401(k) · DOL Form 5500 · 2024

Calendly, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
584
Participants Below avg headcount
81st
Percentile by assets National rank
$67,379
Avg per participant Below avg balance/head
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Official DOL plan name: Calendly 401(k) Plan · Sponsored by Calendly, LLC · Georgia · Information & Media

$39M in assets, 584 participants

Calendly, LLC's Calendly 401(k) Plan reported $39M in total assets and 584 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,095 in Information & Media (2,822 peers)

Where Calendly 401(k) Plan sits by assets

Calendly 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 584 participants (~$67,379/participant), up 44.3% in 2024.

#2,095
in Information & Media (2,822 peers)
+44.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Calendly 401(k) Plan's outsized position by total assets

Calendly 401(k) Plan vs every filed plan by assets

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

$39,349,118 Top 19% higher than 81% 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

Calendly 401(k) 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. Calendly 401(k) Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calendly 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Calendly 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Calendly 401(k) Plan reported participants fell from 635 in the plan year 2023 filing to 584 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272763491 · Calendly, LLC PY 2024 · 401(k)

Calendly 401(k) Plan · $39M · 584 · 81st

  • RANK $39M
  • RANK 584
  • RANK 81st
  • RANK 401(k)
  • RANK near Barnes, Dennig & Co., Ltd. Profit Sharing Plan
  • RANK ind #2095

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 Information & Media retirement plans → · Plans in Georgia →

Calendly 401(k) Plan in the asset neighbourhood

Calendly 401(k) Plan$39MBarnes, Dennig & Co., Ltd. Profit Sharing PlanBarnes, Dennig & Co., Ltd. P…$39MRockwell Architecture, Planning & Design, P.C. 401(k) Savings PlanRockwell Architecture, Plann…$39MAccesso 401(k) Retirement PlanAccesso 401(k) Retirement Pl…$39MReplacement Parts, Inc. 401(k) Retirement Savings PlanReplacement Parts, Inc. 401(…$39M
End-of-year total assets ($M) among Calendly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$39M
Net Income$12M
Employer EIN272763491
Plan Effective Date2016-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calendly, LLC)

Sponsor-wide plan assets over time

All Calendly, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 180.29280177704635% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $14M $39.4M ▲ +180.3%
Year Plans Participants Total Assets
2022 1 366 $14M
2023 1 635 $27M
2024 1 584 $39M

Nearby 401(k) Plans in Georgia

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

Calendly 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Calendly 401(k) Plan, Total assets ($B): 0.039349118 · Participants: 584Calendly 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Calendly 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Calendly 401(k) Plan side-by-side with 3 peers →

Calendly 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Barnes, Dennig & Co., Ltd. Profit Sharing Plan in OH ($39M); by covered participants it is Buck 401(k) Savings Plan in NJ (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Calendly 401(k) Plan assets move in 2024? ▼
Calendly 401(k) Plan surged - up 44.3% during 2024, from $27M to $39M. Reported net income was $12M.
How have Calendly, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calendly, LLC's sponsor-wide assets grew 180.3%, from $14M to $39M.
Where does Calendly 401(k) Plan rank by assets among Form 5500 filers? ▼
Calendly 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Calendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barnes, Dennig & Co., Ltd. Profit Sharing Plan in OH ($39M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Calendly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Buck 401(k) Savings Plan in NJ (584 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 272763491.

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.