401(k) · DOL Form 5500 · 2023

Calhoun Construction Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
107
Participants Small participant base
41st
Percentile by assets National rank
$39,881
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calhoun Construction Services 401(k) Plan · Sponsored by Calhoun Construction Services, Inc. · Kentucky · Construction

$4M in assets, 107 participants

Calhoun Construction Services, Inc.'s Calhoun Construction Services 401(k) Plan reported $4M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,540 in Construction (9,030 peers)

Coverage in Kentucky

Calhoun Construction Services 401(k) Plan covers 107 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#3,540
in Construction (9,030 peers)
+46.1%
assets growth YoY

Calhoun Construction Services 401(k) Plan's mid-pack asset rank among Construction and all filers

Calhoun Construction Services 401(k) Plan vs every filed plan by assets

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

$4,267,235 41st percentile higher than 41% 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

Calhoun Construction Services 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. Calhoun Construction Services 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calhoun Construction Services 401(k) Plan reported net income rose from $257K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Calhoun Construction Services 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Calhoun Construction Services 401(k) Plan reported participants rose from 83 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460585137 · Calhoun Construction Services, Inc. PY 2023 · 401(k)

Calhoun Construction Services 401(k) Plan · $4M · 107 · 41st

  • EIN $4M
  • EIN 107
  • EIN 41st
  • EIN 401(k)
  • EIN near Michael O'brien Dds 401(k) Plan
  • EIN ind #3540

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 Construction retirement plans → · Plans in Kentucky →

Calhoun Construction Services 401(k) Plan in the asset neighbourhood

Calhoun Construction Services 401(k) PlanCalhoun Construction Service…$4MMichael O'brien Dds 401(k) PlanMichael O'brien Dds 401(k) P…$4MH & H Insurance Services, Inc. Profit Sharing PlanH & H Insurance Services, In…$4MKirwan & Spellacy, PA 401(k) PlanKirwan & Spellacy, PA 401(k)…$4MMopop, LLC 401(k) Plan$4M
End-of-year total assets ($M) among Calhoun Construction Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN460585137
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calhoun Construction Services, Inc.)

Sponsor-wide plan assets over time

All Calhoun Construction Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 103.59904952990078% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $2.92M $5.95M ▲ +103.8%
Year Plans Participants Total Assets
2022 1 83 $3M
2023 1 107 $4M
2024 1 126 $6M

Nearby 401(k) Plans in Kentucky

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

Calhoun Construction Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Calhoun Construction Services 401(k) Plan, Total assets ($B): 0.004267235 · Participants: 107Calhoun Construction Services 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Calhoun Construction Services 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Calhoun Construction Services 401(k) Plan side-by-side with 3 peers →

Calhoun Construction Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Michael O'brien Dds 401(k) Plan in CA ($4M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Calhoun Construction Services 401(k) Plan assets move in 2023? ▼
Calhoun Construction Services 401(k) Plan surged - up 46.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Calhoun Construction Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhoun Construction Services, Inc.'s sponsor-wide assets grew 103.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Calhoun Construction Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Michael O'brien Dds 401(k) Plan in CA ($4M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Calhoun Construction Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 460585137.

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.