401(k) · DOL Form 5500 · 2024

Calpine Corporation 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
141
Participants Small participant base
87th
Percentile by assets National rank
$484,854
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calpine Union 401(k) Retirement Savings Plan · Sponsored by Calpine Corporation · Texas · Utilities

$68M in assets, 141 participants

Calpine Corporation's Calpine Union 401(k) Retirement Savings Plan reported $68M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #406 in Utilities (732 peers)

Coverage in Texas

Calpine Union 401(k) Retirement Savings Plan covers 141 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $68M.

#406
in Utilities (732 peers)
+12.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Calpine Union 401(k) Retirement Savings Plan's outsized position by total assets

Calpine Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$68,364,471 Top 13% higher than 87% 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

Calpine Union 401(k) Retirement Savings 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. Calpine Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calpine Union 401(k) Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Calpine Union 401(k) Retirement Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Calpine Union 401(k) Retirement Savings Plan reported participants fell from 147 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 770212977 · Calpine Corporation PY 2024 · 401(k)

Calpine Union 401(k) Retirement Savings Plan · $68M · 141 · 87th

  • EIN $68M
  • RANK 141
  • PHOTO 87th
  • IND 401(k)
  • EOY near Alaska Communications Employee 401(k) Savings Plan for Alaska
  • 5500 ind #406

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 Utilities retirement plans → · Plans in Texas →

Calpine Union 401(k) Retirement Savings Plan in the asset neighbourhood

Alaska Communications Employee 401(k) Savings Plan for AlaskaAlaska Communications Employ…$68MConnor Group, Inc. 401(k) PlanConnor Group, Inc. 401(k) Pl…$68MCalpine Union 401(k) Retirement Savings PlanCalpine Union 401(k) Retirem…$68MArhaus, LLC 401(k) Plan$68MZiffren Brittenham LLP 401(k) Profit Sharing PlanZiffren Brittenham LLP 401(k…$68M
End-of-year total assets ($M) among Calpine Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$68M
Net Income$8M
Employer EIN770212977
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calpine Corporation)

Sponsor-wide plan assets over time

All Calpine Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$828M 31.08764870547644% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $632M $828M ▲ +31.1%
Year Plans Participants Total Assets
2022 3 2,280 $632M
2023 3 2,202 $743M
2024 3 2,361 $828M

Nearby 401(k) Plans in Texas

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

Calpine Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calpine Union 401(k) Retirement Savings Plan, Total assets ($B): 0.068364471 · Participants: 141Calpine Union 401(k) Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Calpine Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calpine Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Calpine Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Alaska Communications Employee 401(k) Savings Plan for Alaska in AK ($68M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Calpine Union 401(k) Retirement Savings Plan assets move in 2024? ▼
Calpine Union 401(k) Retirement Savings Plan grew at a solid clip - up 12.9% during 2024, from $61M to $68M. Reported net income was $8M.
How have Calpine Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calpine Corporation's sponsor-wide assets grew 31.1%, from $632M to $828M.
Where does Calpine Union 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Calpine Union 401(k) Retirement Savings Plan ranks in the 87th 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 Calpine Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alaska Communications Employee 401(k) Savings Plan for Alaska in AK ($68M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Calpine Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 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 770212977.

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.