401(k) · DOL Form 5500 · 2022

Callfire, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
98
Participants Small participant base
46th
Percentile by assets National rank
$41,279
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Callfire, Inc. Retirement Trust · Sponsored by Callfire, Inc. · California · Professional & Technical Services

$4M in assets, 98 participants

Callfire, Inc.'s Callfire, Inc. Retirement Trust reported $4M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,444 in Professional & Technical Services (21,562 peers)

Callfire, Inc. multi-year trail

Callfire, Inc.'s plans moved +87.6% in assets from 2022 to 2024; this filing shows Callfire, Inc. Retirement Trust at $4M / 98 participants.

#9,444
in Professional & Technical Services (21,562 peers)
-22.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Callfire, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Callfire, Inc. Retirement Trust vs every filed plan by assets

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

$4,045,354 46th percentile higher than 46% 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

Callfire, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Callfire, Inc. Retirement Trust is a small filing (98 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 861122837 · Callfire, Inc. PY 2022 · 401(k)

Callfire, Inc. Retirement Trust · $4M · 98 · 46th

  • IND $4M
  • IND 98
  • IND 46th
  • IND 401(k)
  • IND near Kinsley's Market 401(k) Plan
  • IND ind #9444

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 California →

Callfire, Inc. Retirement Trust in the asset neighbourhood

Callfire, Inc. Retirement TrustCallfire, Inc. Retirement Tr…$4MKinsley's Market 401(k) Plan$4MArmaly Brands 401(k) Plan$4MPresbyterian Homes of Georgia Retirement PlanPresbyterian Homes of Georgi…$4MC.H. Hanson Co. Employees Profit Sharing & 401(k) Savings PlanC.H. Hanson Co. Employees Pr…$4M
End-of-year total assets ($M) among Callfire, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Callfire, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Callfire, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 87.61141793771324% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $4.05M $7.59M ▲ +87.4%
Year Plans Participants Total Assets
2022 1 98 $4M
2023 1 82 $6M
2024 1 75 $8M

Callfire, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN861122837
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Callfire, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Callfire, Inc. Retirement Trust, Total assets ($B): 0.004045354 · Participants: 98Callfire, Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Callfire, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Kinsley's Market 401(k) Plan in PA ($4M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Callfire, Inc. Retirement Trust assets move in 2022?
Callfire, Inc. Retirement Trust declined sharply - down 22.7% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Callfire, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Callfire, Inc.'s sponsor-wide assets grew 87.6%, from $4M to $8M.
Which 401(k) plans are similar in size to Callfire, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Kinsley's Market 401(k) Plan in PA ($4M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Callfire, Inc. Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A in assets).