Profit Sharing · DOL Form 5500 · 2023

Farrell Calhoun, Inc. Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
164
Participants Small participant base
76th
Percentile by assets National rank
$147,893
Avg per participant Above avg balance/head
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Official DOL plan name: Farrell Calhoun, Inc. Retirement Plan · Sponsored by Farrell Calhoun, Inc. · Tennessee · Retail Trade

$24M in assets, 164 participants

Farrell Calhoun, Inc.'s Farrell Calhoun, Inc. Retirement Plan reported $24M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,168 in Retail Trade (8,414 peers)

Coverage in Tennessee

Farrell Calhoun, Inc. Retirement Plan covers 164 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $24M.

#7,168
in Retail Trade (8,414 peers)
+16.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Farrell Calhoun, Inc. Retirement Plan's outsized position by total assets

Farrell Calhoun, Inc. Retirement Plan vs every filed plan by assets

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

$24,254,486 Top 24% higher than 76% 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

Farrell Calhoun, Inc. Retirement 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. Farrell Calhoun, Inc. Retirement Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farrell Calhoun, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Farrell Calhoun, Inc. Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Farrell Calhoun, Inc. Retirement Plan reported participants fell from 177 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620431608 · Farrell Calhoun, Inc. PY 2023 · Profit Sharing

Farrell Calhoun, Inc. Retirement Plan · $24M · 164 · 76th

  • PHOTO $24M
  • IND 164
  • EOY 76th
  • 5500 Profit Sharing
  • ASSETS near Western Mutual Insurance Company Profit Sharing / 401(k) Plan
  • PCT ind #7168

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 Retail Trade retirement plans → · Plans in Tennessee →

Farrell Calhoun, Inc. Retirement Plan in the asset neighbourhood

Maine Dartmouth Family Medicine Residency 403(b) PlanMaine Dartmouth Family Medic…$24MWestern Mutual Insurance Company Profit Sharing / 401(k) PlanWestern Mutual Insurance Com…$24MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$24MColumbia Memorial Hospital Tsa/Thrift Plan and TrustColumbia Memorial Hospital T…$24MZamler, Mellen & Shiffman Profit Sharing PlanZamler, Mellen & Shiffman Pr…$24M
End-of-year total assets ($M) among Farrell Calhoun, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN620431608
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farrell Calhoun, Inc.)

Sponsor-wide plan assets over time

All Farrell Calhoun, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 32.25493262645327% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $27.6M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 177 $21M
2023 1 164 $24M
2024 1 196 $28M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500600 Total assets ($M) Participants Farrell Calhoun, Inc. Retirement Plan, Total assets ($M): 24.254486 · Participants: 164Farrell Calhoun, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Farrell Calhoun, Inc. Retirement Plan side-by-side with 3 peers →

Farrell Calhoun, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Western Mutual Insurance Company Profit Sharing / 401(k) Plan in CA ($24M); by covered participants it is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Farrell Calhoun, Inc. Retirement Plan assets move in 2023? ▼
Farrell Calhoun, Inc. Retirement Plan grew sharply - up 16.3% during 2023, from $21M to $24M. Reported net income was $3M.
How have Farrell Calhoun, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farrell Calhoun, Inc.'s sponsor-wide assets grew 32.3%, from $21M to $28M.
Where does Farrell Calhoun, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Farrell Calhoun, Inc. Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Western Mutual Insurance Company Profit Sharing / 401(k) Plan in CA ($24M, 98 participants).
Which Profit Sharing plans cover a similar participant headcount to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan in OH (164 participants, $12M 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 620431608.

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.