401(k) · DOL Form 5500 · 2023
Wand Newco 3, Inc. 401(k) Plan
Data updated 2026-08-11
- $695M
- Total assets
- 27,270
- Participants
- 98th
- Percentile by assets
- $25,495
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $695M
- total plan assets (2023 EOY)
- 27,270
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $25,495
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Caliber Holdings Corporation Retirement Savings Plan reports 27,270 participants - 40x that state average ($695M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $513M |
|---|---|
| Net Assets (End of Year) | $695M |
| Net Income | $183M |
| Employer EIN | 822856885 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wand Newco 3, Inc.)
| 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
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caliber Holdings Corporation Retirement Savings Plan by total assets, not by location.
- Umpqua Bank 401(k) and Profit Sharing Plan (WA) $695M · 3,606
- Weil, Gotshal & Manges Section 401(k) Savings and Investment Plan (NY) $695M · 1,648
- East Penn Manufacturing Co. 401(k) Savings Plan (PA) $694M · 9,778
- Danone U.S. 401(k) Plan (NY) $694M · 5,394
Frequently Asked Questions
How did Caliber Holdings Corporation Retirement Savings Plan assets move in 2023? ▼
How have Wand Newco 3, Inc. plan assets changed over time? ▼
Where does Caliber Holdings Corporation Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Caliber Holdings Corporation Retirement …
Filing takeaways
Ways to act on Caliber Holdings Corporation Retirement Savings Plan's numbers.
- By total assets, Caliber Holdings Corporation Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Wand Newco 3, Inc.'s sponsor-wide assets have grown 35.6% since 2022 across 2 plan years on file. More Wholesale Trade plans