401(k) · DOL Form 5500 · 2023

Calvert Masonry, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
129
Participants Small participant base
62nd
Percentile by assets National rank
$88,712
Avg per participant Below avg balance/head
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Official DOL plan name: Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan · Sponsored by Calvert Masonry, Inc. · Virginia · Construction

$11M in assets, 129 participants

Calvert Masonry, Inc.'s Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan reported $11M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,419 in Construction (9,030 peers)

Coverage in Virginia

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan covers 129 participants in Virginia, about 16% of the average Virginia filer (state average ~782 per filing). Assets: $11M.

#5,419
in Construction (9,030 peers)
-1.7%
assets change YoY

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan's mid-pack asset rank among Construction and all filers

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan vs every filed plan by assets

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

$11,443,801 Top 38% higher than 62% 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

Calvert Masonry, Inc. Employee Stock Ownership and Savings 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. Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan reported net income fell from $538K in the plan year 2022 filing to $58K in the plan year 2023 filing.
  • Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 541692006 · Calvert Masonry, Inc. PY 2023 · 401(k)

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan · $11M · 129 · 62nd

  • RANK $11M
  • PHOTO 129
  • IND 62nd
  • EOY 401(k)
  • 5500 near Lanvera, Ltd. 401(k) Plan
  • ASSETS ind #5419

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 Construction retirement plans → · Plans in Virginia →

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan in the asset neighbourhood

Calvert Masonry, Inc. Employee Stock Ownership and Savings PlanCalvert Masonry, Inc. Employ…$11MLanvera, Ltd. 401(k) Plan$11MCallari Auto Group 401(k) PlanCallari Auto Group 401(k) Pl…$11MNorth Idaho Eye Institute, PA 401(k) Profit Sharing PlanNorth Idaho Eye Institute, P…$11MZazove Associates 401(k) Profit Sharing Plan and TrustZazove Associates 401(k) Pro…$11M
End-of-year total assets ($M) among Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income$58K
Employer EIN541692006
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvert Masonry, Inc.)

Sponsor-wide plan assets over time

All Calvert Masonry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 6.93518279103089% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.6M $12.4M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 128 $12M
2023 1 129 $11M
2024 1 135 $12M

Nearby 401(k) Plans in Virginia

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

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan, Total assets ($B): 0.011443801 · Participants: 129Calvert Masonry, Inc. Employee Stock Ownership and Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan side-by-side with 3 peers →

Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lanvera, Ltd. 401(k) Plan in TX ($11M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan assets move in 2023? ▼
Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan edged down modestly - down 1.7% during 2023, from $12M to $11M. Reported net income was $58K.
How have Calvert Masonry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert Masonry, Inc.'s sponsor-wide assets grew 6.9%, from $12M to $12M.
Which 401(k) plans are similar in size to Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lanvera, Ltd. 401(k) Plan in TX ($11M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Calvert Masonry, Inc. Employee Stock Ownership and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 541692006.

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.