savings Plan for Nonresident Alien Employees
  • PHOTO ind #17847

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Calabrio, Inc. Retirement Plan in the asset neighbourhood

Calabrio, Inc. Retirement PlanCalabrio, Inc. Retirement Pl…$29MCare Retirement Savings Plan for Nonresident Alien EmployeesCare Retirement Savings Plan…$29MLuna 401(k) Plan$29MGoldsboro Emergency Medical Specialists, Inc. 401(k) Profit Sharing PlanGoldsboro Emergency Medical …$29MMeadville Forging Company Profit Sharing Retirement and SavingsMeadville Forging Company Pr…$29M
End-of-year total assets ($M) among Calabrio, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN260874583
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calabrio, Inc.)

Sponsor-wide plan assets over time

All Calabrio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 34.04663128837354% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.4M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 457 $29M
2023 1 423 $35M
2024 1 317 $38M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Calabrio, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Calabrio, Inc. Retirement Plan, Total assets ($B): 0.028628289 · Participants: 457Calabrio, Inc. Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Calabrio, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Calabrio, Inc. Retirement Plan side-by-side with 3 peers →

Calabrio, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Care Retirement Savings Plan for Nonresident Alien Employees in GA ($29M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Calabrio, Inc. Retirement Plan assets move in 2022? ▼
Calabrio, Inc. Retirement Plan pulled back noticeably - down 7.8% during 2022, from $31M to $29M. Reported net income was -$2M.
How have Calabrio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calabrio, Inc.'s sponsor-wide assets grew 34.0%, from $29M to $38M.
Where does Calabrio, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Calabrio, Inc. Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Calabrio, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care Retirement Savings Plan for Nonresident Alien Employees in GA ($29M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Calabrio, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M 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 260874583.

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.