ESOP · DOL Form 5500 · 2023
Calibre Systems, Inc. ESOP
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 788
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $157,615
- Avg per participant Above avg balance/head
Official DOL plan name: Calibre Systems, Inc. Employee Stock Ownership Plan · Sponsored by Calibre Systems, Inc. · Virginia · Professional & Technical Services
$124M in assets, 788 participants
Calibre Systems, Inc.'s Calibre Systems, Inc. Employee Stock Ownership Plan reported $124M in total assets and 788 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,061 in Professional & Technical Services (20,321 peers)
Where Calibre Systems, Inc. Employee Stock Ownership Plan sits by assets
Calibre Systems, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $124M for 788 participants (~$157,615/participant), down 4.5% in 2023.
- #19,061
- in Professional & Technical Services (20,321 peers)
- -4.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Calibre Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets
Calibre Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$124,200,368 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Calibre Systems, Inc. Employee Stock Ownership 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. Calibre Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (788 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calibre Systems, Inc. Employee Stock Ownership Plan reported net income fell from -$627K in the plan year 2022 filing to -$14M in the plan year 2023 filing.
- Calibre Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $130M in the plan year 2022 filing to $124M in the plan year 2023 filing.
- Calibre Systems, Inc. Employee Stock Ownership Plan reported participants fell from 809 in the plan year 2022 filing to 788 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 521602142 · Calibre Systems, Inc. PY 2023 · ESOP
Calibre Systems, Inc. Employee Stock Ownership Plan · $124M · 788 · 93rd
- 5500 $124M
- 5500 788
- 5500 93rd
- 5500 ESOP
- 5500 near Bowers & Kubota Consulting, Inc. ESOP
- 5500 ind #19061
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 What is an ESOP? → · Plans in Virginia →
Calibre Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | -$14M |
| Employer EIN | 521602142 |
| Plan Effective Date | 1994-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calibre Systems, Inc.)
Sponsor-wide plan assets over time
All Calibre Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $217M 2.219144009431244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,502 | $222M |
| 2023 | 2 | 1,483 | $231M |
| 2024 | 2 | 1,310 | $217M |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Calibre Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Bowers & Kubota Consulting, Inc. ESOP in HI ($124M); by covered participants it is Kingdom Enterprises, Inc. Employee Stock Ownership Plan in MN (789 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Bowers & Kubota Consulting, Inc. ESOP (HI) $124M · 258
- Carylon Corporation Employee Stock Ownership Plan (IL) $125M · 907
- Form-a-Feed, Inc. Employee Stock Ownership Plan (MN) $125M · 181
- Sonalysts, Inc. Employee Stock Ownership Plan (CT) $125M · 418
Similar participant headcount
Nearest other-state filings by covered participants (788 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.