401(k) · DOL Form 5500 · 2023

The Caelun Group, Inc. 401(k) Plan

Data updated 2026-08-25

$651K
Total assets Small plan by assets
14
Participants Small participant base
20th
Percentile by assets National rank
$46,504
Avg per participant Low balance/head
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Official DOL plan name: The Caelun Group, Inc. Profit Sharing Plan · Sponsored by The Caelun Group, Inc. · Texas · Retail Trade

$651K in assets, 14 participants

The Caelun Group, Inc.'s The Caelun Group, Inc. Profit Sharing Plan reported $651K in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,653 in Retail Trade (8,414 peers)

The Caelun Group, Inc. multi-year trail

The Caelun Group, Inc.'s plans moved -48.0% in assets from 2022 to 2024; this filing shows The Caelun Group, Inc. Profit Sharing Plan at $651K / 14 participants.

#2,653
in Retail Trade (8,414 peers)
-48.0%
assets change YoY

The plan reported a net loss of $600K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Caelun Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

The Caelun Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$651,054 20th percentile higher than 20% 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

The Caelun Group, Inc. 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. The Caelun Group, Inc. Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Caelun Group, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $651K in the plan year 2023 filing.
  • The Caelun Group, Inc. Profit Sharing Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 811912420 · The Caelun Group, Inc. PY 2023 · 401(k)

The Caelun Group, Inc. Profit Sharing Plan · $651K · 14 · 20th

  • EIN $651K
  • RANK 14
  • PHOTO 20th
  • IND 401(k)
  • EOY near Powell Batteries, Inc 401(k) Plan
  • 5500 ind #2653

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 →

The Caelun Group, Inc. Profit Sharing Plan in the asset neighbourhood

The Caelun Group, Inc. Profit Sharing PlanThe Caelun Group, Inc. Profi…$651KPowell Batteries, Inc 401(k) PlanPowell Batteries, Inc 401(k)…$651KReel Men Rentals, Inc. Pension Transfer Trust PlanReel Men Rentals, Inc. Pensi…$651KBetcher Ventures Inc. Pension Transfer Trust PlanBetcher Ventures Inc. Pensio…$651KBendblue 401(k)$651K
End-of-year total assets ($M) among The Caelun Group, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Caelun Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Caelun Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$651K 47.95784031531838% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $1.25M $0.65M ▼ -48.0%
Year Plans Participants Total Assets
2022 1 16 $1M
2023 1 14 $651K
2024 1 12 $651K

The Caelun Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$651K
Net Income-$600K
Employer EIN811912420
Plan Effective Date2016-04-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Caelun Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Caelun Group, Inc. Profit Sharing Plan, Total assets ($B): 0.000651054 · Participants: 14The Caelun Group, Inc. 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
The Caelun Group, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Caelun Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

The Caelun Group, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Powell Batteries, Inc 401(k) Plan in GA ($651K); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($651K here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 The Caelun Group, Inc. Profit Sharing Plan assets move in 2023? ▼
The Caelun Group, Inc. Profit Sharing Plan contracted severely - down 48.0% during 2023, from $1M to $651K. Reported net income was -$600K.
How have The Caelun Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Caelun Group, Inc.'s sponsor-wide assets declined 48.0%, from $1M to $651K.
Where does The Caelun Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Caelun Group, Inc. Profit Sharing Plan ranks in the 20th 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 The Caelun Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Powell Batteries, Inc 401(k) Plan in GA ($651K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Caelun Group, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 811912420.

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.