401(k) · DOL Form 5500 · 2024

Calbag Metals Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
294
Participants Below avg headcount
70th
Percentile by assets National rank
$66,180
Avg per participant Below avg balance/head
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Official DOL plan name: Calbag Metals Company Profit Sharing Plan · Sponsored by Calbag Metals Company · Oregon · Manufacturing

$19M in assets, 294 participants

Calbag Metals Company's Calbag Metals Company Profit Sharing Plan reported $19M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,504 in Manufacturing (17,777 peers)

Calbag Metals Company multi-year trail

Calbag Metals Company's plans moved +22.6% in assets from 2022 to 2024; this filing shows Calbag Metals Company Profit Sharing Plan at $19M / 294 participants.

#10,504
in Manufacturing (17,777 peers)
+15.7%
assets growth YoY

Calbag Metals Company Profit Sharing Plan's outsized position by total assets

Calbag Metals Company Profit Sharing Plan vs every filed plan by assets

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

$19,456,783 Top 30% higher than 70% 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

Calbag Metals Company Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calbag Metals Company Profit Sharing Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calbag Metals Company Profit Sharing Plan reported net income rose from $941K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Calbag Metals Company Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Calbag Metals Company Profit Sharing Plan reported participants rose from 271 in the plan year 2023 filing to 294 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930466199 · Calbag Metals Company PY 2024 · 401(k)

Calbag Metals Company Profit Sharing Plan · $19M · 294 · 70th

  • SCH $19M
  • SCH 294
  • SCH 70th
  • SCH 401(k)
  • SCH near Journey Mental Health Center Inc 403b Plan
  • SCH ind #10504

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 Manufacturing retirement plans → · Plans in Oregon →

Calbag Metals Company Profit Sharing Plan in the asset neighbourhood

Calbag Metals Company Profit Sharing PlanCalbag Metals Company Profit…$19MJourney Mental Health Center Inc 403b PlanJourney Mental Health Center…$19MCibt 401(k) Retirement Savings PlanCibt 401(k) Retirement Savin…$19MSunset Development 401(k) PlanSunset Development 401(k) Pl…$19MInspirata Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Calbag Metals Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Calbag Metals Company multi-year asset trail

Sponsor-wide plan assets over time

All Calbag Metals Company plans reported in each filing year

Latest sponsor-wide plan assets
$19M 22.582195627414013% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.9M $19.5M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 244 $16M
2023 1 271 $17M
2024 1 294 $19M

Calbag Metals Company filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN930466199
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Calbag Metals Company Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Calbag Metals Company Profit Sharing Plan, Total assets ($B): 0.019456783 · Participants: 294Calbag Metals Company Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Calbag Metals Company Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Calbag Metals Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Journey Mental Health Center Inc 403b Plan in WI ($19M); by covered participants it is Topographic Om, Inc. Retirement Plan in TX (294 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Calbag Metals Company Profit Sharing Plan assets move in 2024?
Calbag Metals Company Profit Sharing Plan grew sharply - up 15.7% during 2024, from $17M to $19M. Reported net income was $3M.
How have Calbag Metals Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Calbag Metals Company's sponsor-wide assets grew 22.6%, from $16M to $19M.
Which 401(k) plans are similar in size to Calbag Metals Company Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Journey Mental Health Center Inc 403b Plan in WI ($19M, 466 participants).
Which 401(k) plans cover a similar participant headcount to Calbag Metals Company Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Topographic Om, Inc. Retirement Plan in TX (294 participants, $21M in assets).