401(k) · DOL Form 5500 · 2022

Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
234
Participants Below avg headcount
63rd
Percentile by assets National rank
$38,996
Avg per participant Low balance/head
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Official DOL plan name: Calcon Family of Companies 401(k) Plan · Sponsored by Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans · California · Finance & Insurance

$9M in assets, 234 participants

Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans's Calcon Family of Companies 401(k) Plan reported $9M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,302 in Finance & Insurance (9,261 peers)

Coverage in California

Calcon Family of Companies 401(k) Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,302
in Finance & Insurance (9,261 peers)
-9.2%
assets change YoY

The plan reported a net loss of $928K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calcon Family of Companies 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Calcon Family of Companies 401(k) Plan vs every filed plan by assets

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

$9,124,947 Top 37% higher than 63% 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

Calcon Family of Companies 401(k) 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. Calcon Family of Companies 401(k) Plan sits mid-pack in the medium band (234 participants).

Published 5500 schedule card

Filing strip 770717225 · Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans PY 2022 · 401(k)

Calcon Family of Companies 401(k) Plan · $9M · 234 · 63rd

  • EBSA $9M
  • EBSA 234
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Sherwood Lumber Corp. 401(k) Profit Sharing Plan
  • EBSA ind #4302

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 Finance & Insurance retirement plans → · Plans in California →

Calcon Family of Companies 401(k) Plan in the asset neighbourhood

Sherwood Lumber Corp. 401(k) Profit Sharing PlanSherwood Lumber Corp. 401(k)…$9MBlaser Die Casting Co. Employees' 401(k) Retirement Plan and TrustBlaser Die Casting Co. Emplo…$9MCalcon Family of Companies 401(k) PlanCalcon Family of Companies 4…$9MNorwood Life Society Employees' Retirement PlanNorwood Life Society Employe…$9MWindacre 401(k) Retirement PlanWindacre 401(k) Retirement P…$9M
End-of-year total assets ($M) among Calcon Family of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$928K
Employer EIN770717225
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans)

Sponsor-wide plan assets over time

All Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans plans reported in each filing year

Latest sponsor-wide plan assets
$17M 83.67044762013413% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.12M $16.8M ▲ +83.8%
Year Plans Participants Total Assets
2022 1 234 $9M
2023 1 367 $12M
2024 1 277 $17M

Nearby 401(k) Plans in California

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

Calcon Family of Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calcon Family of Companies 401(k) Plan, Total assets ($B): 0.009124947 · Participants: 234Calcon Family of Companies 401(k) PlanWells 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
Calcon Family of Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Calcon Family of Companies 401(k) Plan side-by-side with 3 peers →

Calcon Family of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sherwood Lumber Corp. 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Calcon Family of Companies 401(k) Plan assets move in 2022? ▼
Calcon Family of Companies 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $10M to $9M. Reported net income was -$928K.
How have Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans's sponsor-wide assets grew 83.7%, from $9M to $17M.
Which 401(k) plans are similar in size to Calcon Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sherwood Lumber Corp. 401(k) Profit Sharing Plan in NY ($9M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Calcon Family of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 participants, N/A 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 770717225.

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.