401(k) · DOL Form 5500 · 2023

Calvert Street Capital Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
44th
Percentile by assets National rank
$267,461
Avg per participant High balance/head
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Official DOL plan name: Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvert Street Capital Partners, Inc. · Maryland · Finance & Insurance

$5M in assets, 18 participants

Calvert Street Capital Partners, Inc.'s Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,724 in Finance & Insurance (8,869 peers)

Calvert Street Capital Partners, Inc. multi-year trail

Calvert Street Capital Partners, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan at $5M / 18 participants.

#2,724
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,814,300 44th percentile higher than 44% 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

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported net income rose from -$348K in the plan year 2022 filing to $474K in the plan year 2023 filing.
  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521930752 · Calvert Street Capital Partners, Inc. PY 2023 · 401(k)

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · $5M · 18 · 44th

  • ASSETS $5M
  • ASSETS 18
  • ASSETS 44th
  • ASSETS 401(k)
  • ASSETS near M.C. Schroeder Company, Inc. 401(k) Plan
  • ASSETS ind #2724

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 Maryland →

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Solara Surgical Partners 401(k) PlanSolara Surgical Partners 401…$5MCalvert Street Capital Partners, Inc. 401(k) Profit Sharing PlanCalvert Street Capital Partn…$5MM.C. Schroeder Company, Inc. 401(k) PlanM.C. Schroeder Company, Inc.…$5MDon Brandel Plumbing, Inc. 401(k) Profit Sharing PlanDon Brandel Plumbing, Inc. 4…$5MHyundai Transys Georgia Seating System, LLC 401(k) PlanHyundai Transys Georgia Seat…$5M
End-of-year total assets ($M) among Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Calvert Street Capital Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calvert Street Capital Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.49389175252388% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.34M $5.97M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 18 $5M
2024 1 19 $6M

Calvert Street Capital Partners, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$474K
Employer EIN521930752
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.0048143 · Participants: 18Calvert Street Capital Partners, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is M.C. Schroeder Company, Inc. 401(k) Plan in NC ($5M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.9% during 2023, from $4M to $5M. Reported net income was $474K.
How have Calvert Street Capital Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert Street Capital Partners, Inc.'s sponsor-wide assets grew 37.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is M.C. Schroeder Company, Inc. 401(k) Plan in NC ($5M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 521930752.

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.