401(k) · DOL Form 5500 · 2023
Calamos Investments LLC 401(k) Plan
Data updated 2026-08-11
- $172M
- Total assets
- 368
- Participants
- 94th
- Percentile by assets
- $466,282
- Avg per participant
Official DOL plan name: Calamos Profit Sharing 401(k) Plan · Sponsored by Calamos Investments LLC · Illinois · Finance & Insurance
$172M in assets, 368 participants
Calamos Investments LLC's Calamos Profit Sharing 401(k) Plan reported $172M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,045 in Finance & Insurance (8,869 peers)
Coverage in Illinois
Calamos Profit Sharing 401(k) Plan covers 368 participants in Illinois, about 47% of the average Illinois filer (state average ~779 per filing). Assets: $172M.
- $172M
- total plan assets (2023 EOY)
- 368
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $466,282
- avg assets per participant
Where Calamos Profit Sharing 401(k) Plan sits by total assets
Calamos Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,591,608 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calamos Profit Sharing 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Calamos Profit Sharing 401(k) Plan end-of-year assets rose from $146M in the plan year 2022 filing to $172M in the plan year 2023 filing.
- Calamos Profit Sharing 401(k) Plan reported participants rose from 359 in the plan year 2022 filing to 368 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Calamos Profit Sharing 401(k) Plan reports 368 participants - about 47% of that state average ($172M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $172M |
| Net Income | $26M |
| Employer EIN | 201768357 |
| Plan Effective Date | 1987-09-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calamos Investments LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 359 | $146M |
| 2023 | 1 | 368 | $172M |
| 2024 | 1 | 397 | $200M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calamos Profit Sharing 401(k) Plan by total assets, not by location.
- Kramer Levin Savings & Investment Plan (NY) $172M · 181
- Churchill Downs Incorporated 401(k) Retirement Plan (KY) $172M · 5,332
- Ppl Retirement Readiness Plan (PA) $172M · N/A
- Superior Essex 401(k) Plan (GA) $172M · 1,357
Frequently Asked Questions
How did Calamos Profit Sharing 401(k) Plan assets move in 2023? ▼
How have Calamos Investments LLC plan assets changed over time? ▼
Where does Calamos Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Calamos Profit Sharing 401(k) Plan? ▼
Next read for Calamos Profit Sharing 401(k) Plan
Filing takeaways
Ways to act on Calamos Profit Sharing 401(k) Plan's numbers.
- By total assets, Calamos Profit Sharing 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Calamos Investments LLC's sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Finance & Insurance plans