401(k) · DOL Form 5500 · 2022
Caliber Home Loans, Inc. 401(k) Plan
Data updated 2026-08-11
- $446M
- Total assets
- 11,989
- Participants
- 98th
- Percentile by assets
- $37,197
- Avg per participant
Official DOL plan name: Caliber Newrez Family of Companies 401(k) Plan · Sponsored by Caliber Home Loans, Inc. · Texas · Finance & Insurance
$446M in assets, 11,989 participants
Caliber Home Loans, Inc.'s Caliber Newrez Family of Companies 401(k) Plan reported $446M in total assets and 11,989 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,875 in Finance & Insurance (9,261 peers)
Coverage in Texas
Caliber Newrez Family of Companies 401(k) Plan covers 11,989 participants in Texas, 17x the typical Texas plan (state average ~688 per filing). Assets: $446M.
- $446M
- total plan assets (2022 EOY)
- 11,989
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $37,197
- avg assets per participant
The plan reported a net loss of $148M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Caliber Newrez Family of Companies 401(k) Plan reports 11,989 participants - 17x that state average ($446M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $429M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | -$148M |
| Employer EIN | 136131491 |
| Plan Effective Date | 2009-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caliber Home Loans, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11,989 | $446M |
| 2023 | 1 | 5,874 | $437M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caliber Newrez Family of Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caliber Newrez Family of Companies 401(k) Plan by total assets, not by location.
- Kilpatrick Townsend & Stockton LLP Retirement Savings Plan (GA) $446M · 744
- Dakotas Areawide IBEW-NECA Savings and Retirement Plan (ND) $446M · 3,784
- Sogeti USA 401(k) Profit Sharing Plan (OH) $446M · 2,009
- Jenner & Block Profit Sharing Plan - #201 (IL) $445M · 889
Frequently Asked Questions
How did Caliber Newrez Family of Companies 401(k) Plan assets move in 2022? ▼
How have Caliber Home Loans, Inc. plan assets changed over time? ▼
Where does Caliber Newrez Family of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Caliber Newrez Family of Companies 401(k) Plan? ▼
Next read for Caliber Newrez Family of Companies 401(k…
Filing takeaways
Ways to act on Caliber Newrez Family of Companies 401(k) Plan's numbers.
- By total assets, Caliber Newrez Family of Companies 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Caliber Home Loans, Inc.'s sponsor-wide assets have declined 1.9% since 2022 across 2 plan years on file. More Finance & Insurance plans