401(k) · DOL Form 5500 · 2023

Am/Ns Calvert LLC 401(k) Plan

Data updated 2026-08-25

$235M
Total assets Near avg plan size
1,940
Participants Near avg headcount
95th
Percentile by assets National rank
$121,011
Avg per participant Near avg balance/head
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Official DOL plan name: Am/Ns Calvert LLC 401(k) Plan · Sponsored by Am/Ns Calvert LLC · Alabama · Manufacturing

$235M in assets, 1,940 participants

Am/Ns Calvert LLC's Am/Ns Calvert LLC 401(k) Plan reported $235M in total assets and 1,940 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.

  • #17,346 in Manufacturing (18,722 peers)

Coverage in Alabama

Am/Ns Calvert LLC 401(k) Plan covers 1,940 participants in Alabama, 5.4x the typical Alabama plan (state average ~360 per filing). Assets: $235M.

#17,346
in Manufacturing (18,722 peers)
+28.7%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Am/Ns Calvert LLC 401(k) Plan's outsized position by total assets

Am/Ns Calvert LLC 401(k) Plan vs every filed plan by assets

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

$234,760,525 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

Am/Ns Calvert LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Am/Ns Calvert LLC 401(k) Plan lands in the large band (1,940 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Am/Ns Calvert LLC 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Am/Ns Calvert LLC 401(k) Plan end-of-year assets rose from $182M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • Am/Ns Calvert LLC 401(k) Plan reported participants rose from 1,865 in the plan year 2022 filing to 1,940 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260206522 · Am/Ns Calvert LLC PY 2023 · 401(k)

Am/Ns Calvert LLC 401(k) Plan · $235M · 1,940 · 95th

  • PHOTO $235M
  • PHOTO 1,940
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Alphastaff Retirement Savings Plan
  • PHOTO ind #17346

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 Alabama →

Am/Ns Calvert LLC 401(k) Plan in the asset neighbourhood

Benco Dental Supply Co. 401(k) PlanBenco Dental Supply Co. 401(…$235MAlphastaff Retirement Savings PlanAlphastaff Retirement Saving…$235MAm/Ns Calvert LLC 401(k) Plan$235MIBEW Local 405 Deferred Savings PlanIBEW Local 405 Deferred Savi…$235MAllegro Microsystems, LLC Employees' Retirement Savings PlanAllegro Microsystems, LLC Em…$235M
End-of-year total assets ($M) among Am/Ns Calvert LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$235M
Net Income$52M
Employer EIN260206522
Plan Effective Date2008-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Am/Ns Calvert LLC)

Sponsor-wide plan assets over time

All Am/Ns Calvert LLC plans reported in each filing year

Latest sponsor-wide plan assets
$289M 58.23923604437744% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $182M $289M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 1,865 $182M
2023 1 1,940 $235M
2024 1 2,042 $289M

Nearby 401(k) Plans in Alabama

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

Am/Ns Calvert LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants Am/Ns Calvert LLC 401(k) Plan, Total assets ($B): 0.234760525 · Participants: 1940Am/Ns Calvert LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Am/Ns Calvert LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Am/Ns Calvert LLC 401(k) Plan side-by-side with 3 peers →

Am/Ns Calvert LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Alphastaff Retirement Savings Plan in FL ($235M); by covered participants it is Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan in VA (1,940 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($235M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,940 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 Am/Ns Calvert LLC 401(k) Plan assets move in 2023? ▼
Am/Ns Calvert LLC 401(k) Plan grew sharply - up 28.7% during 2023, from $182M to $235M. Reported net income was $52M.
How have Am/Ns Calvert LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Am/Ns Calvert LLC's sponsor-wide assets grew 58.2%, from $182M to $289M.
Where does Am/Ns Calvert LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Am/Ns Calvert LLC 401(k) 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 Am/Ns Calvert LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alphastaff Retirement Savings Plan in FL ($235M, 8,025 participants).
Which 401(k) plans cover a similar participant headcount to Am/Ns Calvert LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Union Bankshares Corporation 401(k) Profit Sharing Plan in VA (1,940 participants, $271M 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 260206522.

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.