401(k) · DOL Form 5500 · 2024

Calhoun Inn Management Co. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$556,396
Avg per participant High balance/head
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Official DOL plan name: Calhoun Inn Management Co. Retirement Plan · Sponsored by Calhoun Inn Management Co. · Georgia · Food Services & Accommodation

$2M in assets, 3 participants

Calhoun Inn Management Co.'s Calhoun Inn Management Co. Retirement Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,329 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Calhoun Inn Management Co. Retirement Plan ranks #2,329 of 3,672 2024 filers by assets (1172% of the sector average)-$2M for 3 participants.

#2,329
in Food Services & Accommodation (3,672 peers)
+2.7%
assets growth YoY

Calhoun Inn Management Co. Retirement Plan among the smaller filed plans by assets

Calhoun Inn Management Co. Retirement Plan vs every filed plan by assets

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

$1,669,187 28th percentile higher than 28% 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

Calhoun Inn Management Co. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calhoun Inn Management Co. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calhoun Inn Management Co. Retirement Plan reported net income fell from $110K in the plan year 2023 filing to $44K in the plan year 2024 filing.
  • Calhoun Inn Management Co. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474618548 · Calhoun Inn Management Co. PY 2024 · 401(k)

Calhoun Inn Management Co. Retirement Plan · $2M · 3 · 28th

  • SCH $2M
  • EBSA 3
  • PART 28th
  • TYPE 401(k)
  • NET near Panhandle Oilfield Service Companies, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2329

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 Food Services & Accommodation retirement plans → · Plans in Georgia →

Calhoun Inn Management Co. Retirement Plan in the asset neighbourhood

Calhoun Inn Management Co. Retirement PlanCalhoun Inn Management Co. R…$2MPanhandle Oilfield Service Companies, Inc. 401(k) Profit Sharing PlanPanhandle Oilfield Service C…$2MDon Farmer Cpa, P.a. 401(k) Profit Sharing Plan & TrustDon Farmer Cpa, P.a. 401(k) …$2MTexoma Battery Retirement PlanTexoma Battery Retirement Pl…$2MNorthern Ohio Provisions, LLC Safe Harbor 401(k) PlanNorthern Ohio Provisions, LL…$2M
End-of-year total assets ($M) among Calhoun Inn Management Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$44K
Employer EIN474618548
Plan Effective Date2015-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Calhoun Inn Management Co.)

Sponsor-wide plan assets over time

All Calhoun Inn Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.196998805067569% vs 2022
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M$1.7M 202220232024 $1.51M $1.67M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 3 $2M
2024 1 3 $2M

Nearby 401(k) Plans in Georgia

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

Calhoun Inn Management Co. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Calhoun Inn Management Co. Retirement Plan, Total assets ($B): 0.001669187 · Participants: 3Calhoun Inn Management Co. Retirement 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
Calhoun Inn Management Co. Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Calhoun Inn Management Co. Retirement Plan side-by-side with 3 peers →

Calhoun Inn Management Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Panhandle Oilfield Service Companies, Inc. 401(k) Profit Sharing Plan in OK ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Calhoun Inn Management Co. Retirement Plan assets move in 2024? ▼
Calhoun Inn Management Co. Retirement Plan edged up modestly - up 2.7% during 2024, from $2M to $2M. Reported net income was $44K.
How have Calhoun Inn Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhoun Inn Management Co.'s sponsor-wide assets grew 10.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Calhoun Inn Management Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Panhandle Oilfield Service Companies, Inc. 401(k) Profit Sharing Plan in OK ($2M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Calhoun Inn Management Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 474618548.

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.