401(k) · DOL Form 5500 · 2023
Calligari & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $696K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $63,276
- Avg per participant Low balance/head
Official DOL plan name: Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan · Sponsored by Calligari & Associates, LLC · California · Retail Trade
$696K in assets, 11 participants
Calligari & Associates, LLC's Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan reported $696K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,723 in Retail Trade (8,414 peers)
Calligari & Associates, LLC multi-year trail
Calligari & Associates, LLC's plans moved +65.7% in assets from 2022 to 2024; this filing shows Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan at $696K / 11 participants.
- #2,723
- in Retail Trade (8,414 peers)
- +21.2%
- assets growth YoY
Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan among the smaller filed plans by assets
Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$696,032 21st percentile higher than 21% 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
Calligari & Associates, LLC, Cross-Tested 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. Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan reported net income rose from $11K in the plan year 2022 filing to $122K in the plan year 2023 filing.
- Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan end-of-year assets rose from $574K in the plan year 2022 filing to $696K in the plan year 2023 filing.
- Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.
DOL schedule card
Filing strip 472545487 · Calligari & Associates, LLC PY 2023 · 401(k)
Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan · $696K · 11 · 21st
- NET $696K
- BOOK 11
- VS-ST 21st
- BOY 401(k)
- SCH near Boehm Investments Retirement Plan
- EBSA ind #2723
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 Retail Trade retirement plans → · Plans in California →
Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan in the asset neighbourhood
Calligari & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Calligari & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $952K 65.68363210897998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $574K |
| 2023 | 1 | 11 | $696K |
| 2024 | 1 | 12 | $952K |
Calligari & Associates, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $574K |
|---|---|
| Net Assets (End of Year) | $696K |
| Net Income | $122K |
| Employer EIN | 472545487 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Calligari & Associates, LLC, Cross-Tested 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Boehm Investments Retirement Plan in WY ($696K); by covered participants it is Bg Logistics, Inc. 401(k) Plan in FL (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696K here).
- Boehm Investments Retirement Plan (WY) $696K · 1
- Peak 4, Inc. 401(k) Plan (GA) $696K · 6
- Donna Graham, Inc. Retirement Plan (OR) $696K · 1
- Kavika, Inc. 401(k) Profit Sharing Plan (PA) $696K · 6
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
- 44 Fitness, Inc. 401(k) Profit Sharing Plan (VA) 11 · 0 off
- Miller Works Company Retirement Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.