Profit Sharing · DOL Form 5500 · 2022
Farrell Calhoun, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 177
- Participants
- 78th
- Percentile by assets
- $117,803
- Avg per participant
Official DOL plan name: Farrell Calhoun, Inc. Retirement Plan · Sponsored by Farrell Calhoun, Inc. · Tennessee · Retail Trade
$21M in assets, 177 participants
Farrell Calhoun, Inc.'s Farrell Calhoun, Inc. Retirement Plan reported $21M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #8,271 in Retail Trade (9,519 peers)
Coverage in Tennessee
Farrell Calhoun, Inc. Retirement Plan covers 177 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.
- $21M
- total plan assets (2022 EOY)
- 177
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $117,803
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Farrell Calhoun, Inc. Retirement Plan reports 177 participants - about 16% of that state average ($21M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 620431608 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Farrell Calhoun, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $21M |
| 2023 | 1 | 164 | $24M |
| 2024 | 1 | 196 | $28M |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
- Ballad Health 401(a) Plan $463M · 5,937
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Farrell Calhoun, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Farrell Calhoun, Inc. Retirement Plan
Filing takeaways
Ways to act on Farrell Calhoun, Inc. Retirement Plan's numbers.
- By total assets, Farrell Calhoun, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Farrell Calhoun, Inc.'s sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Retail Trade plans