Profit Sharing · DOL Form 5500 · 2022

Farrell Calhoun, Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
177
Participants Small participant base
78th
Percentile by assets National rank
$117,803
Avg per participant Below avg balance/head
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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.

  • #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.

#8,271
in Retail Trade (9,519 peers)
-18.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Farrell Calhoun, Inc. Retirement Plan's outsized position by total assets

Farrell Calhoun, Inc. Retirement Plan vs every filed plan by assets

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

$20,851,062 Top 22% higher than 78% 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

Farrell Calhoun, Inc. Retirement 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. Farrell Calhoun, Inc. Retirement Plan sits mid-pack in the medium band (177 participants).

DOL schedule card

Filing strip 620431608 · Farrell Calhoun, Inc. PY 2022 · Profit Sharing

Farrell Calhoun, Inc. Retirement Plan · $21M · 177 · 78th

  • 5500 $21M
  • ASSETS 177
  • PCT 78th
  • EIN Profit Sharing
  • RANK near Aspire Living & Learning, Inc. 403(b) Plan
  • PHOTO ind #8271

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 Tennessee →

Farrell Calhoun, Inc. Retirement Plan in the asset neighbourhood

Hillcrest Educational Foundation, Inc. 403(b) PlanHillcrest Educational Founda…$21MAspire Living & Learning, Inc. 403(b) PlanAspire Living & Learning, In…$21MRobin Hood 401(a) Employer Contribution PlanRobin Hood 401(a) Employer C…$21MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$21MBrockton Neighborhood Health Center 403(b) PlanBrockton Neighborhood Health…$21M
End-of-year total assets ($M) among Farrell Calhoun, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN620431608
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farrell Calhoun, Inc.)

Sponsor-wide plan assets over time

All Farrell Calhoun, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 32.25493262645327% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $27.6M ▲ +32.3%
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 Scatter plot of 6 data points. -200002000400060008000 -1000100200300400500 Total assets ($M) Participants Farrell Calhoun, Inc. Retirement Plan, Total assets ($M): 20.851062 · Participants: 177Farrell Calhoun, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Farrell Calhoun, Inc. Retirement Plan side-by-side with 3 peers →

Farrell Calhoun, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Aspire Living & Learning, Inc. 403(b) Plan in VT ($21M); by covered participants it is Anthros, Inc. Retirement Savings Plan in FL (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Farrell Calhoun, Inc. Retirement Plan assets move in 2022? ▼
Farrell Calhoun, Inc. Retirement Plan declined sharply - down 18.9% during 2022, from $26M to $21M. Reported net income was -$4M.
How have Farrell Calhoun, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farrell Calhoun, Inc.'s sponsor-wide assets grew 32.3%, from $21M to $28M.
Where does Farrell Calhoun, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Farrell Calhoun, Inc. Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aspire Living & Learning, Inc. 403(b) Plan in VT ($21M, 1,004 participants).
Which Profit Sharing plans cover a similar participant headcount to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Anthros, Inc. Retirement Savings Plan in FL (177 participants, $9M 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 620431608.

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.