401(k) · DOL Form 5500 · 2024

Cali Associates LLC 401(k) Plan

Data updated 2026-08-25

$658K
Total assets Small plan by assets
4
Participants Small participant base
20th
Percentile by assets National rank
$164,574
Avg per participant Above avg balance/head
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Official DOL plan name: Cali Associates LLC 401(k) Profit Sharing Plan · Sponsored by Cali Associates LLC · New York · Finance & Insurance

$658K in assets, 4 participants

Cali Associates LLC's Cali Associates LLC 401(k) Profit Sharing Plan reported $658K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

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

Cali Associates LLC multi-year trail

Cali Associates LLC's plans moved +50.1% in assets from 2022 to 2024; this filing shows Cali Associates LLC 401(k) Profit Sharing Plan at $658K / 4 participants.

#929
in Finance & Insurance (8,549 peers)
+10.7%
assets growth YoY

Cali Associates LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Cali Associates LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$658,297 20th percentile higher than 20% 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

Cali Associates LLC 401(k) Profit Sharing 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. Cali Associates LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cali Associates LLC 401(k) Profit Sharing Plan reported net income fell from $156K in the plan year 2023 filing to $64K in the plan year 2024 filing.
  • Cali Associates LLC 401(k) Profit Sharing Plan end-of-year assets rose from $594K in the plan year 2023 filing to $658K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 203856874 · Cali Associates LLC PY 2024 · 401(k)

Cali Associates LLC 401(k) Profit Sharing Plan · $658K · 4 · 20th

  • BOOK $658K
  • VS-ST 4
  • BOY 20th
  • SCH 401(k)
  • EBSA near Ket Home Care Incorporated Retirement Plan
  • PART ind #929

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 New York →

Cali Associates LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cali Associates LLC 401(k) Profit Sharing PlanCali Associates LLC 401(k) P…$658KKet Home Care Incorporated Retirement PlanKet Home Care Incorporated R…$658KNmcb, Inc 401(k) Profit Sharing PlanNmcb, Inc 401(k) Profit Shar…$659KLauer Reed Technologies, Inc. 401(k) PlanLauer Reed Technologies, Inc…$658KBroadmoor Realty Company 401(k) PlanBroadmoor Realty Company 401…$659K
End-of-year total assets ($M) among Cali Associates LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cali Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cali Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$658K 50.06245982283294% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.66M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 5 $439K
2023 1 4 $594K
2024 1 4 $658K

Cali Associates LLC filing trail (2024)

Total Assets (Beginning of Year)$594K
Net Assets (End of Year)$658K
Net Income$64K
Employer EIN203856874
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Cali Associates LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cali Associates LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.000658297 · Participants: 4Cali Associates LLC 401(k) Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Cali Associates LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cali Associates LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Ket Home Care Incorporated Retirement Plan in TX ($658K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($658K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Cali Associates LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Cali Associates LLC 401(k) Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $594K to $658K. Reported net income was $64K.
How have Cali Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cali Associates LLC's sponsor-wide assets grew 50.1%, from $439K to $658K.
Where does Cali Associates LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cali Associates LLC 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cali Associates LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ket Home Care Incorporated Retirement Plan in TX ($658K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Cali Associates LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 203856874.

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.