401(k) · DOL Form 5500 · 2023

Wand Newco 3, Inc. 401(k) Plan

Data updated 2026-08-25

$695M
Total assets Above avg plan size
27,270
Participants Very large workforce
98th
Percentile by assets National rank
$25,495
Avg per participant Low balance/head
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Official DOL plan name: Caliber Holdings Corporation Retirement Savings Plan · Sponsored by Wand Newco 3, Inc. · Texas · Wholesale Trade

$695M in assets, 27,270 participants

Wand Newco 3, Inc.'s Caliber Holdings Corporation Retirement Savings Plan reported $695M in total assets and 27,270 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,229 in Wholesale Trade (6,309 peers)

Coverage in Texas

Caliber Holdings Corporation Retirement Savings Plan covers 27,270 participants in Texas, 40x the typical Texas plan (state average ~688 per filing). Assets: $695M.

#6,229
in Wholesale Trade (6,309 peers)
+35.6%
assets growth YoY
7.0×
vs typical plan assets (national mean)

Caliber Holdings Corporation Retirement Savings Plan's outsized position by total assets

Caliber Holdings Corporation Retirement Savings Plan vs every filed plan by assets

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

$695,237,495 Top 2% higher than 98% 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

Caliber Holdings Corporation Retirement Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caliber Holdings Corporation Retirement Savings Plan is a mega filing (27,270 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caliber Holdings Corporation Retirement Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $183M in the plan year 2023 filing.
  • Caliber Holdings Corporation Retirement Savings Plan end-of-year assets rose from $513M in the plan year 2022 filing to $695M in the plan year 2023 filing.
  • Caliber Holdings Corporation Retirement Savings Plan reported participants rose from 23,596 in the plan year 2022 filing to 27,270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822856885 · Wand Newco 3, Inc. PY 2023 · 401(k)

Caliber Holdings Corporation Retirement Savings Plan · $695M · 27,270 · 98th

  • PART $695M
  • PART 27,270
  • PART 98th
  • PART 401(k)
  • PART near Umpqua Bank 401(k) and Profit Sharing Plan
  • PART ind #6229

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 Texas →

Caliber Holdings Corporation Retirement Savings Plan in the asset neighbourhood

Umpqua Bank 401(k) and Profit Sharing PlanUmpqua Bank 401(k) and Profi…$695MCaliber Holdings Corporation Retirement Savings PlanCaliber Holdings Corporation…$695MWeil, Gotshal & Manges Section 401(k) Savings and Investment PlanWeil, Gotshal & Manges Secti…$695MEast Penn Manufacturing Co. 401(k) Savings PlanEast Penn Manufacturing Co. …$694MDanone U.S. 401(k) Plan$694M
End-of-year total assets ($M) among Caliber Holdings Corporation Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$513M
Net Assets (End of Year)$695M
Net Income$183M
Employer EIN822856885
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wand Newco 3, Inc.)

Sponsor-wide plan assets over time

All Wand Newco 3, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$695M 35.6057769197547% vs 2022
2023 filing year
$400M$500M$600M$700M$800M 20222023 $513M $695M ▲ +35.6%
Year Plans Participants Total Assets
2022 1 23,596 $513M
2023 1 27,270 $695M

Nearby 401(k) Plans in Texas

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

Caliber Holdings Corporation Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Caliber Holdings Corporation Retirement Savings Plan, Total assets ($B): 0.695237495 · Participants: 27270Caliber Holdings Corporation Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Caliber Holdings Corporation Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caliber Holdings Corporation Retirement Savings Plan side-by-side with 3 peers →

Caliber Holdings Corporation Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Umpqua Bank 401(k) and Profit Sharing Plan in WA ($695M); by covered participants it is Publicis Benefits Connection 401(k) Plan in IL (27,310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($695M here).

Similar participant headcount

Nearest other-state filings by covered participants (27,270 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 Caliber Holdings Corporation Retirement Savings Plan assets move in 2023? ▼
Caliber Holdings Corporation Retirement Savings Plan surged - up 35.6% during 2023, from $513M to $695M. Reported net income was $183M.
How have Wand Newco 3, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Wand Newco 3, Inc.'s sponsor-wide assets grew 35.6%, from $513M to $695M.
Where does Caliber Holdings Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Caliber Holdings Corporation Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Caliber Holdings Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Umpqua Bank 401(k) and Profit Sharing Plan in WA ($695M, 3,606 participants).
Which 401(k) plans cover a similar participant headcount to Caliber Holdings Corporation Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Publicis Benefits Connection 401(k) Plan in IL (27,310 participants, $4.4B 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 822856885.

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.