401(k) · DOL Form 5500 · 2023

Calendar Holdings LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
370
Participants Below avg headcount
69th
Percentile by assets National rank
$45,448
Avg per participant Low balance/head
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Official DOL plan name: Calendar Holdings LLC 401(k) & Profit Sharing Plan · Sponsored by Calendar Holdings LLC · Texas · Retail Trade

$17M in assets, 370 participants

Calendar Holdings LLC's Calendar Holdings LLC 401(k) & Profit Sharing Plan reported $17M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,745 in Retail Trade (8,414 peers)

Calendar Holdings LLC multi-year trail

Calendar Holdings LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Calendar Holdings LLC 401(k) & Profit Sharing Plan at $17M / 370 participants.

#6,745
in Retail Trade (8,414 peers)
+18.9%
assets growth YoY

Calendar Holdings LLC 401(k) & Profit Sharing Plan's outsized position by total assets

Calendar Holdings LLC 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$16,815,647 Top 31% higher than 69% 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

Calendar Holdings LLC 401(k) & 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. Calendar Holdings LLC 401(k) & Profit Sharing Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calendar Holdings LLC 401(k) & Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Calendar Holdings LLC 401(k) & Profit Sharing Plan reported participants fell from 602 in the plan year 2022 filing to 370 in the plan year 2023 filing.
  • Calendar Holdings LLC 401(k) & Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264144504 · Calendar Holdings LLC PY 2023 · 401(k)

Calendar Holdings LLC 401(k) & Profit Sharing Plan · $17M · 370 · 69th

  • PART $17M
  • TYPE 370
  • NET 69th
  • BOOK 401(k)
  • VS-ST near D.D. Hurst Corporation Profit Sharing and Savings Plan
  • BOY ind #6745

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 Texas →

Calendar Holdings LLC 401(k) & Profit Sharing Plan in the asset neighbourhood

Calendar Holdings LLC 401(k) & Profit Sharing PlanCalendar Holdings LLC 401(k)…$17MD.D. Hurst Corporation Profit Sharing and Savings PlanD.D. Hurst Corporation Profi…$17MThe Mosser Group Employee Savings Plan and TrustThe Mosser Group Employee Sa…$17MRoyal Poinciana Golf Club 401(k) Retirement PlanRoyal Poinciana Golf Club 40…$17MReliance Relocation Services Inc 401(k) PlanReliance Relocation Services…$17M
End-of-year total assets ($M) among Calendar Holdings LLC 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Calendar Holdings LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calendar Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 40.3806723877652% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.9M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 602 $14M
2023 1 370 $17M
2024 1 434 $20M

Calendar Holdings LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN264144504
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Calendar Holdings LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calendar Holdings LLC 401(k) & Profit Sharing Plan, Total assets ($B): 0.016815647 · Participants: 370Calendar Holdings LLC 401(k) & Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Calendar Holdings LLC 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calendar Holdings LLC 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Calendar Holdings LLC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is D.D. Hurst Corporation Profit Sharing and Savings Plan in PA ($17M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Calendar Holdings LLC 401(k) & Profit Sharing Plan assets move in 2023? ▼
Calendar Holdings LLC 401(k) & Profit Sharing Plan grew sharply - up 18.9% during 2023, from $14M to $17M. Reported net income was $3M.
How have Calendar Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calendar Holdings LLC's sponsor-wide assets grew 40.4%, from $14M to $20M.
Which 401(k) plans are similar in size to Calendar Holdings LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is D.D. Hurst Corporation Profit Sharing and Savings Plan in PA ($17M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Calendar Holdings LLC 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M 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 264144504.

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.