401(k) · DOL Form 5500 · 2022
Caliber Public Schools 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $19,553
- Avg per participant Low balance/head
Official DOL plan name: Caliber Public Schools 401(k) Profit Sharing Plan and Trust · Sponsored by Caliber Public Schools · California · Educational Services
$4M in assets, 218 participants
Caliber Public Schools's Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #1,324 in Educational Services (4,024 peers)
Coverage in California
Caliber Public Schools 401(k) Profit Sharing Plan and Trust covers 218 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $4M.
- #1,324
- in Educational Services (4,024 peers)
- +0.3%
- assets growth YoY
Caliber Public Schools 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Educational Services and all filers
Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,262,629 47th percentile higher than 47% 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
Caliber Public Schools 401(k) Profit Sharing Plan and Trust 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. Caliber Public Schools 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (218 participants).
DOL schedule card
Filing strip 461219795 · Caliber Public Schools PY 2022 · 401(k)
Caliber Public Schools 401(k) Profit Sharing Plan and Trust · $4M · 218 · 47th
- PART $4M
- TYPE 218
- NET 47th
- BOOK 401(k)
- VS-ST near Tenstorrent USA Inc 401(k) Plan
- BOY ind #1324
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 Educational Services retirement plans → · Plans in California →
Caliber Public Schools 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $13K |
| Employer EIN | 461219795 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caliber Public Schools)
Sponsor-wide plan assets over time
All Caliber Public Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 77.49327938227793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $4M |
| 2023 | 1 | 231 | $6M |
| 2024 | 1 | 214 | $8M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Caliber Public Schools 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Tenstorrent USA Inc 401(k) Plan in TX ($4M); by covered participants it is Merfish United 401(k) Plan in MA (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Merfish United 401(k) Plan (MA) 218 · 0 off
- Hccs 401(k) Plan (FL) 218 · 0 off
- Care Partners Assisted Living Retirement Plan (WI) 218 · 0 off
- Attane, Inc. Retirement Savings Plan (MO) 218 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.