401(k) · DOL Form 5500 · 2024

Calamos Investments LLC 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
397
Participants Below avg headcount
94th
Percentile by assets National rank
$503,757
Avg per participant High balance/head
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Official DOL plan name: Calamos Profit Sharing 401(k) Plan · Sponsored by Calamos Investments LLC · Illinois · Finance & Insurance

$200M in assets, 397 participants

Calamos Investments LLC's Calamos Profit Sharing 401(k) Plan reported $200M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,766 in Finance & Insurance (8,549 peers)

Where Calamos Profit Sharing 401(k) Plan sits by assets

Calamos Profit Sharing 401(k) Plan sits in the top 10% of all filed plans by assets, $200M for 397 participants (~$503,757/participant), up 16.6% in 2024.

#7,766
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Calamos Profit Sharing 401(k) Plan's outsized position by total assets

Calamos Profit Sharing 401(k) Plan vs every filed plan by assets

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

$199,991,498 Top 6% higher than 94% 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

Calamos Profit Sharing 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. Calamos Profit Sharing 401(k) Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calamos Profit Sharing 401(k) Plan end-of-year assets rose from $172M in the plan year 2023 filing to $200M in the plan year 2024 filing.
  • Calamos Profit Sharing 401(k) Plan reported net income rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Calamos Profit Sharing 401(k) Plan reported participants rose from 368 in the plan year 2023 filing to 397 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 201768357 · Calamos Investments LLC PY 2024 · 401(k)

Calamos Profit Sharing 401(k) Plan · $200M · 397 · 94th

  • NET $200M
  • NET 397
  • NET 94th
  • NET 401(k)
  • NET near Epiroc 401(k) Plan
  • NET ind #7766

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 Illinois →

Calamos Profit Sharing 401(k) Plan in the asset neighbourhood

The Instinet Savings Plan$200MUnited Anesthesia Services, P.C. 401(k) PlanUnited Anesthesia Services, …$200MCalamos Profit Sharing 401(k) PlanCalamos Profit Sharing 401(k…$200MEpiroc 401(k) Plan$200MGn Retirement Savings Plan$200M
End-of-year total assets ($M) among Calamos Profit Sharing 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)$172M
Net Assets (End of Year)$200M
Net Income$28M
Employer EIN201768357
Plan Effective Date1987-09-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Calamos Investments LLC)

Sponsor-wide plan assets over time

All Calamos Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$200M 37.30544715992995% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $146M $200M ▲ +37.3%
Year Plans Participants Total Assets
2022 1 359 $146M
2023 1 368 $172M
2024 1 397 $200M

Nearby 401(k) Plans in Illinois

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

Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Calamos Profit Sharing 401(k) Plan, Total assets ($B): 0.199991498 · Participants: 397Calamos Profit Sharing 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Calamos Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Calamos Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Epiroc 401(k) Plan in TX ($200M); by covered participants it is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200M here).

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Calamos Profit Sharing 401(k) Plan assets move in 2024? ▼
Calamos Profit Sharing 401(k) Plan grew sharply - up 16.6% during 2024, from $172M to $200M. Reported net income was $28M.
How have Calamos Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calamos Investments LLC's sponsor-wide assets grew 37.3%, from $146M to $200M.
Where does Calamos Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Calamos Profit Sharing 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epiroc 401(k) Plan in TX ($200M, 1,284 participants).
Which 401(k) plans cover a similar participant headcount to Calamos Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 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 201768357.

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.