401(k) · DOL Form 5500 · 2022

Calvo Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
309
Participants Below avg headcount
74th
Percentile by assets National rank
$53,463
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvo Enterprises, Inc. · Guam · Management of Enterprises

$17M in assets, 309 participants

Calvo Enterprises, Inc.'s Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported $17M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #654 in Management of Enterprises (1,193 peers)

Calvo Enterprises, Inc. multi-year trail

Calvo Enterprises, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Calvo Enterprises, Inc. 401(k) Profit Sharing Plan at $17M / 309 participants.

#654
in Management of Enterprises (1,193 peers)
-14.8%
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.

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,520,158 Top 26% higher than 74% 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

Calvo Enterprises, Inc. 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. Calvo Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (309 participants).

Form 5500 schedule snapshot

Filing strip 980030984 · Calvo Enterprises, Inc. PY 2022 · 401(k)

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · $17M · 309 · 74th

  • EOY $17M
  • EOY 309
  • EOY 74th
  • EOY 401(k)
  • EOY near Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t
  • EOY ind #654

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 Management of Enterprises retirement plans → · Plans in Guam →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Calvo Enterprises, Inc. 401(k) Profit Sharing PlanCalvo Enterprises, Inc. 401(…$17MMid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&tMid-Continent Instrument Co,…$17MBrown Integrated Logistics, Inc. 401(k) PlanBrown Integrated Logistics, …$17MCompsource Retirement Savings PlanCompsource Retirement Saving…$17MCitizens Bank 401(k) Mukwonago, WiCitizens Bank 401(k) Mukwona…$17M
End-of-year total assets ($M) among Calvo Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Calvo Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calvo Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.652621361127416% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.6M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 309 $17M
2023 1 378 $20M
2024 1 242 $21M

Calvo Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN980030984
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Guam

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

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants Scatter plot of 6 data points. 2004006008001000 15202530 Total assets ($M) Participants Calvo Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 16.520158 · Participants: 309Calvo Enterprises, Inc. 401(k) Profit Sharing PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 25.937346 · Participants: 511Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 24.694226 · Participants: 446Teleguam Holdings LLC 401(k) PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 23.34192 · Participants: 888Guam Regional Medical City 401(k) Retirement Savings PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 22.238616 · Participants: 688Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 19.1183 · Participants: 566Dzsp 21 LLC Retirement Savings Plan
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Calvo Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($17M); by covered participants it is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Calvo Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $19M to $17M. Reported net income was -$3M.
How have Calvo Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvo Enterprises, Inc.'s sponsor-wide assets grew 24.7%, from $17M to $21M.
Which 401(k) plans are similar in size to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid-Continent Instrument Co, Inc. Profit Sharing/401(k) P&t in KS ($17M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pear Therapeutics (US) 401(k) Retirement Plan in MA (309 participants, $14M 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 980030984.

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.