401(k) · DOL Form 5500 · 2023

Calico Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
124
Participants Small participant base
68th
Percentile by assets National rank
$128,742
Avg per participant Near avg balance/head
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Official DOL plan name: Calico Brands, Inc. 401(k) Plan · Sponsored by Calico Brands, Inc. · California · Wholesale Trade

$16M in assets, 124 participants

Calico Brands, Inc.'s Calico Brands, Inc. 401(k) Plan reported $16M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,004 in Wholesale Trade (6,309 peers)

Coverage in California

Calico Brands, Inc. 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,004
in Wholesale Trade (6,309 peers)
+17.6%
assets growth YoY

Calico Brands, Inc. 401(k) Plan's outsized position by total assets

Calico Brands, Inc. 401(k) Plan vs every filed plan by assets

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

$15,964,026 Top 32% higher than 68% 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

Calico Brands, Inc. 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. Calico Brands, Inc. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calico Brands, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Calico Brands, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Calico Brands, Inc. 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330588675 · Calico Brands, Inc. PY 2023 · 401(k)

Calico Brands, Inc. 401(k) Plan · $16M · 124 · 68th

  • 5500 $16M
  • 5500 124
  • 5500 68th
  • 5500 401(k)
  • 5500 near Silverback Asset Management, LLC 401(k) Profit Sharing Plan
  • 5500 ind #4004

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 Wholesale Trade retirement plans → · Plans in California →

Calico Brands, Inc. 401(k) Plan in the asset neighbourhood

Calico Brands, Inc. 401(k) PlanCalico Brands, Inc. 401(k) P…$16MSilverback Asset Management, LLC 401(k) Profit Sharing PlanSilverback Asset Management,…$16MTwd & Associates, Inc. 401(k) PlanTwd & Associates, Inc. 401(k…$16MCornet Technology, Inc. 401(k) Retirement PlanCornet Technology, Inc. 401(…$16MSprings Valley Bank & Trust Company Retirement Profit Sharing PlanSprings Valley Bank & Trust …$16M
End-of-year total assets ($M) among Calico Brands, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN330588675
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calico Brands, Inc.)

Sponsor-wide plan assets over time

All Calico Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 32.954477477135015% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $18.1M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 122 $14M
2023 1 124 $16M
2024 1 125 $18M

Nearby 401(k) Plans in California

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

Calico Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Calico Brands, Inc. 401(k) Plan, Total assets ($B): 0.015964026 · Participants: 124Calico Brands, Inc. 401(k) PlanWells 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
Calico Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Calico Brands, Inc. 401(k) Plan side-by-side with 3 peers →

Calico Brands, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Silverback Asset Management, LLC 401(k) Profit Sharing Plan in NC ($16M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Calico Brands, Inc. 401(k) Plan assets move in 2023? ▼
Calico Brands, Inc. 401(k) Plan grew sharply - up 17.6% during 2023, from $14M to $16M. Reported net income was $2M.
How have Calico Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calico Brands, Inc.'s sponsor-wide assets grew 33.0%, from $14M to $18M.
Which 401(k) plans are similar in size to Calico Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Silverback Asset Management, LLC 401(k) Profit Sharing Plan in NC ($16M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Calico Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 330588675.

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.