Calyx 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Perceptive Informatics, LLC D/B/a Calyx · North Carolina · Professional & Technical Services
What the 2023 filing shows
Calyx 401(k) Plan holds $61M for 392 participants — about $156,502 per participant.
- $61M
- total plan assets (2022 EOY)
- 392
- covered participants
- $156,502
- avg assets per participant
- $-15,242,047
- reported net income
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.
What the Filing Says About Calyx 401(k) Plan
Calyx 401(k) Plan is a 401(k) retirement plan sponsored by Perceptive Informatics, LLC D/B/a Calyx, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 392 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 043517642, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2022 to $61M at year-end. Net assets (after liabilities) closed the year at $61M, with reported net income of $-15,242,047 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | $61M |
| Net Assets (End of Year) | $61M |
| Net Income | $-15,242,047 |
| Plan Type | 401(k) |
| Employer EIN | 043517642 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Perceptive Informatics, LLC D/B/a Calyx)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $61M |
| 2023 | 1 | 474 | $70M |
| 2024 | 1 | 364 | $87M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
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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 043517642.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.