Profit Sharing · DOL Form 5500 · 2023

Caliza Global Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
30th
Percentile by assets National rank
$38,671
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caliza Global Enterprises, Inc. Retirement Plan · Sponsored by Caliza Global Enterprises, Inc. · Texas · Transportation & Warehousing

$2M in assets, 51 participants

Caliza Global Enterprises, Inc.'s Caliza Global Enterprises, Inc. Retirement Plan reported $2M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,006 in Transportation & Warehousing (3,362 peers)

2023 asset change

Caliza Global Enterprises, Inc. Retirement Plan surged 153.2% in 2023 ($779K → $2M) for 51 participants.

#1,006
in Transportation & Warehousing (3,362 peers)
+153.2%
assets growth YoY

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

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

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

$1,972,219 30th percentile higher than 30% 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

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

Plan-year 2023 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 (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caliza Global Enterprises, Inc. Retirement Plan reported net income rose from -$83K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caliza Global Enterprises, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caliza Global Enterprises, Inc. Retirement Plan reported participants rose from 50 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813608407 · Caliza Global Enterprises, Inc. PY 2023 · Profit Sharing

Caliza Global Enterprises, Inc. Retirement Plan · $2M · 51 · 30th

  • VS-ST $2M
  • VS-ST 51
  • VS-ST 30th
  • VS-ST Profit Sharing
  • VS-ST near Sempraesto Inc. Profit Sharing Plan
  • VS-ST ind #1006

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…$2MSempraesto Inc. Profit Sharing PlanSempraesto Inc. Profit Shari…$2MTd Nash Enterprises Inc. Profit Sharing PlanTd Nash Enterprises Inc. Pro…$2MStruve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$2MLarry D. Rosenstein, a Professional Corporation Profit Sharing PlanLarry D. Rosenstein, a Profe…$2M
End-of-year total assets ($M) among Caliza Global Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Caliza Global Enterprises, Inc. years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)$779K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN813608407
Plan Effective Date2016-08-19
Filing StatusFILING RECEIVED

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. -50000050000100000150000 -202468 Total assets ($B) Participants Caliza Global Enterprises, Inc. Retirement Plan, Total assets ($B): 0.001972219 · Participants: 51Caliza Global Enterprises, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
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 Sempraesto Inc. Profit Sharing Plan in NJ ($2M); by covered participants it is Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Caliza Global Enterprises, Inc. Retirement Plan assets move in 2023? ▼
Caliza Global Enterprises, Inc. Retirement Plan surged - up 153.2% during 2023, from $779K to $2M. Reported net income was $1M.
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 Sempraesto Inc. Profit Sharing Plan in NJ ($2M, 3 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 Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 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 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.