401(k) · DOL Form 5500 · 2024

Caltana Investment Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$192K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$96,240
Avg per participant Below avg balance/head
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Official DOL plan name: Caltana Investment Properties, Inc. 401(k) Plan · Sponsored by Caltana Investment Properties, Inc. · Washington · Real Estate

$192K in assets, 2 participants

Caltana Investment Properties, Inc.'s Caltana Investment Properties, Inc. 401(k) Plan reported $192K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

  • #698 in Real Estate (4,605 peers)

Caltana Investment Properties, Inc. multi-year trail

Caltana Investment Properties, Inc.'s plans moved +38.0% in assets from 2022 to 2024; this filing shows Caltana Investment Properties, Inc. 401(k) Plan at $192K / 2 participants.

#698
in Real Estate (4,605 peers)
+253.6%
assets growth YoY

Caltana Investment Properties, Inc. 401(k) Plan among the smaller filed plans by assets

Caltana Investment Properties, Inc. 401(k) Plan vs every filed plan by assets

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

$192,479 10th percentile higher than 10% 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

Caltana Investment Properties, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caltana Investment Properties, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caltana Investment Properties, Inc. 401(k) Plan reported net income rose from -$85K in the plan year 2023 filing to $138K in the plan year 2024 filing.
  • Caltana Investment Properties, Inc. 401(k) Plan end-of-year assets rose from $54K in the plan year 2023 filing to $192K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 462900104 · Caltana Investment Properties, Inc. PY 2024 · 401(k)

Caltana Investment Properties, Inc. 401(k) Plan · $192K · 2 · 10th

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  • BOOK ind #698

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 Washington →

Caltana Investment Properties, Inc. 401(k) Plan in the asset neighbourhood

Caltana Investment Properties, Inc. 401(k) PlanCaltana Investment Propertie…$192KHqh2o, Inc. 401(k) Plan$192KOvando Investments, Inc. 401(k) Profit Sharing PlanOvando Investments, Inc. 401…$192KChristian Renewal Ministries Inc. TsaChristian Renewal Ministries…$193KNorthern Colorado Custard 401(k) PlanNorthern Colorado Custard 40…$192K
End-of-year total assets ($M) among Caltana Investment Properties, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caltana Investment Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caltana Investment Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$192K 37.97481057755031% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.14M $0.19M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 2 $140K
2023 1 2 $54K
2024 1 2 $192K

Caltana Investment Properties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$54K
Net Assets (End of Year)$192K
Net Income$138K
Employer EIN462900104
Plan Effective Date2013-06-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Caltana Investment Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Caltana Investment Properties, Inc. 401(k) Plan, Total assets ($B): 0.000192479 · Participants: 2Caltana Investment Properties, Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Caltana Investment Properties, Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Caltana Investment Properties, Inc. 401(k) Plan side-by-side with 3 peers →

Caltana Investment Properties, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Hqh2o, Inc. 401(k) Plan in FL ($192K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($192K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Caltana Investment Properties, Inc. 401(k) Plan assets move in 2024? ▼
Caltana Investment Properties, Inc. 401(k) Plan surged - up 253.6% during 2024, from $54K to $192K. Reported net income was $138K.
How have Caltana Investment Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caltana Investment Properties, Inc.'s sponsor-wide assets grew 38.0%, from $140K to $192K.
Where does Caltana Investment Properties, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Caltana Investment Properties, Inc. 401(k) Plan ranks in the 10th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Caltana Investment Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hqh2o, Inc. 401(k) Plan in FL ($192K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Caltana Investment Properties, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 462900104.

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.