401(k) · DOL Form 5500 · 2023

Calabrio, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
423
Participants Below avg headcount
81st
Percentile by assets National rank
$81,743
Avg per participant Below avg balance/head
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Official DOL plan name: Calabrio, Inc. Retirement Plan · Sponsored by Calabrio, Inc. · Minnesota · Professional & Technical Services

$35M in assets, 423 participants

Calabrio, Inc.'s Calabrio, Inc. Retirement Plan reported $35M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,625 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Calabrio, Inc. Retirement Plan covers 423 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $35M.

#16,625
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Calabrio, Inc. Retirement Plan's outsized position by total assets

Calabrio, Inc. Retirement Plan vs every filed plan by assets

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

$34,577,321 Top 19% higher than 81% 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

Calabrio, Inc. Retirement 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. Calabrio, Inc. Retirement Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calabrio, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Calabrio, Inc. Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Calabrio, Inc. Retirement Plan reported participants fell from 457 in the plan year 2022 filing to 423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260874583 · Calabrio, Inc. PY 2023 · 401(k)

Calabrio, Inc. Retirement Plan · $35M · 423 · 81st

  • VS-ST $35M
  • BOY 423
  • SCH 81st
  • EBSA 401(k)
  • PART near Builders Insurance Group, Inc. 401(k) Plan
  • TYPE ind #16625

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Calabrio, Inc. Retirement Plan in the asset neighbourhood

Calabrio, Inc. Retirement PlanCalabrio, Inc. Retirement Pl…$35MBuilders Insurance Group, Inc. 401(k) PlanBuilders Insurance Group, In…$35MHoward, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$35MMarquette University High School 401(k) PlanMarquette University High Sc…$35MCogency Global, Inc. 401(k) PlanCogency Global, Inc. 401(k) …$35M
End-of-year total assets ($M) among Calabrio, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$35M
Net Income$6M
Employer EIN260874583
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calabrio, Inc.)

Sponsor-wide plan assets over time

All Calabrio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 34.04663128837354% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.6M $38.4M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 457 $29M
2023 1 423 $35M
2024 1 317 $38M

Nearby 401(k) Plans in Minnesota

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

Calabrio, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Calabrio, Inc. Retirement Plan, Total assets ($B): 0.034577321 · Participants: 423Calabrio, Inc. Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Calabrio, Inc. Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Calabrio, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Builders Insurance Group, Inc. 401(k) Plan in GA ($35M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Calabrio, Inc. Retirement Plan assets move in 2023? ▼
Calabrio, Inc. Retirement Plan grew sharply - up 20.8% during 2023, from $29M to $35M. Reported net income was $6M.
How have Calabrio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calabrio, Inc.'s sponsor-wide assets grew 34.0%, from $29M to $38M.
Where does Calabrio, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Calabrio, Inc. Retirement Plan ranks in the 81st 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 Calabrio, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Builders Insurance Group, Inc. 401(k) Plan in GA ($35M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Calabrio, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 260874583.

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.