401(k) · DOL Form 5500 · 2023

Calbag Metals Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
271
Participants Below avg headcount
69th
Percentile by assets National rank
$62,043
Avg per participant Low balance/head
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Official DOL plan name: Calbag Metals Company Profit Sharing Plan · Sponsored by Calbag Metals Company · Oregon · Manufacturing

$17M in assets, 271 participants

Calbag Metals Company's Calbag Metals Company Profit Sharing Plan reported $17M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,947 in Manufacturing (18,722 peers)

Calbag Metals Company multi-year trail

Calbag Metals Company's plans moved +22.6% in assets from 2022 to 2024; this filing shows Calbag Metals Company Profit Sharing Plan at $17M / 271 participants.

#10,947
in Manufacturing (18,722 peers)
+5.9%
assets growth YoY

Calbag Metals Company Profit Sharing Plan's outsized position by total assets

Calbag Metals Company Profit Sharing Plan vs every filed plan by assets

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

$16,813,607 Top 31% higher than 69% 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

Calbag Metals Company Profit Sharing 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. Calbag Metals Company Profit Sharing Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calbag Metals Company Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $941K in the plan year 2023 filing.
  • Calbag Metals Company Profit Sharing Plan reported participants rose from 244 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Calbag Metals Company Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930466199 · Calbag Metals Company PY 2023 · 401(k)

Calbag Metals Company Profit Sharing Plan · $17M · 271 · 69th

  • EIN $17M
  • RANK 271
  • PHOTO 69th
  • IND 401(k)
  • EOY near Reliance Relocation Services Inc 401(k) Plan
  • 5500 ind #10947

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 Manufacturing retirement plans → · Plans in Oregon →

Calbag Metals Company Profit Sharing Plan in the asset neighbourhood

Calbag Metals Company Profit Sharing PlanCalbag Metals Company Profit…$17MReliance Relocation Services Inc 401(k) PlanReliance Relocation Services…$17MRoyal Poinciana Golf Club 401(k) Retirement PlanRoyal Poinciana Golf Club 40…$17MBei Engineers 401(k) Plan$17MThe Mosser Group Employee Savings Plan and TrustThe Mosser Group Employee Sa…$17M
End-of-year total assets ($M) among Calbag Metals Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Calbag Metals Company multi-year asset trail

Sponsor-wide plan assets over time

All Calbag Metals Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.582195627414013% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.9M $19.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 244 $16M
2023 1 271 $17M
2024 1 294 $19M

Calbag Metals Company filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$941K
Employer EIN930466199
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Calbag Metals Company Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Calbag Metals Company Profit Sharing Plan, Total assets ($B): 0.016813607 · Participants: 271Calbag Metals Company Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Calbag Metals Company Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Calbag Metals Company Profit Sharing Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Reliance Relocation Services Inc 401(k) Plan in IL ($17M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Calbag Metals Company Profit Sharing Plan assets move in 2023? ▼
Calbag Metals Company Profit Sharing Plan grew at a solid clip - up 5.9% during 2023, from $16M to $17M. Reported net income was $941K.
How have Calbag Metals Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calbag Metals Company's sponsor-wide assets grew 22.6%, from $16M to $19M.
Which 401(k) plans are similar in size to Calbag Metals Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliance Relocation Services Inc 401(k) Plan in IL ($17M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Calbag Metals Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 930466199.

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.