401(k) · DOL Form 5500 · 2023

Caledonia Management Inc. 401(k) Plan

Data updated 2026-08-25

$24K
Total assets Small plan by assets
2
Participants Small participant base
2nd
Percentile by assets National rank
$11,893
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caledonia Management Inc. 401(k) Plan · Sponsored by Caledonia Management Inc. · Massachusetts · Real Estate

$24K in assets, 2 participants

Caledonia Management Inc.'s Caledonia Management Inc. 401(k) Plan reported $24K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.

  • #140 in Real Estate (4,727 peers)

2023 asset change

Caledonia Management Inc. 401(k) Plan contracted severely 36.6% in 2023 ($38K → $24K) for 2 participants.

#140
in Real Estate (4,727 peers)
-36.6%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caledonia Management Inc. 401(k) Plan among the smaller filed plans by assets

Caledonia Management Inc. 401(k) Plan vs every filed plan by assets

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

$23,785 2nd percentile higher than 2% 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

Caledonia Management Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caledonia Management Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caledonia Management Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Caledonia Management Inc. 401(k) Plan reported net income fell from -$7K in the plan year 2022 filing to -$14K in the plan year 2023 filing.
  • Caledonia Management Inc. 401(k) Plan end-of-year assets fell from $38K in the plan year 2022 filing to $24K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823126062 · Caledonia Management Inc. PY 2023 · 401(k)

Caledonia Management Inc. 401(k) Plan · $24K · 2 · 2nd

  • EOY $24K
  • EOY 2
  • EOY 2nd
  • EOY 401(k)
  • EOY near Purple Mountain Majesty, Inc. 401(k) Plan
  • EOY ind #140

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 Real Estate retirement plans → · Plans in Massachusetts →

Caledonia Management Inc. 401(k) Plan in the asset neighbourhood

Caledonia Management Inc. 401(k) PlanCaledonia Management Inc. 40…$24KPurple Mountain Majesty, Inc. 401(k) PlanPurple Mountain Majesty, Inc…$24KCampinas Corporation 401(k) PlanCampinas Corporation 401(k) …$24KShow Me a Sign, Inc. 401(k) Profit Sharing PlanShow Me a Sign, Inc. 401(k) …$24KHodge Ag Unlimited, Inc. 401(k) Profit Sharing PlanHodge Ag Unlimited, Inc. 401…$24K
End-of-year total assets ($M) among Caledonia Management Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caledonia Management Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Caledonia Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.02M$0.04M$0.06M 202220232024 $0.04M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $38K
2023 1 2 $24K
2024 1 1 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$38K
Net Assets (End of Year)$24K
Net Income-$14K
Employer EIN823126062
Plan Effective Date2017-10-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Caledonia Management Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Caledonia Management Inc. 401(k) Plan, Total assets ($B): 0.000023785 · Participants: 2Caledonia Management Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Caledonia Management Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Caledonia Management Inc. 401(k) Plan side-by-side with 3 peers →

Caledonia Management Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Purple Mountain Majesty, Inc. 401(k) Plan in CO ($24K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Caledonia Management Inc. 401(k) Plan assets move in 2023? ▼
Caledonia Management Inc. 401(k) Plan contracted severely - down 36.6% during 2023, from $38K to $24K. Reported net income was -$14K.
Where does Caledonia Management Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Caledonia Management Inc. 401(k) Plan ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Caledonia Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purple Mountain Majesty, Inc. 401(k) Plan in CO ($24K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caledonia Management Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 823126062.

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.