401(k) · DOL Form 5500 · 2022
Caliza LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 424
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $6,939
- Avg per participant Low balance/head
Official DOL plan name: Caliza 401(k) Plan · Sponsored by Caliza LLC · Alabama · Real Estate
$3M in assets, 424 participants
Caliza LLC's Caliza 401(k) Plan reported $3M in total assets and 424 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #2,975 in Real Estate (5,057 peers)
Caliza LLC multi-year trail
Caliza LLC's plans moved +33.3% in assets from 2022 to 2024; this filing shows Caliza 401(k) Plan at $3M / 424 participants.
- #2,975
- in Real Estate (5,057 peers)
- +26.0%
- assets growth YoY
Caliza 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Caliza 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,942,303 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caliza 401(k) 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. Caliza 401(k) Plan sits mid-pack in the medium band (424 participants).
DOL schedule card
Filing strip 833991545 · Caliza LLC PY 2022 · 401(k)
Caliza 401(k) Plan · $3M · 424 · 40th
- BOOK $3M
- BOOK 424
- BOOK 40th
- BOOK 401(k)
- BOOK near Lunchtime Solutions, Inc. 401(k) Plan
- BOOK ind #2975
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 Real Estate retirement plans → · Plans in Alabama →
Caliza 401(k) Plan in the asset neighbourhood
Caliza LLC multi-year asset trail
Sponsor-wide plan assets over time
All Caliza LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 33.29228838770174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 424 | $3M |
| 2023 | 1 | 240 | $4M |
| 2024 | 1 | 154 | $4M |
Caliza LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $607K |
| Employer EIN | 833991545 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Caliza 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Lunchtime Solutions, Inc. 401(k) Plan in SD ($3M); by covered participants it is Home Health and Hospice Care, Inc. 401(k) Plan in NC (424 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Lunchtime Solutions, Inc. 401(k) Plan (SD) $3M · 679
- Dwi 401(k) Plan (CA) $3M · 241
- Asm/Cti 401(k) Plan (MI) $3M · 202
- Fna Group, Inc. Retirement Plan (WI) $3M · 173
Similar participant headcount
Nearest other-state filings by covered participants (424 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.