401(k) · DOL Form 5500 · 2023

Calix, Inc. 401(k) Plan

Data updated 2026-08-25

$215M
Total assets Near avg plan size
929
Participants Near avg headcount
95th
Percentile by assets National rank
$231,205
Avg per participant Above avg balance/head
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Official DOL plan name: Calix, Inc. 401(k) Retirement Savings Plan. · Sponsored by Calix, Inc. · California · Manufacturing

$215M in assets, 929 participants

Calix, Inc.'s Calix, Inc. 401(k) Retirement Savings Plan. reported $215M in total assets and 929 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,257 in Manufacturing (18,722 peers)

Where Calix, Inc. 401(k) Retirement Savings Plan. sits by assets

Calix, Inc. 401(k) Retirement Savings Plan. sits in the top 5% of all filed plans by assets, $215M for 929 participants (~$231,205/participant), up 32.7% in 2023.

#17,257
in Manufacturing (18,722 peers)
+32.7%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Calix, Inc. 401(k) Retirement Savings Plan.'s outsized position by total assets

Calix, Inc. 401(k) Retirement Savings Plan. vs every filed plan by assets

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

$214,789,763 Top 5% higher than 95% 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

Calix, Inc. 401(k) Retirement Savings 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. Calix, Inc. 401(k) Retirement Savings Plan. sits mid-pack in the medium band (929 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calix, Inc. 401(k) Retirement Savings Plan. reported net income rose from -$32M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Calix, Inc. 401(k) Retirement Savings Plan. end-of-year assets rose from $162M in the plan year 2022 filing to $215M in the plan year 2023 filing.
  • Calix, Inc. 401(k) Retirement Savings Plan. reported participants rose from 704 in the plan year 2022 filing to 929 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 680438710 · Calix, Inc. PY 2023 · 401(k)

Calix, Inc. 401(k) Retirement Savings Plan. · $215M · 929 · 95th

  • 5500 $215M
  • 5500 929
  • 5500 95th
  • 5500 401(k)
  • 5500 near Rothman Institute 401(k) Profit Sharing Plan
  • 5500 ind #17257

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 California →

Calix, Inc. 401(k) Retirement Savings Plan. in the asset neighbourhood

Butler Machinery Company Retirement PlanButler Machinery Company Ret…$215MCalix, Inc. 401(k) Retirement Savings Plan.Calix, Inc. 401(k) Retiremen…$215MRothman Institute 401(k) Profit Sharing PlanRothman Institute 401(k) Pro…$215MNew Mexico Electricians Retirement Benefit FundNew Mexico Electricians Reti…$215MMonster Worldwide Inc. 401(k) Savings PlanMonster Worldwide Inc. 401(k…$215M
End-of-year total assets ($M) among Calix, Inc. 401(k) Retirement Savings Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$215M
Net Income$53M
Employer EIN680438710
Plan Effective Date1999-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Calix, Inc.)

Sponsor-wide plan assets over time

All Calix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 58.498552161383586% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $162M $257M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 704 $162M
2023 1 929 $215M
2024 1 1,054 $257M

Nearby 401(k) Plans in California

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

Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calix, Inc. 401(k) Retirement Savings Plan., Total assets ($B): 0.214789763 · Participants: 929Calix, Inc. 401(k) Retirement Savings Plan.Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants
Compare Calix, Inc. 401(k) Retirement Savings Plan. side-by-side with 3 peers →

Calix, Inc. 401(k) Retirement Savings Plan.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rothman Institute 401(k) Profit Sharing Plan in PA ($215M); by covered participants it is Nicolet National Bank 401(k) Plan in WI (929 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($215M here).

Similar participant headcount

Nearest other-state filings by covered participants (929 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 Calix, Inc. 401(k) Retirement Savings Plan. assets move in 2023? ▼
Calix, Inc. 401(k) Retirement Savings Plan. surged - up 32.7% during 2023, from $162M to $215M. Reported net income was $53M.
How have Calix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calix, Inc.'s sponsor-wide assets grew 58.5%, from $162M to $257M.
Where does Calix, Inc. 401(k) Retirement Savings Plan. rank by assets among Form 5500 filers? ▼
Calix, Inc. 401(k) Retirement Savings Plan. ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by assets is Rothman Institute 401(k) Profit Sharing Plan in PA ($215M, 1,761 participants).
Which 401(k) plans cover a similar participant headcount to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicolet National Bank 401(k) Plan in WI (929 participants, $105M 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 680438710.

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.