401(k) · DOL Form 5500 · 2023
Calegari & Morris, Accountants, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Calegari & Morris, Accountants, a Professional Corporation · California · Professional & Technical Services
$60M in assets, 46 participants
Calegari & Morris, Accountants, a Professional Corporation's Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported $60M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,986 in Professional & Technical Services (20,321 peers)
Where Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits by assets
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $60M for 46 participants (~$1.3M/participant), up 16.0% in 2023.
- #17,986
- in Professional & Technical Services (20,321 peers)
- +16.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$60,247,467 Top 13% higher than 87% 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
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2022 filing to $60M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942186350 · Calegari & Morris, Accountants, a Professional Corporation PY 2023 · 401(k)
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · $60M · 46 · 87th
- PART $60M
- TYPE 46
- NET 87th
- BOOK 401(k)
- VS-ST near First Supply LLC Retirement Plan
- BOY ind #17986
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 California →
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $8M |
| Employer EIN | 942186350 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calegari & Morris, Accountants, a Professional Corporation)
Sponsor-wide plan assets over time
All Calegari & Morris, Accountants, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 3.3465118053564518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $52M |
| 2023 | 1 | 46 | $60M |
| 2024 | 1 | 50 | $50M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is First Supply LLC Retirement Plan in WI ($60M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Savant Learning Systems, Inc. 401(k) Plan (TN) 46 · 0 off
- Carl Marks & Co., Inc Retirement Savings Plan (NY) 46 · 0 off
- Orbel Corporation 401(k) Plan (PA) 46 · 0 off
- Advent Intermodal Solutions LLC 401(k) Plan (NJ) 46 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.