Profit Sharing · DOL Form 5500 · 2023

Calderone Abbott PC Profit Sharing Plan

Data updated 2026-08-25

$762K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$152,472
Avg per participant Above avg balance/head
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Official DOL plan name: Calderone Abbott PC Profit Sharing Plan · Sponsored by Calderone Abbott PC · Virginia · Professional & Technical Services

$762K in assets, 5 participants

Calderone Abbott PC's Calderone Abbott PC Profit Sharing Plan reported $762K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,338 in Professional & Technical Services (20,321 peers)

Calderone Abbott PC multi-year trail

Calderone Abbott PC's plans moved +42.6% in assets from 2022 to 2024; this filing shows Calderone Abbott PC Profit Sharing Plan at $762K / 5 participants.

#3,338
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY

Calderone Abbott PC Profit Sharing Plan among the smaller filed plans by assets

Calderone Abbott PC Profit Sharing Plan vs every filed plan by assets

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

$762,360 21st percentile higher than 21% 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

Calderone Abbott PC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calderone Abbott PC Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calderone Abbott PC Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $180K in the plan year 2023 filing.
  • Calderone Abbott PC Profit Sharing Plan end-of-year assets rose from $582K in the plan year 2022 filing to $762K in the plan year 2023 filing.
  • Calderone Abbott PC Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541476728 · Calderone Abbott PC PY 2023 · Profit Sharing

Calderone Abbott PC Profit Sharing Plan · $762K · 5 · 21st

  • ASSETS $762K
  • PCT 5
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near Andy Caglia Realty, Inc. Profit Sharing Plan
  • IND ind #3338

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 Virginia →

Calderone Abbott PC Profit Sharing Plan in the asset neighbourhood

Calderone Abbott PC Profit Sharing PlanCalderone Abbott PC Profit S…$762KAndy Caglia Realty, Inc. Profit Sharing PlanAndy Caglia Realty, Inc. Pro…$762KOficina Medica Josefina Ortiz LLC Retirement PlanOficina Medica Josefina Orti…$763KSpude, Inc. Retirement Plan$762KThe Dural Corp. Retirement PlanThe Dural Corp. Retirement P…$763K
End-of-year total assets ($M) among Calderone Abbott PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Calderone Abbott PC multi-year asset trail

Sponsor-wide plan assets over time

All Calderone Abbott PC plans reported in each filing year

Latest sponsor-wide plan assets
$831K 42.60143730750346% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.58M $0.83M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 6 $582K
2023 1 5 $762K
2024 1 6 $831K

Calderone Abbott PC filing trail (2023)

Total Assets (Beginning of Year)$582K
Net Assets (End of Year)$762K
Net Income$180K
Employer EIN541476728
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Calderone Abbott PC Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Calderone Abbott PC Profit Sharing Plan, Total assets ($B): 0.00076236 · Participants: 5Calderone Abbott PC Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Calderone Abbott PC Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Calderone Abbott PC Profit Sharing Plan side-by-side with 3 peers →

Calderone Abbott PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Andy Caglia Realty, Inc. Profit Sharing Plan in CA ($762K); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($762K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Calderone Abbott PC Profit Sharing Plan assets move in 2023? ▼
Calderone Abbott PC Profit Sharing Plan surged - up 30.9% during 2023, from $582K to $762K. Reported net income was $180K.
How have Calderone Abbott PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calderone Abbott PC's sponsor-wide assets grew 42.6%, from $582K to $831K.
Where does Calderone Abbott PC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Calderone Abbott PC Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Calderone Abbott PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Andy Caglia Realty, Inc. Profit Sharing Plan in CA ($762K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Calderone Abbott PC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 541476728.

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.