401(k) · DOL Form 5500 · 2022

Calendar Holdings LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
602
Participants Below avg headcount
72nd
Percentile by assets National rank
$23,500
Avg per participant Low balance/head
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Official DOL plan name: Calendar Holdings LLC 401(k) & Profit Sharing Plan · Sponsored by Calendar Holdings LLC · Texas · Retail Trade

$14M in assets, 602 participants

Calendar Holdings LLC's Calendar Holdings LLC 401(k) & Profit Sharing Plan reported $14M in total assets and 602 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,802 in Retail Trade (9,519 peers)

Calendar Holdings LLC multi-year trail

Calendar Holdings LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Calendar Holdings LLC 401(k) & Profit Sharing Plan at $14M / 602 participants.

#7,802
in Retail Trade (9,519 peers)
-17.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calendar Holdings LLC 401(k) & Profit Sharing Plan's outsized position by total assets

Calendar Holdings LLC 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$14,147,283 Top 28% higher than 72% 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

Calendar Holdings LLC 401(k) & Profit Sharing 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. Calendar Holdings LLC 401(k) & Profit Sharing Plan sits mid-pack in the medium band (602 participants).

Plan-year Form 5500 strip

Filing strip 264144504 · Calendar Holdings LLC PY 2022 · 401(k)

Calendar Holdings LLC 401(k) & Profit Sharing Plan · $14M · 602 · 72nd

  • VS-ST $14M
  • VS-ST 602
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Wisconsin Vision, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7802

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 Retail Trade retirement plans → · Plans in Texas →

Calendar Holdings LLC 401(k) & Profit Sharing Plan in the asset neighbourhood

Calendar Holdings LLC 401(k) & Profit Sharing PlanCalendar Holdings LLC 401(k)…$14MWisconsin Vision, Inc. 401(k) Profit Sharing PlanWisconsin Vision, Inc. 401(k…$14MBrydon, Swearengen & England P.C. Profit Sharing PlanBrydon, Swearengen & England…$14MCramer, Multhauf & Hammes, L.L.P. 401(k) Profit Sharing Plan and TrustCramer, Multhauf & Hammes, L…$14MThe 21st Century 401(k) Plan$14M
End-of-year total assets ($M) among Calendar Holdings LLC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Calendar Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calendar Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.3806723877652% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.9M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 602 $14M
2023 1 370 $17M
2024 1 434 $20M

Calendar Holdings LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN264144504
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Calendar Holdings LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Calendar Holdings LLC 401(k) & Profit Sharing Plan, Total assets ($B): 0.014147283 · Participants: 602Calendar Holdings LLC 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Calendar Holdings LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calendar Holdings LLC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Calendar Holdings LLC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wisconsin Vision, Inc. 401(k) Profit Sharing Plan in WI ($14M); by covered participants it is Financial Institutions, Inc. 401(k) Plan in NY (602 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (602 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 Calendar Holdings LLC 401(k) & Profit Sharing Plan assets move in 2022? ▼
Calendar Holdings LLC 401(k) & Profit Sharing Plan declined sharply - down 17.6% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Calendar Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calendar Holdings LLC's sponsor-wide assets grew 40.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Calendar Holdings LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Vision, Inc. 401(k) Profit Sharing Plan in WI ($14M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Calendar Holdings LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Financial Institutions, Inc. 401(k) Plan in NY (602 participants, $57M 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 264144504.

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.