401(k) · DOL Form 5500 · 2022

Calegari & Morris, Accountants, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
46
Participants Small participant base
88th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Calegari & Morris, Accountants, a Professional Corporation · California · Professional & Technical Services

$52M in assets, 46 participants

Calegari & Morris, Accountants, a Professional Corporation's Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported $52M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #19,260 in Professional & Technical Services (21,562 peers)

Where Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits by assets

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $52M for 46 participants (~$1.1M/participant), up 7.8% in 2022.

#19,260
in Professional & Technical Services (21,562 peers)
+7.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,937,483 Top 12% higher than 88% 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

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942186350 · Calegari & Morris, Accountants, a Professional Corporation PY 2022 · 401(k)

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · $52M · 46 · 88th

  • SCH $52M
  • SCH 46
  • SCH 88th
  • SCH 401(k)
  • SCH near Tencate USA Savings Plan
  • SCH ind #19260

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 California →

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Kyo-Ya Management Company, Ltd. 401(k) PlanKyo-Ya Management Company, L…$52MEis 401(k) Plan$52MCalegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing PlanCalegari & Morris, Accountan…$52MTencate USA Savings Plan$52MAltra Federal Credit Union 401(k) Plan and TrustAltra Federal Credit Union 4…$52M
End-of-year total assets ($M) among Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN942186350
Plan Effective Date1987-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calegari & Morris, Accountants, a Professional Corporation)

Sponsor-wide plan assets over time

All Calegari & Morris, Accountants, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$50M 3.3465118053564518% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $51.9M $50.2M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 46 $52M
2023 1 46 $60M
2024 1 50 $50M

Nearby 401(k) Plans in California

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

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.051937483 · Participants: 46Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tencate USA Savings Plan in GA ($52M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan assets move in 2022? ▼
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2022, from $48M to $52M. Reported net income was $4M.
How have Calegari & Morris, Accountants, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calegari & Morris, Accountants, a Professional Corporation's sponsor-wide assets declined 3.3%, from $52M to $50M.
Where does Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan ranks in the 88th 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 401(k) plans are similar in size to Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tencate USA Savings Plan in GA ($52M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $4M 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 942186350.

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.