401(k) · DOL Form 5500 · 2022

Caltrol, Inc 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
275
Participants Below avg headcount
79th
Percentile by assets National rank
$84,368
Avg per participant Below avg balance/head
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Official DOL plan name: Caltrol, Inc. 401(k) Savings Plan · Sponsored by Caltrol, Inc · Nevada · Wholesale Trade

$23M in assets, 275 participants

Caltrol, Inc's Caltrol, Inc. 401(k) Savings Plan reported $23M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,346 in Wholesale Trade (6,843 peers)

Coverage in Nevada

Caltrol, Inc. 401(k) Savings Plan covers 275 participants in Nevada, about 43% of the average Nevada filer (state average ~636 per filing). Assets: $23M.

#5,346
in Wholesale Trade (6,843 peers)
-6.7%
assets change YoY
0.2×
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.

Caltrol, Inc. 401(k) Savings Plan's outsized position by total assets

Caltrol, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$23,201,102 Top 21% higher than 79% 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

Caltrol, Inc. 401(k) Savings 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. Caltrol, Inc. 401(k) Savings Plan sits mid-pack in the medium band (275 participants).

Published 5500 schedule card

Filing strip 953926313 · Caltrol, Inc PY 2022 · 401(k)

Caltrol, Inc. 401(k) Savings Plan · $23M · 275 · 79th

  • IND $23M
  • IND 275
  • IND 79th
  • IND 401(k)
  • IND near Umc Physicians 401(k) Plan
  • IND ind #5346

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 Wholesale Trade retirement plans → · Plans in Nevada →

Caltrol, Inc. 401(k) Savings Plan in the asset neighbourhood

Tpc Wire & Cable Corp. 401(k) Retirement Savings PlanTpc Wire & Cable Corp. 401(k…$23MForan Glennon Palandech Ponzi & Rudloff, PC Profit Sharing 401(k) PlanForan Glennon Palandech Ponz…$23MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$23MUmc Physicians 401(k) Plan$23MCarolina Asthma & Allergy Center, PA 401(k) PlanCarolina Asthma & Allergy Ce…$23M
End-of-year total assets ($M) among Caltrol, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nevada filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN953926313
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caltrol, Inc)

Sponsor-wide plan assets over time

All Caltrol, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 39.93728401349212% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $32.5M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 275 $23M
2023 1 287 $27M
2024 1 320 $32M

Nearby 401(k) Plans in Nevada

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

Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.52 Total assets ($B) Participants Caltrol, Inc. 401(k) Savings Plan, Total assets ($B): 0.023201102 · Participants: 275Caltrol, Inc. 401(k) Savings PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 1.74979961 · Participants: 29398The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.681748272 · Participants: 41227Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.028962022 · Participants: 6733Barrick Retirement PlanSierra Nevada Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.879465087 · Participants: 4612Sierra Nevada Corporation 401(k) Profit Sharing PlanNv Energy 401(k) Plan, Total assets ($B): 0.876777296 · Participants: 2308Nv Energy 401(k) Plan
Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants

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

Outside Nevada, the nearest 401(k) by assets is Umc Physicians 401(k) Plan in TX ($23M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Caltrol, Inc. 401(k) Savings Plan assets move in 2022?
Caltrol, Inc. 401(k) Savings Plan pulled back noticeably - down 6.7% during 2022, from $25M to $23M. Reported net income was -$2M.
How have Caltrol, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Caltrol, Inc's sponsor-wide assets grew 39.9%, from $23M to $32M.
Where does Caltrol, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers?
Caltrol, Inc. 401(k) Savings Plan ranks in the 79th 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 Caltrol, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Umc Physicians 401(k) Plan in TX ($23M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Caltrol, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A in assets).