401(k) · DOL Form 5500 · 2023

Caliber Public Schools 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
231
Participants Below avg headcount
47th
Percentile by assets National rank
$25,075
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caliber Public Schools 401(k) Profit Sharing Plan and Trust · Sponsored by Caliber Public Schools · California · Educational Services

$6M in assets, 231 participants

Caliber Public Schools's Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,195 in Educational Services (3,735 peers)

Coverage in California

Caliber Public Schools 401(k) Profit Sharing Plan and Trust covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $6M.

#1,195
in Educational Services (3,735 peers)
+35.9%
assets growth YoY

Caliber Public Schools 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Educational Services and all filers

Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,792,223 47th percentile higher than 47% 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

Caliber Public Schools 401(k) Profit Sharing Plan and Trust 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. Caliber Public Schools 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported net income rose from $13K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported participants rose from 218 in the plan year 2022 filing to 231 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461219795 · Caliber Public Schools PY 2023 · 401(k)

Caliber Public Schools 401(k) Profit Sharing Plan and Trust · $6M · 231 · 47th

  • ASSETS $6M
  • ASSETS 231
  • ASSETS 47th
  • ASSETS 401(k)
  • ASSETS near Reproductive Gynecology LLC 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #1195

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 Educational Services retirement plans → · Plans in California →

Caliber Public Schools 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Caliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$6MReproductive Gynecology LLC 401(k) Profit Sharing Plan & TrustReproductive Gynecology LLC …$6MParticle Dynamics Retirement PlanParticle Dynamics Retirement…$6MFederal Cleaning Contractors, Inc. Employees' 401(k) Savings PlanFederal Cleaning Contractors…$6MHands on Learning Solutions 401(k) PlanHands on Learning Solutions …$6M
End-of-year total assets ($M) among Caliber Public Schools 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN461219795
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caliber Public Schools)

Sponsor-wide plan assets over time

All Caliber Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$8M 77.49327938227793% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.26M $7.57M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 218 $4M
2023 1 231 $6M
2024 1 214 $8M

Nearby 401(k) Plans in California

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

Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Caliber Public Schools 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005792223 · Participants: 231Caliber Public Schools 401(k) Profit Sharing Plan and TrustWells 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
Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Caliber Public Schools 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Caliber Public Schools 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Reproductive Gynecology LLC 401(k) Profit Sharing Plan & Trust in OH ($6M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Caliber Public Schools 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Caliber Public Schools 401(k) Profit Sharing Plan and Trust surged - up 35.9% during 2023, from $4M to $6M. Reported net income was $2M.
How have Caliber Public Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caliber Public Schools's sponsor-wide assets grew 77.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Caliber Public Schools 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Reproductive Gynecology LLC 401(k) Profit Sharing Plan & Trust in OH ($6M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Caliber Public Schools 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 participants, N/A 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 461219795.

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.