401(k) · DOL Form 5500 · 2023

Calista Group Inc. 401(k) Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$178,880
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calista Group Inc. Retirement Plan · Sponsored by Calista Group Inc. · Texas · Other Services

$179K in assets, 1 participants

Calista Group Inc.'s Calista Group Inc. Retirement Plan reported $179K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,669 in Other Services (7,857 peers)

Calista Group Inc. multi-year trail

Calista Group Inc.'s plans moved +4442.5% in assets from 2022 to 2024; this filing shows Calista Group Inc. Retirement Plan at $179K / 1 participant.

#1,669
in Other Services (7,857 peers)
+2147.0%
assets growth YoY

Calista Group Inc. Retirement Plan among the smaller filed plans by assets

Calista Group Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$178,880 10th percentile higher than 10% of 127,068 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 2023

Calista Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calista Group Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calista Group Inc. Retirement Plan end-of-year assets rose from $8K in the plan year 2022 filing to $179K in the plan year 2023 filing.
  • Calista Group Inc. Retirement Plan reported net income rose from -$143K in the plan year 2022 filing to $171K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 861248319 · Calista Group Inc. PY 2023 · 401(k)

Calista Group Inc. Retirement Plan · $179K · 1 · 10th

  • PCT $179K
  • EIN 1
  • RANK 10th
  • PHOTO 401(k)
  • IND near B & M Insurance Group Retirement Plan
  • EOY ind #1669

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 Other Services retirement plans → · Plans in Texas →

Calista Group Inc. Retirement Plan in the asset neighbourhood

Calista Group Inc. Retirement PlanCalista Group Inc. Retiremen…$179KB & M Insurance Group Retirement PlanB & M Insurance Group Retire…$179KThe Monroe Institute Retirement PlanThe Monroe Institute Retirem…$179KDo Better Business Co. 401(k) PlanDo Better Business Co. 401(k…$179KAvery Restoration Services, Inc. 401(k) Profit Sharing PlanAvery Restoration Services, …$179K
End-of-year total assets ($M) among Calista Group Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Calista Group Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calista Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$362K 4442.456977766612% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.01M $0.36M ▲ +3500.0%
Year Plans Participants Total Assets
2022 1 1 $8K
2023 1 1 $179K
2024 1 2 $362K

Calista Group Inc. filing trail (2023)

Total Assets (Beginning of Year)$8K
Net Assets (End of Year)$179K
Net Income$171K
Employer EIN861248319
Plan Effective Date2021-01-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Calista Group Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calista Group Inc. Retirement Plan, Total assets ($B): 0.00017888 · Participants: 1Calista Group Inc. Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Calista Group Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calista Group Inc. Retirement Plan side-by-side with 3 peers →

Calista Group Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is B & M Insurance Group Retirement Plan in MD ($179K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calista Group Inc. Retirement Plan assets move in 2023? ▼
Calista Group Inc. Retirement Plan surged - up 2147.0% during 2023, from $8K to $179K. Reported net income was $171K.
How have Calista Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calista Group Inc.'s sponsor-wide assets grew 4442.5%, from $8K to $362K.
Where does Calista Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Calista Group Inc. Retirement Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Calista Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is B & M Insurance Group Retirement Plan in MD ($179K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Calista Group Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861248319.

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.