401(k) · DOL Form 5500 · 2023

Calix, Inc. 401(k) Plan

Data updated 2026-08-11

$215M
Total assets
929
Participants
95th
Percentile by assets
$231,205
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$215M
total plan assets (2023 EOY)
929
covered participants
95th
percentile by assets (of 127,072 plans)
$231,205
avg assets per participant

Where Calix, Inc. 401(k) Retirement Savings Plan. sits 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 $2,010,000,000 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

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 →

State
California
Industry
Manufacturing

Calix, Inc. 401(k) Retirement Savings Plan. vs the 2023 asset distribution

By assets, Calix, Inc. 401(k) Retirement Savings Plan. outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

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.)

$150M$200M$250M$300M 202220232024 $162M $257M ▲ +58.5%
Total plan assets by year, all Calix, Inc. plans on file
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

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) R…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 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 Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Calix, Inc. 401(k) Retirement Savings Plan. by total assets, not by location.

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).

Next read for Calix, Inc. 401(k) Retirement Savings Pl…

Scale reading

Ways to act on Calix, Inc. 401(k) Retirement Savings Plan.'s numbers.

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.