401(k) · DOL Form 5500 · 2022

Calgary Services, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
139
Participants Small participant base
62nd
Percentile by assets National rank
$61,595
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Calgary Services, LLC 401(k) Plan & Trust · Sponsored by Calgary Services, LLC · Michigan · Transportation & Warehousing

$9M in assets, 139 participants

Calgary Services, LLC's Calgary Services, LLC 401(k) Plan & Trust reported $9M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,494 in Transportation & Warehousing (3,876 peers)

Coverage in Michigan

Calgary Services, LLC 401(k) Plan & Trust covers 139 participants in Michigan, about 22% of the average Michigan filer (state average ~638 per filing). Assets: $9M.

#2,494
in Transportation & Warehousing (3,876 peers)
-10.4%
assets change YoY

The plan reported a net loss of $994K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calgary Services, LLC 401(k) Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Calgary Services, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$8,561,670 Top 38% higher than 62% 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

Calgary Services, LLC 401(k) Plan & 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. Calgary Services, LLC 401(k) Plan & Trust sits mid-pack in the medium band (139 participants).

Form 5500 schedule snapshot

Filing strip 800111766 · Calgary Services, LLC PY 2022 · 401(k)

Calgary Services, LLC 401(k) Plan & Trust · $9M · 139 · 62nd

  • EBSA $9M
  • PART 139
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Longfellow Real Estate Partners, LLC 401(k) Plan
  • VS-ST ind #2494

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Calgary Services, LLC 401(k) Plan & Trust in the asset neighbourhood

Calgary Services, LLC 401(k) Plan & TrustCalgary Services, LLC 401(k)…$9MLongfellow Real Estate Partners, LLC 401(k) PlanLongfellow Real Estate Partn…$9MOrganized Living, Inc. Retirement PlanOrganized Living, Inc. Retir…$9MSf Motors 401(k) Plan$9MStonecreek Family Physicians, LLP Profit Sharing 401(k) Plan & TrustStonecreek Family Physicians…$9M
End-of-year total assets ($M) among Calgary Services, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$994K
Employer EIN800111766
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Calgary Services, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Calgary Services, LLC 401(k) Plan & Trust, Total assets ($B): 0.00856167 · Participants: 139Calgary Services, LLC 401(k) Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Calgary Services, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Calgary Services, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Calgary Services, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Longfellow Real Estate Partners, LLC 401(k) Plan in MA ($9M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Calgary Services, LLC 401(k) Plan & Trust assets move in 2022? ▼
Calgary Services, LLC 401(k) Plan & Trust pulled back noticeably - down 10.4% during 2022, from $10M to $9M. Reported net income was -$994K.
Which 401(k) plans are similar in size to Calgary Services, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Longfellow Real Estate Partners, LLC 401(k) Plan in MA ($9M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Calgary Services, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 800111766.

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.