401(k) · DOL Form 5500 · 2023

Cal Farley's 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
262
Participants Below avg headcount
77th
Percentile by assets National rank
$99,225
Avg per participant Below avg balance/head
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Official DOL plan name: Cal Farley's 401(k) Plan · Sponsored by Cal Farley's · Texas · Healthcare & Social Assistance

$26M in assets, 262 participants

Cal Farley's's Cal Farley's 401(k) Plan reported $26M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,256 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Cal Farley's 401(k) Plan covers 262 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#14,256
in Healthcare & Social Assistance (17,684 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cal Farley's 401(k) Plan's outsized position by total assets

Cal Farley's 401(k) Plan vs every filed plan by assets

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

$25,997,059 Top 23% higher than 77% 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

Cal Farley's 401(k) 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. Cal Farley's 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cal Farley's 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cal Farley's 401(k) Plan reported participants fell from 289 in the plan year 2022 filing to 262 in the plan year 2023 filing.
  • Cal Farley's 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 750808768 · Cal Farley's PY 2023 · 401(k)

Cal Farley's 401(k) Plan · $26M · 262 · 77th

  • ASSETS $26M
  • ASSETS 262
  • ASSETS 77th
  • ASSETS 401(k)
  • ASSETS near Wittenbach Business Systems, LLC 401(k) Retirement Plan
  • ASSETS ind #14256

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Cal Farley's 401(k) Plan in the asset neighbourhood

Cal Farley's 401(k) Plan$26MWittenbach Business Systems, LLC 401(k) Retirement PlanWittenbach Business Systems,…$26MJohn Henry Foster Company of St. Louis, Inc. 401(k) Profit Sharing PlanJohn Henry Foster Company of…$26MFarmers Pride Employee Profit Sharing and Savings PlanFarmers Pride Employee Profi…$26MSolomon Colors, Inc. Salary Deferral PlanSolomon Colors, Inc. Salary …$26M
End-of-year total assets ($M) among Cal Farley's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN750808768
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cal Farley's)

Sponsor-wide plan assets over time

All Cal Farley's plans reported in each filing year

Latest sponsor-wide plan assets
$27M 8.188191470466776% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $25M $27M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 289 $25M
2023 1 262 $26M
2024 1 273 $27M

Nearby 401(k) Plans in Texas

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

Cal Farley's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cal Farley's 401(k) Plan, Total assets ($B): 0.025997059 · Participants: 262Cal Farley's 401(k) 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
Cal Farley's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cal Farley's 401(k) Plan side-by-side with 3 peers →

Cal Farley's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wittenbach Business Systems, LLC 401(k) Retirement Plan in MD ($26M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Cal Farley's 401(k) Plan assets move in 2023? ▼
Cal Farley's 401(k) Plan edged up modestly - up 4.2% during 2023, from $25M to $26M. Reported net income was $1M.
How have Cal Farley's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cal Farley's's sponsor-wide assets grew 8.2%, from $25M to $27M.
Where does Cal Farley's 401(k) Plan rank by assets among Form 5500 filers? ▼
Cal Farley's 401(k) Plan ranks in the 77th 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 Cal Farley's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wittenbach Business Systems, LLC 401(k) Retirement Plan in MD ($26M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Cal Farley's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants, N/A 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 750808768.

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.