401(k) · DOL Form 5500 · 2023

Calendly, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
635
Participants Below avg headcount
78th
Percentile by assets National rank
$42,933
Avg per participant Low balance/head
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Official DOL plan name: Calendly 401(k) Plan · Sponsored by Calendly, LLC · Georgia · Information & Media

$27M in assets, 635 participants

Calendly, LLC's Calendly 401(k) Plan reported $27M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,957 in Information & Media (2,818 peers)

Where Calendly 401(k) Plan sits by assets

Calendly 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 635 participants (~$42,933/participant), up 94.2% in 2023.

#1,957
in Information & Media (2,818 peers)
+94.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,262,362 Top 22% higher than 78% 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

Calendly 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. Calendly 401(k) Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calendly 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Calendly 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Calendly 401(k) Plan reported participants rose from 366 in the plan year 2022 filing to 635 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272763491 · Calendly, LLC PY 2023 · 401(k)

Calendly 401(k) Plan · $27M · 635 · 78th

  • PHOTO $27M
  • IND 635
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Mayors Jewelers, Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #1957

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 →

Calendly 401(k) Plan in the asset neighbourhood

Apercen Partners 401(k) Plan$27MCalendly 401(k) Plan$27MMayors Jewelers, Inc. 401(k) Profit Sharing Plan and TrustMayors Jewelers, Inc. 401(k)…$27MMullins Cheese, Inc. Profit Sharing PlanMullins Cheese, Inc. Profit …$27MThree-Z Printing Co. Retirement Savings PlanThree-Z Printing Co. Retirem…$27M
End-of-year total assets ($M) among Calendly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$27M
Net Income$13M
Employer EIN272763491
Plan Effective Date2016-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calendly, LLC)

Sponsor-wide plan assets over time

All Calendly, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 180.29280177704635% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $14M $39.4M ▲ +180.3%
Year Plans Participants Total Assets
2022 1 366 $14M
2023 1 635 $27M
2024 1 584 $39M

Nearby 401(k) Plans in Georgia

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

Calendly 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Calendly 401(k) Plan, Total assets ($B): 0.027262362 · Participants: 635Calendly 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Calendly 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Calendly 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Mayors Jewelers, Inc. 401(k) Profit Sharing Plan and Trust in FL ($27M); by covered participants it is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Calendly 401(k) Plan assets move in 2023? ▼
Calendly 401(k) Plan surged - up 94.2% during 2023, from $14M to $27M. Reported net income was $13M.
How have Calendly, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calendly, LLC's sponsor-wide assets grew 180.3%, from $14M to $39M.
Where does Calendly 401(k) Plan rank by assets among Form 5500 filers? ▼
Calendly 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Calendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayors Jewelers, Inc. 401(k) Profit Sharing Plan and Trust in FL ($27M, 546 participants).
Which 401(k) plans cover a similar participant headcount to Calendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants, $31M 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 272763491.

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.