401(k) · DOL Form 5500 · 2023

Calibre Cpa Group, PLLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
206
Participants Below avg headcount
85th
Percentile by assets National rank
$224,314
Avg per participant Above avg balance/head
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Official DOL plan name: Calibre Cpa Group, Profit Sharing Plan · Sponsored by Calibre Cpa Group, PLLC · Maryland · Professional & Technical Services

$46M in assets, 206 participants

Calibre Cpa Group, PLLC's Calibre Cpa Group, Profit Sharing Plan reported $46M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,427 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Calibre Cpa Group, Profit Sharing Plan covers 206 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $46M.

#17,427
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Calibre Cpa Group, Profit Sharing Plan's outsized position by total assets

Calibre Cpa Group, Profit Sharing Plan vs every filed plan by assets

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

$46,208,582 Top 15% higher than 85% 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

Calibre Cpa Group, 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. Calibre Cpa Group, Profit Sharing Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calibre Cpa Group, Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Calibre Cpa Group, Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Calibre Cpa Group, Profit Sharing Plan reported participants rose from 195 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470900880 · Calibre Cpa Group, PLLC PY 2023 · 401(k)

Calibre Cpa Group, Profit Sharing Plan · $46M · 206 · 85th

  • BOOK $46M
  • BOOK 206
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Hka Global, Inc. 401(k) Plan
  • BOOK ind #17427

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 Maryland →

Calibre Cpa Group, Profit Sharing Plan in the asset neighbourhood

Calibre Cpa Group, Profit Sharing PlanCalibre Cpa Group, Profit Sh…$46MHka Global, Inc. 401(k) Plan$46MMan Energy Solutions USA Inc. 401(k) PlanMan Energy Solutions USA Inc…$46MBartlett & West, Inc. 401(k) Profit Sharing PlanBartlett & West, Inc. 401(k)…$46MGray Reed Profit Sharing Plan$46M
End-of-year total assets ($M) among Calibre Cpa Group, Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN470900880
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calibre Cpa Group, PLLC)

Sponsor-wide plan assets over time

All Calibre Cpa Group, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 29.10849327742506% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $49.8M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 195 $39M
2023 1 206 $46M
2024 1 195 $50M

Nearby 401(k) Plans in Maryland

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

Calibre Cpa Group, Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calibre Cpa Group, Profit Sharing Plan, Total assets ($B): 0.046208582 · Participants: 206Calibre Cpa Group, Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Calibre Cpa Group, Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Calibre Cpa Group, Profit Sharing Plan side-by-side with 3 peers →

Calibre Cpa Group, Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Hka Global, Inc. 401(k) Plan in PA ($46M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Calibre Cpa Group, Profit Sharing Plan assets move in 2023? ▼
Calibre Cpa Group, Profit Sharing Plan grew sharply - up 19.9% during 2023, from $39M to $46M. Reported net income was $8M.
How have Calibre Cpa Group, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calibre Cpa Group, PLLC's sponsor-wide assets grew 29.1%, from $39M to $50M.
Where does Calibre Cpa Group, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Calibre Cpa Group, Profit Sharing Plan ranks in the 85th 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 Calibre Cpa Group, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hka Global, Inc. 401(k) Plan in PA ($46M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Calibre Cpa Group, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 470900880.

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.