401(k) · DOL Form 5500 · 2023

Calvo Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
378
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,138
Avg per participant Low balance/head
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Official DOL plan name: Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvo Enterprises, Inc. · Guam · Management of Enterprises

$20M in assets, 378 participants

Calvo Enterprises, Inc.'s Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #600 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Calvo Enterprises, Inc. 401(k) Profit Sharing Plan ranks #600 of 1,137 2023 filers by assets (1770% of the sector average)-$20M for 378 participants.

#600
in Management of Enterprises (1,137 peers)
+21.6%
assets growth YoY

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,086,230 Top 27% higher than 73% 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

Calvo Enterprises, Inc. 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. Calvo Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (378 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 309 in the plan year 2022 filing to 378 in the plan year 2023 filing.
  • Calvo Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980030984 · Calvo Enterprises, Inc. PY 2023 · 401(k)

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · $20M · 378 · 73rd

  • ASSETS $20M
  • PCT 378
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Slomin's, Inc. 401(k) Retirement Savings Plan
  • IND ind #600

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 Management of Enterprises retirement plans → · Plans in Guam →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Calvo Enterprises, Inc. 401(k) Profit Sharing PlanCalvo Enterprises, Inc. 401(…$20MSlomin's, Inc. 401(k) Retirement Savings PlanSlomin's, Inc. 401(k) Retire…$20MVesco Oil Corporation 401(k) PlanVesco Oil Corporation 401(k)…$20MCurry Supply Company, Inc. 401(k) Profit Sharing PlanCurry Supply Company, Inc. 4…$20MTechnibilt, Ltd. Dba Wanzl North America 401(k) PlanTechnibilt, Ltd. Dba Wanzl N…$20M
End-of-year total assets ($M) among Calvo Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN980030984
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvo Enterprises, Inc.)

Sponsor-wide plan assets over time

All Calvo Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.652621361127416% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.6M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 309 $17M
2023 1 378 $20M
2024 1 242 $21M

Nearby 401(k) Plans in Guam

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

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants Scatter plot of 6 data points. 300400500600700800 1520253035 Total assets ($M) Participants Calvo Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 20.08623 · Participants: 378Calvo Enterprises, Inc. 401(k) Profit Sharing PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 31.830667 · Participants: 770Guam Regional Medical City 401(k) Retirement Savings PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 30.487966 · Participants: 511Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 28.971643 · Participants: 460Teleguam Holdings LLC 401(k) PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 25.031617 · Participants: 665Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 22.50131 · Participants: 562Dzsp 21 LLC Retirement Savings Plan
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Calvo Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is Slomin's, Inc. 401(k) Retirement Savings Plan in NY ($20M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Calvo Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan grew sharply - up 21.6% during 2023, from $17M to $20M. Reported net income was $4M.
How have Calvo Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvo Enterprises, Inc.'s sponsor-wide assets grew 24.7%, from $17M to $21M.
Which 401(k) plans are similar in size to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slomin's, Inc. 401(k) Retirement Savings Plan in NY ($20M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sdl Inc. 401(k) Plan in MA (378 participants, $58M 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 980030984.

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.