401(k) · DOL Form 5500 · 2023

Calista Corporation 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
2,398
Participants Above avg headcount
94th
Percentile by assets National rank
$63,170
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calista 401(k) Retirement Plan · Sponsored by Calista Corporation · Alaska · Other Services

$151M in assets, 2,398 participants

Calista Corporation's Calista 401(k) Retirement Plan reported $151M in total assets and 2,398 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.

  • #7,701 in Other Services (7,857 peers)

Coverage in Alaska

Calista 401(k) Retirement Plan covers 2,398 participants in Alaska, 5.0x the typical Alaska plan (state average ~481 per filing). Assets: $151M.

#7,701
in Other Services (7,857 peers)
+24.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Calista 401(k) Retirement Plan's outsized position by total assets

Calista 401(k) Retirement Plan vs every filed plan by assets

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

$151,482,000 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

Calista 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calista 401(k) Retirement Plan lands in the large band (2,398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calista 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Calista 401(k) Retirement Plan end-of-year assets rose from $122M in the plan year 2022 filing to $151M in the plan year 2023 filing.
  • Calista 401(k) Retirement Plan reported participants rose from 2,145 in the plan year 2022 filing to 2,398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 920042507 · Calista Corporation PY 2023 · 401(k)

Calista 401(k) Retirement Plan · $151M · 2,398 · 94th

  • EOY $151M
  • EOY 2,398
  • EOY 94th
  • EOY 401(k)
  • EOY near Onpoint Community Credit Union 401(k) Plan
  • EOY ind #7701

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 Alaska →

Calista 401(k) Retirement Plan in the asset neighbourhood

Landstar System, Inc. 401(k) Savings PlanLandstar System, Inc. 401(k)…$152MCenturion 401(k) Savings Plan$151MCalista 401(k) Retirement PlanCalista 401(k) Retirement Pl…$151MOnpoint Community Credit Union 401(k) PlanOnpoint Community Credit Uni…$151MBoies Schiller Flexner LLP Retirement Savings PlanBoies Schiller Flexner LLP R…$151M
End-of-year total assets ($M) among Calista 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alaska filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$151M
Net Income$30M
Employer EIN920042507
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calista Corporation)

Sponsor-wide plan assets over time

All Calista Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$184M 51.62056284775657% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $122M $184M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 2,145 $122M
2023 1 2,398 $151M
2024 1 2,643 $184M

Nearby 401(k) Plans in Alaska

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

Calista 401(k) Retirement Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Calista 401(k) Retirement Plan, Total assets ($B): 0.151482 · Participants: 2398Calista 401(k) Retirement PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Calista 401(k) Retirement Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Calista 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Alaska, the nearest 401(k) by assets is Onpoint Community Credit Union 401(k) Plan in OR ($151M); by covered participants it is Ati Retirement Plan in TX (2,398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,398 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 Calista 401(k) Retirement Plan assets move in 2023? ▼
Calista 401(k) Retirement Plan grew sharply - up 24.6% during 2023, from $122M to $151M. Reported net income was $30M.
How have Calista Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calista Corporation's sponsor-wide assets grew 51.6%, from $122M to $184M.
Where does Calista 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Calista 401(k) Retirement 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 Calista 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onpoint Community Credit Union 401(k) Plan in OR ($151M, 1,002 participants).
Which 401(k) plans cover a similar participant headcount to Calista 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ati Retirement Plan in TX (2,398 participants, $348M 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 920042507.

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.