ESOP · DOL Form 5500 · 2023
Calibre Systems, Inc. ESOP
Data updated 2026-08-11
- $124M
- Total assets
- 788
- Participants
- 93rd
- Percentile by assets
- $157,615
- Avg per participant
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.
- 93rd percentile by assets (of 127,072 plans)
- #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.
- $124M
- total plan assets (2023 EOY)
- 788
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $157,615
- avg assets per participant
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.
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.
Calibre Systems, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Calibre Systems, Inc. Employee Stock Ownership Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Calibre Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Calibre Systems, Inc. Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Calibre Systems, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Calibre Systems, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Virginia. Compare plans
- Calibre Systems, Inc.'s sponsor-wide assets have declined 2.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans