401(k) · DOL Form 5500 · 2023

Calvetti Ferguson, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
134
Participants Small participant base
61st
Percentile by assets National rank
$85,217
Avg per participant Below avg balance/head
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Official DOL plan name: Calvetti Ferguson 401(k) Profit Sharing Plan · Sponsored by Calvetti Ferguson, LLC · Texas · Professional & Technical Services

$11M in assets, 134 participants

Calvetti Ferguson, LLC's Calvetti Ferguson 401(k) Profit Sharing Plan reported $11M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,265 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Calvetti Ferguson 401(k) Profit Sharing Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#12,265
in Professional & Technical Services (20,321 peers)
+30.2%
assets growth YoY

Calvetti Ferguson 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Calvetti Ferguson 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,419,098 Top 39% higher than 61% 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

Calvetti Ferguson 401(k) Profit Sharing 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. Calvetti Ferguson 401(k) Profit Sharing Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvetti Ferguson 401(k) Profit Sharing Plan reported net income rose from -$952K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Calvetti Ferguson 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Calvetti Ferguson 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134255527 · Calvetti Ferguson, LLC PY 2023 · 401(k)

Calvetti Ferguson 401(k) Profit Sharing Plan · $11M · 134 · 61st

  • TYPE $11M
  • TYPE 134
  • TYPE 61st
  • TYPE 401(k)
  • TYPE near Cal Coast Machinery, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #12265

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 Texas →

Calvetti Ferguson 401(k) Profit Sharing Plan in the asset neighbourhood

Calvetti Ferguson 401(k) Profit Sharing PlanCalvetti Ferguson 401(k) Pro…$11MCal Coast Machinery, Inc. 401(k) Profit Sharing PlanCal Coast Machinery, Inc. 40…$11MGaftek, Inc. Employee Stock Ownership 401(k) PlanGaftek, Inc. Employee Stock …$11MBolton Veterinary Hospital, P.C. 401(k) Profit Sharing PlanBolton Veterinary Hospital, …$11MH&s Companies PC 401(k) Plan$11M
End-of-year total assets ($M) among Calvetti Ferguson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN134255527
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvetti Ferguson, LLC)

Sponsor-wide plan assets over time

All Calvetti Ferguson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.560947779411826% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.77M $13.2M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 118 $9M
2023 1 134 $11M
2024 1 147 $13M

Nearby 401(k) Plans in Texas

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

Calvetti Ferguson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calvetti Ferguson 401(k) Profit Sharing Plan, Total assets ($B): 0.011419098 · Participants: 134Calvetti Ferguson 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Calvetti Ferguson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calvetti Ferguson 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvetti Ferguson 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cal Coast Machinery, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Calvetti Ferguson 401(k) Profit Sharing Plan assets move in 2023? ▼
Calvetti Ferguson 401(k) Profit Sharing Plan surged - up 30.2% during 2023, from $9M to $11M. Reported net income was $3M.
How have Calvetti Ferguson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvetti Ferguson, LLC's sponsor-wide assets grew 50.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cal Coast Machinery, Inc. 401(k) Profit Sharing Plan in CA ($11M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 134255527.

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.