401(k) · DOL Form 5500 · 2023
Caelum Research Corporation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 288
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $37,782
- Avg per participant Low balance/head
Official DOL plan name: Caelum Research Corporation 401(k) and Profit Sharing Plan · Sponsored by Caelum Research Corporation · Maryland · Professional & Technical Services
$11M in assets, 288 participants
Caelum Research Corporation's Caelum Research Corporation 401(k) and Profit Sharing Plan reported $11M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #12,040 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Caelum Research Corporation 401(k) and Profit Sharing Plan covers 288 participants in Maryland, about 31% of the average Maryland filer (state average ~929 per filing). Assets: $11M.
- #12,040
- in Professional & Technical Services (20,321 peers)
- +14.3%
- assets growth YoY
Caelum Research Corporation 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Caelum Research Corporation 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,881,275 Top 40% higher than 60% 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
Caelum Research Corporation 401(k) and Profit Sharing 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. Caelum Research Corporation 401(k) and Profit Sharing Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caelum Research Corporation 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Caelum Research Corporation 401(k) and Profit Sharing Plan reported participants rose from 217 in the plan year 2022 filing to 288 in the plan year 2023 filing.
- Caelum Research Corporation 401(k) and Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 521512616 · Caelum Research Corporation PY 2023 · 401(k)
Caelum Research Corporation 401(k) and Profit Sharing Plan · $11M · 288 · 60th
- IND $11M
- EOY 288
- 5500 60th
- ASSETS 401(k)
- PCT near Cedarwood Construction Company, Inc. Capital Accumulation Plan
- EIN ind #12040
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 Professional & Technical Services retirement plans → · Plans in Maryland →
Caelum Research Corporation 401(k) and Profit Sharing Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 521512616 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caelum Research Corporation)
Sponsor-wide plan assets over time
All Caelum Research Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 13.766737672587142% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 217 | $10M |
| 2023 | 1 | 288 | $11M |
| 2024 | 1 | 242 | $11M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Caelum Research Corporation 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Cedarwood Construction Company, Inc. Capital Accumulation Plan in OH ($11M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Accord Health Service, Inc. 401(k) Plan (PA) 288 · 0 off
- Clearfield, Inc. 401(k) Plan & Trust (MN) 288 · 0 off
- Astc Employee 401(k) Plan (IL) 288 · 0 off
- University at Buffalo Neurosurgery, 401(k) Retirement Plan (NY) 288 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.