401(k) · DOL Form 5500 · 2024
Calligari & Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $952K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $79,300
- Avg per participant Below avg balance/head
Official DOL plan name: Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan · Sponsored by Calligari & Associates, LLC · California · Retail Trade
$952K in assets, 12 participants
Calligari & Associates, LLC's Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan reported $952K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #2,805 in Retail Trade (8,048 peers)
Calligari & Associates, LLC multi-year trail
Calligari & Associates, LLC's plans moved +65.7% in assets from 2022 to 2024; this filing shows Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan at $952K / 12 participants.
- #2,805
- in Retail Trade (8,048 peers)
- +36.7%
- assets growth YoY
Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan among the smaller filed plans by assets
Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$951,594 23rd percentile higher than 23% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Calligari & Associates, LLC Cross-Tested 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. Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan reported net income rose from $122K in the plan year 2023 filing to $256K in the plan year 2024 filing.
- Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan end-of-year assets rose from $696K in the plan year 2023 filing to $952K in the plan year 2024 filing.
- Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 472545487 · Calligari & Associates, LLC PY 2024 · 401(k)
Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan · $952K · 12 · 23rd
- TYPE $952K
- NET 12
- BOOK 23rd
- VS-ST 401(k)
- BOY near Heartland Carriers Retirement Plan
- SCH ind #2805
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 California →
Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan in the asset neighbourhood
Calligari & Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Calligari & Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $952K 65.68363210897998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $574K |
| 2023 | 1 | 11 | $696K |
| 2024 | 1 | 12 | $952K |
Calligari & Associates, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $696K |
|---|---|
| Net Assets (End of Year) | $952K |
| Net Income | $256K |
| Employer EIN | 472545487 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Calligari & Associates, LLC Cross-Tested 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Heartland Carriers Retirement Plan in TX ($952K); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($952K here).
- Heartland Carriers Retirement Plan (TX) $952K · 2
- American Oggi 401(k) Plan (NJ) $952K · 11
- Westend Holdings, Inc. 401(k) Plan (TX) $951K · 68
- American Financial Funding Corp - 401(k) Profit Sharing Plan (IL) $951K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (12 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.