401(k) · DOL Form 5500 · 2023

Perceptive Informatics, LLC D/B/a Calyx 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
474
Participants Below avg headcount
89th
Percentile by assets National rank
$148,062
Avg per participant Above avg balance/head
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Official DOL plan name: Calyx 401(k) Plan · Sponsored by Perceptive Informatics, LLC D/B/a Calyx · North Carolina · Professional & Technical Services

$70M in assets, 474 participants

Perceptive Informatics, LLC D/B/a Calyx's Calyx 401(k) Plan reported $70M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,254 in Professional & Technical Services (20,321 peers)

Where Calyx 401(k) Plan sits by assets

Calyx 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 474 participants (~$148,062/participant), up 14.4% in 2023.

#18,254
in Professional & Technical Services (20,321 peers)
+14.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

Calyx 401(k) Plan vs every filed plan by assets

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

$70,181,268 Top 11% higher than 89% 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

Calyx 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. Calyx 401(k) Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calyx 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Calyx 401(k) Plan reported participants rose from 392 in the plan year 2022 filing to 474 in the plan year 2023 filing.
  • Calyx 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043517642 · Perceptive Informatics, LLC D/B/a Calyx PY 2023 · 401(k)

Calyx 401(k) Plan · $70M · 474 · 89th

  • PART $70M
  • PART 474
  • PART 89th
  • PART 401(k)
  • PART near Farmers Mutual 401(k) Savings Plan
  • PART ind #18254

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 North Carolina →

Calyx 401(k) Plan in the asset neighbourhood

Aluminum Precision Products, Inc. Employee Savings and Profit Sharing PlanAluminum Precision Products,…$70MCalyx 401(k) Plan$70MFarmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$70MQuantix Scs 401(k) Plan$70MRtc Retirement Plan$70M
End-of-year total assets ($M) among Calyx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN043517642
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perceptive Informatics, LLC D/B/a Calyx)

Sponsor-wide plan assets over time

All Perceptive Informatics, LLC D/B/a Calyx plans reported in each filing year

Latest sponsor-wide plan assets
$87M 42.26422836664491% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.4M $87.3M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 392 $61M
2023 1 474 $70M
2024 1 364 $87M

Nearby 401(k) Plans in North Carolina

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

Calyx 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Calyx 401(k) Plan, Total assets ($B): 0.070181268 · Participants: 474Calyx 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Calyx 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Calyx 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Farmers Mutual 401(k) Savings Plan in NE ($70M); by covered participants it is Ridgeview Operations 401(k) Plan in NY (474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Calyx 401(k) Plan assets move in 2023? ▼
Calyx 401(k) Plan grew at a solid clip - up 14.4% during 2023, from $61M to $70M. Reported net income was $9M.
How have Perceptive Informatics, LLC D/B/a Calyx plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perceptive Informatics, LLC D/B/a Calyx's sponsor-wide assets grew 42.3%, from $61M to $87M.
Where does Calyx 401(k) Plan rank by assets among Form 5500 filers? ▼
Calyx 401(k) Plan ranks in the 89th 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 Calyx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Mutual 401(k) Savings Plan in NE ($70M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Calyx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ridgeview Operations 401(k) Plan in NY (474 participants, $148K 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 043517642.

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.