401(k) · DOL Form 5500 · 2024

Calvert Street Capital Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
45th
Percentile by assets National rank
$314,097
Avg per participant High balance/head
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Official DOL plan name: Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvert Street Capital Partners, Inc. · Maryland · Finance & Insurance

$6M in assets, 19 participants

Calvert Street Capital Partners, Inc.'s Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,635 in Finance & Insurance (8,549 peers)

Calvert Street Capital Partners, Inc. multi-year trail

Calvert Street Capital Partners, Inc.'s plans moved +37.5% in assets from 2022 to 2024; this filing shows Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan at $6M / 19 participants.

#2,635
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,967,844 45th percentile higher than 45% of 123,620 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 2024

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported net income rose from $474K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521930752 · Calvert Street Capital Partners, Inc. PY 2024 · 401(k)

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan · $6M · 19 · 45th

  • EOY $6M
  • EOY 19
  • EOY 45th
  • EOY 401(k)
  • EOY near Inception Therapeutics, Inc. 401(k) Plan
  • EOY ind #2635

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 Finance & Insurance retirement plans → · Plans in Maryland →

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing PlanCalvert Street Capital Partn…$6MInception Therapeutics, Inc. 401(k) PlanInception Therapeutics, Inc.…$6MBrandpoint Services 401(k) Profit Sharing PlanBrandpoint Services 401(k) P…$6MEdm Incorporated 401(k) Plan$6MProgressive Lighting, Inc. 401(k) Salary Reduction Plan and TrustProgressive Lighting, Inc. 4…$6M
End-of-year total assets ($M) among Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Calvert Street Capital Partners, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calvert Street Capital Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.49389175252388% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.34M $5.97M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 18 $5M
2024 1 19 $6M

Calvert Street Capital Partners, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN521930752
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005967844 · Participants: 19Calvert Street Capital Partners, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Inception Therapeutics, Inc. 401(k) Plan in CA ($6M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2024, from $5M to $6M. Reported net income was $1M.
How have Calvert Street Capital Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvert Street Capital Partners, Inc.'s sponsor-wide assets grew 37.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inception Therapeutics, Inc. 401(k) Plan in CA ($6M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Calvert Street Capital Partners, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521930752.

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.