401(k) · DOL Form 5500 · 2023

Calamos Investments LLC 401(k) Plan

Data updated 2026-08-25

$172M
Total assets Near avg plan size
368
Participants Below avg headcount
94th
Percentile by assets National rank
$466,282
Avg per participant High balance/head
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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.

  • #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.

#8,045
in Finance & Insurance (8,869 peers)
+17.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Calamos Profit Sharing 401(k) Plan's outsized position 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

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

Calamos Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calamos Profit Sharing 401(k) Plan sits mid-pack in the medium band (368 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 201768357 · Calamos Investments LLC PY 2023 · 401(k)

Calamos Profit Sharing 401(k) Plan · $172M · 368 · 94th

  • RANK $172M
  • RANK 368
  • RANK 94th
  • RANK 401(k)
  • RANK near Kramer Levin Savings & Investment Plan
  • RANK ind #8045

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 Finance & Insurance retirement plans → · Plans in Illinois →

Calamos Profit Sharing 401(k) Plan in the asset neighbourhood

Superior Essex 401(k) Plan$172MCalamos Profit Sharing 401(k) PlanCalamos Profit Sharing 401(k…$172MKramer Levin Savings & Investment PlanKramer Levin Savings & Inves…$172MChurchill Downs Incorporated 401(k) Retirement PlanChurchill Downs Incorporated…$172MPpl Retirement Readiness Plan$172M
End-of-year total assets ($M) among Calamos Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$172M
Net Income$26M
Employer EIN201768357
Plan Effective Date1987-09-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Calamos Investments LLC)

Sponsor-wide plan assets over time

All Calamos Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$200M 37.30544715992995% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $146M $200M ▲ +37.3%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Calamos Profit Sharing 401(k) Plan, Total assets ($B): 0.171591608 · Participants: 368Calamos Profit Sharing 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Calamos Profit Sharing 401(k) Plan side-by-side with 3 peers →

Calamos Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kramer Levin Savings & Investment Plan in NY ($172M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($172M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 participants); 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 Calamos Profit Sharing 401(k) Plan assets move in 2023? ▼
Calamos Profit Sharing 401(k) Plan grew sharply - up 17.8% during 2023, from $146M to $172M. Reported net income was $26M.
How have Calamos Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calamos Investments LLC's sponsor-wide assets grew 37.3%, from $146M to $200M.
Where does Calamos Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Calamos Profit Sharing 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kramer Levin Savings & Investment Plan in NY ($172M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 201768357.

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.