401(k) · DOL Form 5500 · 2022

Calvetti Ferguson, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
118
Participants Small participant base
62nd
Percentile by assets National rank
$74,308
Avg per participant Below avg balance/head
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Official DOL plan name: Calvetti Ferguson 401(k) Profit Sharing Plan · Sponsored by Calvetti Ferguson, LLC · Texas · Professional & Technical Services

$9M in assets, 118 participants

Calvetti Ferguson, LLC's Calvetti Ferguson 401(k) Profit Sharing Plan reported $9M in total assets and 118 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.

  • #13,076 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Calvetti Ferguson 401(k) Profit Sharing Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#13,076
in Professional & Technical Services (21,562 peers)
-9.8%
assets change YoY

The plan reported a net loss of $952K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calvetti Ferguson 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Calvetti Ferguson 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,768,285 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

Calvetti Ferguson 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. Calvetti Ferguson 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 134255527 · Calvetti Ferguson, LLC PY 2022 · 401(k)

Calvetti Ferguson 401(k) Profit Sharing Plan · $9M · 118 · 62nd

  • BOY $9M
  • SCH 118
  • EBSA 62nd
  • PART 401(k)
  • TYPE near John Jackson Masonry 401(k) Profit Sharing Plan
  • NET ind #13076

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 Professional & Technical Services retirement plans → · Plans in Texas →

Calvetti Ferguson 401(k) Profit Sharing Plan in the asset neighbourhood

Calvetti Ferguson 401(k) Profit Sharing PlanCalvetti Ferguson 401(k) Pro…$9MJohn Jackson Masonry 401(k) Profit Sharing PlanJohn Jackson Masonry 401(k) …$9MJohn Ed Chambers Memorial Hospital 401(k) PlanJohn Ed Chambers Memorial Ho…$9MPowertek Corporation 401(k) PlanPowertek Corporation 401(k) …$9MAt World Properties, LLC Retirement Savings PlanAt World Properties, LLC Ret…$9M
End-of-year total assets ($M) among Calvetti Ferguson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$952K
Employer EIN134255527
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvetti Ferguson, LLC)

Sponsor-wide plan assets over time

All Calvetti Ferguson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.560947779411826% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.77M $13.2M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 118 $9M
2023 1 134 $11M
2024 1 147 $13M

Nearby 401(k) Plans in Texas

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

Calvetti Ferguson 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 ($B) Participants Calvetti Ferguson 401(k) Profit Sharing Plan, Total assets ($B): 0.008768285 · Participants: 118Calvetti Ferguson 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
Calvetti Ferguson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calvetti Ferguson 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvetti Ferguson 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 John Jackson Masonry 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Calvetti Ferguson 401(k) Profit Sharing Plan assets move in 2022? ▼
Calvetti Ferguson 401(k) Profit Sharing Plan pulled back noticeably - down 9.8% during 2022, from $10M to $9M. Reported net income was -$952K.
How have Calvetti Ferguson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvetti Ferguson, LLC's sponsor-wide assets grew 50.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is John Jackson Masonry 401(k) Profit Sharing Plan in CA ($9M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 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 134255527.

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.