401(k) · DOL Form 5500 · 2024
Calendar Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 434
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $45,760
- Avg per participant Low balance/head
Official DOL plan name: Calendar Holdings LLC 401(k) & Profit Sharing Plan · Sponsored by Calendar Holdings LLC · Texas · Retail Trade
$20M in assets, 434 participants
Calendar Holdings LLC's Calendar Holdings LLC 401(k) & Profit Sharing Plan reported $20M in total assets and 434 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.
- #6,499 in Retail Trade (8,048 peers)
Calendar Holdings LLC multi-year trail
Calendar Holdings LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Calendar Holdings LLC 401(k) & Profit Sharing Plan at $20M / 434 participants.
- #6,499
- in Retail Trade (8,048 peers)
- +18.1%
- assets growth YoY
Calendar Holdings LLC 401(k) & Profit Sharing Plan's outsized position by total assets
Calendar Holdings LLC 401(k) & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,860,051 Top 30% higher than 70% 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
Calendar Holdings LLC 401(k) & 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. Calendar Holdings LLC 401(k) & Profit Sharing Plan sits mid-pack in the medium band (434 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calendar Holdings LLC 401(k) & Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Calendar Holdings LLC 401(k) & Profit Sharing Plan reported participants rose from 370 in the plan year 2023 filing to 434 in the plan year 2024 filing.
- Calendar Holdings LLC 401(k) & Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264144504 · Calendar Holdings LLC PY 2024 · 401(k)
Calendar Holdings LLC 401(k) & Profit Sharing Plan · $20M · 434 · 70th
- BOOK $20M
- VS-ST 434
- BOY 70th
- SCH 401(k)
- EBSA near Florida Crystals Corporation Retirement Savings Plan for Bargaining Unit Employees
- PART ind #6499
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 Texas →
Calendar Holdings LLC 401(k) & Profit Sharing Plan in the asset neighbourhood
Calendar Holdings LLC multi-year asset trail
Sponsor-wide plan assets over time
All Calendar Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 40.3806723877652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 602 | $14M |
| 2023 | 1 | 370 | $17M |
| 2024 | 1 | 434 | $20M |
Calendar Holdings LLC filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 264144504 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Calendar Holdings LLC 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Florida Crystals Corporation Retirement Savings Plan for Bargaining Unit Employees in FL ($20M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Florida Crystals Corporation Retirement Savings Plan for Bargaining Unit Employees (FL) $20M · 1,178
- Allegis Corporation Retirement Plan (MN) $20M · 141
- Scion Group 401(k) Plan (IL) $20M · 1,174
- Chubb Puerto Rico Retirement Savings Plan (PA) $20M · 105
Similar participant headcount
Nearest other-state filings by covered participants (434 participants); asset peers above are excluded.
- Holston Gases, Inc. 401(k) Profit Sharing Plan (TN) 434 · 0 off
- Merrill Steel 401(k) Plan (WI) 434 · 0 off
- Nrc Health 401(k) Retirement Plan (NE) 434 · 0 off
- Bigelow Tea Employees 401(k) Plan (CT) 434 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.