401(k) · DOL Form 5500 · 2024

Calix, Inc. 401(k) Plan

Data updated 2026-08-25

$257M
Total assets Near avg plan size
1,054
Participants Near avg headcount
95th
Percentile by assets National rank
$243,389
Avg per participant Above avg balance/head
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Official DOL plan name: Calix, Inc. 401(k) Retirement Savings Plan. · Sponsored by Calix, Inc. · California · Manufacturing

$257M in assets, 1,054 participants

Calix, Inc.'s Calix, Inc. 401(k) Retirement Savings Plan. reported $257M in total assets and 1,054 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,461 in Manufacturing (17,777 peers)

Where Calix, Inc. 401(k) Retirement Savings Plan. sits by assets

Calix, Inc. 401(k) Retirement Savings Plan. sits in the top 5% of all filed plans by assets, $257M for 1,054 participants (~$243,389/participant), up 19.4% in 2024.

#16,461
in Manufacturing (17,777 peers)
+19.4%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Calix, Inc. 401(k) Retirement Savings Plan.'s outsized position by total assets

Calix, Inc. 401(k) Retirement Savings Plan. vs every filed plan by assets

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

$256,531,899 Top 5% higher than 95% 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

Calix, Inc. 401(k) Retirement Savings Plan.'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calix, Inc. 401(k) Retirement Savings Plan. lands in the large band (1,054 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calix, Inc. 401(k) Retirement Savings Plan. reported net income fell from $53M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Calix, Inc. 401(k) Retirement Savings Plan. end-of-year assets rose from $215M in the plan year 2023 filing to $257M in the plan year 2024 filing.
  • Calix, Inc. 401(k) Retirement Savings Plan. reported participants rose from 929 in the plan year 2023 filing to 1,054 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680438710 · Calix, Inc. PY 2024 · 401(k)

Calix, Inc. 401(k) Retirement Savings Plan. · $257M · 1,054 · 95th

  • VS-ST $257M
  • VS-ST 1,054
  • VS-ST 95th
  • VS-ST 401(k)
  • VS-ST near Transwestern 401(k) Plan
  • VS-ST ind #16461

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 Manufacturing retirement plans → · Plans in California →

Calix, Inc. 401(k) Retirement Savings Plan. in the asset neighbourhood

Smith & Wesson Brands, Inc. Profit Sharing and Investment PlanSmith & Wesson Brands, Inc. …$257MSky Chefs, Inc. Moneysmart 401(k) Savings and Retirement PlanSky Chefs, Inc. Moneysmart 4…$257MCalix, Inc. 401(k) Retirement Savings Plan.Calix, Inc. 401(k) Retiremen…$257MTranswestern 401(k) Plan$256MDak Americas LLC Savings and Investment PlanDak Americas LLC Savings and…$256M
End-of-year total assets ($M) among Calix, Inc. 401(k) Retirement Savings Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$257M
Net Income$42M
Employer EIN680438710
Plan Effective Date1999-12-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Calix, Inc.)

Sponsor-wide plan assets over time

All Calix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$257M 58.498552161383586% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $162M $257M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 704 $162M
2023 1 929 $215M
2024 1 1,054 $257M

Nearby 401(k) Plans in California

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

Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calix, Inc. 401(k) Retirement Savings Plan., Total assets ($B): 0.256531899 · Participants: 1054Calix, Inc. 401(k) Retirement Savings Plan.Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Calix, Inc. 401(k) Retirement Savings Plan. vs. nearby 401(k) plans in California, assets vs. participants
Compare Calix, Inc. 401(k) Retirement Savings Plan. side-by-side with 3 peers →

Calix, Inc. 401(k) Retirement Savings Plan.'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Transwestern 401(k) Plan in IL ($256M); by covered participants it is Ocean Reef Club Employee Savings and Retirement Plan in FL (1,054 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,054 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 Calix, Inc. 401(k) Retirement Savings Plan. assets move in 2024? ▼
Calix, Inc. 401(k) Retirement Savings Plan. grew sharply - up 19.4% during 2024, from $215M to $257M. Reported net income was $42M.
How have Calix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calix, Inc.'s sponsor-wide assets grew 58.5%, from $162M to $257M.
Where does Calix, Inc. 401(k) Retirement Savings Plan. rank by assets among Form 5500 filers? ▼
Calix, Inc. 401(k) Retirement Savings Plan. ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by assets is Transwestern 401(k) Plan in IL ($256M, 1,759 participants).
Which 401(k) plans cover a similar participant headcount to Calix, Inc. 401(k) Retirement Savings Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Reef Club Employee Savings and Retirement Plan in FL (1,054 participants, $38M 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 680438710.

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.