401(k) · DOL Form 5500 · 2023

CALLRAIL 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 311
Participants Below avg headcount: 72nd
Percentile by assets National rank: $62,194
Avg per participant Low balance/head

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Official DOL plan name: Callrail 401(k) Plan · Sponsored by CALLRAIL · Georgia · Information & Media

$19M in assets, 311 participants

CALLRAIL's Callrail 401(k) Plan reported $19M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

#1,752 in Information & Media (2,818 peers)

Coverage in Georgia

Callrail 401(k) Plan covers 311 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#1,752
in Information & Media (2,818 peers): +39.6%
assets growth YoY

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

Callrail 401(k) Plan vs every filed plan by assets

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

$19,342,191 Top 28% higher than 72% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Callrail 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. Callrail 401(k) Plan sits mid-pack in the medium band (311 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Callrail 401(k) Plan reported net income rose from $221K in the plan year 2022 filing to $5M in the plan year 2023 filing.
Callrail 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Callrail 401(k) Plan reported participants rose from 297 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472866426 · CALLRAIL PY 2023 · 401(k)

Callrail 401(k) Plan · $19M · 311 · 72nd

5500 $19M
ASSETS 311
PCT 72nd
EIN 401(k)
RANK near Healthcare Therapy Services, Inc. Savings Plan
PHOTO ind #1752

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 Information & Media retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Callrail 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$19M
Net Income	$5M
Employer EIN	472866426
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (CALLRAIL)

Latest sponsor-wide plan assets: $24M 74.90243096549642% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	297	$14M
2023	1	311	$19M
2024	1	269	$24M

Nearby 401(k) Plans in Georgia

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

Callrail 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Callrail 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Healthcare Therapy Services, Inc. Savings Plan in IN ($19M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Healthcare Therapy Services, Inc. Savings Plan (IN) $19M · 357
Amoskeag Beverages, LLC 401(k) Plan (NH) $19M · 250
Sbera 401(k) Plan as Adopted by the Savings Bank (MA) $19M · 97
Steadfast 401(k) Plan (CA) $19M · 160

Similar participant headcount

Nearest other-state filings by covered participants (311 participants); asset peers above are excluded.

Bobcat North America, LLC (FL) 311 · 0 off
Kiolbassa Provision Company, Inc. 401(k) Plan (TX) 311 · 0 off
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan (FL) 311 · 0 off
Nutrition Fundamental Inc 401(k) Plan (CA) 311 · 0 off

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 Callrail 401(k) Plan assets move in 2023? ▼

Callrail 401(k) Plan surged - up 39.6% during 2023, from $14M to $19M. Reported net income was $5M.

How have CALLRAIL plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), CALLRAIL's sponsor-wide assets grew 74.9%, from $14M to $24M.

Which 401(k) plans are similar in size to Callrail 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Healthcare Therapy Services, Inc. Savings Plan in IN ($19M, 357 participants).

Which 401(k) plans cover a similar participant headcount to Callrail 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 472866426.