401(k) · DOL Form 5500 · 2023

Caltrol, Inc 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
287
Participants Below avg headcount
78th
Percentile by assets National rank
$95,174
Avg per participant Below avg balance/head
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Official DOL plan name: Caltrol, Inc. 401(k) Savings Plan · Sponsored by Caltrol, Inc · Nevada · Wholesale Trade

$27M in assets, 287 participants

Caltrol, Inc's Caltrol, Inc. 401(k) Savings Plan reported $27M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,836 in Wholesale Trade (6,309 peers)

Coverage in Nevada

Caltrol, Inc. 401(k) Savings Plan covers 287 participants in Nevada, about 45% of the average Nevada filer (state average ~636 per filing). Assets: $27M.

#4,836
in Wholesale Trade (6,309 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caltrol, Inc. 401(k) Savings Plan's outsized position by total assets

Caltrol, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$27,314,832 Top 22% higher than 78% 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

Caltrol, Inc. 401(k) Savings 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. Caltrol, Inc. 401(k) Savings Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caltrol, Inc. 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caltrol, Inc. 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Caltrol, Inc. 401(k) Savings Plan reported participants rose from 275 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953926313 · Caltrol, Inc PY 2023 · 401(k)

Caltrol, Inc. 401(k) Savings Plan · $27M · 287 · 78th

  • EIN $27M
  • EIN 287
  • EIN 78th
  • EIN 401(k)
  • EIN near Foundation Partners Group, LLC Retirement Savings Plan
  • EIN ind #4836

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 Wholesale Trade retirement plans → · Plans in Nevada →

Caltrol, Inc. 401(k) Savings Plan in the asset neighbourhood

The Colorado River Indian Tribes Retirement Plan and TrustThe Colorado River Indian Tr…$27MClari Retirement Savings Plan$27MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$27MFoundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$27MArmstrong Garden Centers, Inc. 401(k) PlanArmstrong Garden Centers, In…$27M
End-of-year total assets ($M) among Caltrol, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nevada filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN953926313
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caltrol, Inc)

Sponsor-wide plan assets over time

All Caltrol, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$32M 39.93728401349212% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $32.5M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 275 $23M
2023 1 287 $27M
2024 1 320 $32M

Nearby 401(k) Plans in Nevada

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

Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Caltrol, Inc. 401(k) Savings Plan, Total assets ($B): 0.027314832 · Participants: 287Caltrol, Inc. 401(k) Savings PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Caltrol, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Caltrol, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Foundation Partners Group, LLC Retirement Savings Plan in FL ($27M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Caltrol, Inc. 401(k) Savings Plan assets move in 2023? ▼
Caltrol, Inc. 401(k) Savings Plan grew sharply - up 17.7% during 2023, from $23M to $27M. Reported net income was $4M.
How have Caltrol, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caltrol, Inc's sponsor-wide assets grew 39.9%, from $23M to $32M.
Where does Caltrol, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Caltrol, Inc. 401(k) Savings Plan ranks in the 78th 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 Caltrol, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundation Partners Group, LLC Retirement Savings Plan in FL ($27M, 1,370 participants).
Which 401(k) plans cover a similar participant headcount to Caltrol, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 953926313.

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.