Profit Sharing · DOL Form 5500 · 2022

Caliza Global Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
50
Participants Small participant base
36th
Percentile by assets National rank
$45,980
Avg per participant Low balance/head
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Official DOL plan name: Caliza Global Enterprises, Inc. Retirement Plan · Sponsored by Caliza Global Enterprises, Inc. · Texas · Transportation & Warehousing

$2M in assets, 50 participants

Caliza Global Enterprises, Inc.'s Caliza Global Enterprises, Inc. Retirement Plan reported $2M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,401 in Transportation & Warehousing (3,876 peers)

What the 2022 filing shows

Caliza Global Enterprises, Inc. Retirement Plan holds $2M for 50 participants - about $45,980 per participant, in the lower half of filed plans by assets.

#1,401
in Transportation & Warehousing (3,876 peers)
-3.5%
assets change YoY

The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caliza Global Enterprises, Inc. Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Caliza Global Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,298,985 36th percentile higher than 36% of 139,123 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 2022

Caliza Global Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caliza Global Enterprises, Inc. Retirement Plan is a small filing (50 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 813608407 · Caliza Global Enterprises, Inc. PY 2022 · Profit Sharing

Caliza Global Enterprises, Inc. Retirement Plan · $2M · 50 · 36th

  • BOOK $2M
  • VS-ST 50
  • BOY 36th
  • SCH Profit Sharing
  • EBSA near Mount & Nadler, Inc. Employees Retirement Plan
  • PART ind #1401

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Caliza Global Enterprises, Inc. Retirement Plan in the asset neighbourhood

Caliza Global Enterprises, Inc. Retirement PlanCaliza Global Enterprises, I…$2MMount & Nadler, Inc. Employees Retirement PlanMount & Nadler, Inc. Employe…$2MPacific Unlimited, Inc. 401(k) Profit Sharing PlanPacific Unlimited, Inc. 401(…$2MWatts and Hershberger, PC 401(k) PlanWatts and Hershberger, PC 40…$2MHarold E. Elkins, Cpa Retirement PlanHarold E. Elkins, Cpa Retire…$2M
End-of-year total assets ($M) among Caliza Global Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$83K
Employer EIN813608407
Plan Effective Date2016-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Caliza Global Enterprises, Inc.)

Sponsor-wide plan assets over time

All Caliza Global Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.849544472886948% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.3M $2.14M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 2 93 $3M
2024 1 43 $2M

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Caliza Global Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Caliza Global Enterprises, Inc. Retirement Plan, Total assets ($B): 0.002298985 · Participants: 50Caliza Global Enterprises, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Caliza Global Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Caliza Global Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Caliza Global Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Mount & Nadler, Inc. Employees Retirement Plan in NY ($2M); by covered participants it is Seraaj Family Homes, Inc. Profit Sharing Plan in AL (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caliza Global Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Caliza Global Enterprises, Inc. Retirement Plan edged down modestly - down 3.5% during 2022, from $2M to $2M. Reported net income was -$83K.
How have Caliza Global Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caliza Global Enterprises, Inc.'s sponsor-wide assets declined 6.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Caliza Global Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mount & Nadler, Inc. Employees Retirement Plan in NY ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Caliza Global Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Seraaj Family Homes, Inc. Profit Sharing Plan in AL (50 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813608407.

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.