Profit Sharing · DOL Form 5500 · 2023
Farrell Calhoun, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 164
- Participants
- 76th
- Percentile by assets
- $147,893
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $24M
- total plan assets (2023 EOY)
- 164
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $147,893
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Farrell Calhoun, Inc. Retirement Plan reports 164 participants - about 15% of that state average ($24M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 620431608 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Farrell Calhoun, Inc.)
| 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
- Ballad Health 401(a) Plan $478M · 5,420
- Shreveport Electrical Industry Profit Sharing Plan $88M · 494
- New Orleans Electrical Annuity Plan $77M · 1,475
- Ulps Employee Savings Plan $67M · 237
- Gerber/Taylor Capital Advisors Profit Sharing Plan $46M · 40
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Farrell Calhoun, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Farrell Calhoun, Inc. Retirement Plan
Filing takeaways
Ways to act on Farrell Calhoun, Inc. Retirement Plan's numbers.
- By total assets, Farrell Calhoun, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Farrell Calhoun, Inc.'s sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Retail Trade plans