401(k) · DOL Form 5500 · 2023

Calhaven, LLC 401(k) Plan

Data updated 2026-08-25

$849K
Total assets Small plan by assets
15
Participants Small participant base
22nd
Percentile by assets National rank
$56,620
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rancho Cielo 401(k) Profit Sharing Plan · Sponsored by Calhaven, LLC · California · Agriculture, Forestry & Fishing

$849K in assets, 15 participants

Calhaven, LLC's Rancho Cielo 401(k) Profit Sharing Plan reported $849K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #258 in Agriculture, Forestry & Fishing (1,288 peers)

Calhaven, LLC multi-year trail

Calhaven, LLC's plans moved +38.6% in assets from 2022 to 2024; this filing shows Rancho Cielo 401(k) Profit Sharing Plan at $849K / 15 participants.

#258
in Agriculture, Forestry & Fishing (1,288 peers)
+20.6%
assets growth YoY

Rancho Cielo 401(k) Profit Sharing Plan among the smaller filed plans by assets

Rancho Cielo 401(k) Profit Sharing Plan vs every filed plan by assets

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

$849,295 22nd percentile higher than 22% 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

Rancho Cielo 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rancho Cielo 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rancho Cielo 401(k) Profit Sharing Plan reported net income rose from $37K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • Rancho Cielo 401(k) Profit Sharing Plan end-of-year assets rose from $704K in the plan year 2022 filing to $849K in the plan year 2023 filing.
  • Rancho Cielo 401(k) Profit Sharing Plan reported participants rose from 13 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208923761 · Calhaven, LLC PY 2023 · 401(k)

Rancho Cielo 401(k) Profit Sharing Plan · $849K · 15 · 22nd

  • ASSETS $849K
  • ASSETS 15
  • ASSETS 22nd
  • ASSETS 401(k)
  • ASSETS near Healthy Vision Profit Sharing 401(k) Plan
  • ASSETS ind #258

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Rancho Cielo 401(k) Profit Sharing Plan in the asset neighbourhood

Rancho Cielo 401(k) Profit Sharing PlanRancho Cielo 401(k) Profit S…$849KHealthy Vision Profit Sharing 401(k) PlanHealthy Vision Profit Sharin…$849KClarkston Surgery Center 401(k) PlanClarkston Surgery Center 401…$849KKey Hr Retirement Savings PlanKey Hr Retirement Savings Pl…$849KNick J. Perisin, Inc. Single KNick J. Perisin, Inc. Single…$849K
End-of-year total assets ($M) among Rancho Cielo 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Calhaven, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calhaven, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$976K 38.59968248829211% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.7M $0.98M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 13 $704K
2023 1 15 $849K
2024 1 16 $976K

Calhaven, LLC filing trail (2023)

Total Assets (Beginning of Year)$704K
Net Assets (End of Year)$849K
Net Income$145K
Employer EIN208923761
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rancho Cielo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rancho Cielo 401(k) Profit Sharing Plan, Total assets ($B): 0.000849295 · Participants: 15Rancho Cielo 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rancho Cielo 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rancho Cielo 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rancho Cielo 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healthy Vision Profit Sharing 401(k) Plan in FL ($849K); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($849K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Rancho Cielo 401(k) Profit Sharing Plan assets move in 2023? ▼
Rancho Cielo 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $704K to $849K. Reported net income was $145K.
How have Calhaven, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhaven, LLC's sponsor-wide assets grew 38.6%, from $704K to $976K.
Where does Rancho Cielo 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rancho Cielo 401(k) Profit Sharing Plan ranks in the 22nd 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 401(k) plans are similar in size to Rancho Cielo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthy Vision Profit Sharing 401(k) Plan in FL ($849K, 20 participants).
Which 401(k) plans cover a similar participant headcount to Rancho Cielo 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M 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 208923761.

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.