401(k) · DOL Form 5500 · 2024

Kalliopeia Foundation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
31st
Percentile by assets National rank
$132,160
Avg per participant Near avg balance/head
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Official DOL plan name: Kalliopeia Foundation 401(k) Plan · Sponsored by Kalliopeia Foundation · California · Other Services

$2M in assets, 18 participants

Kalliopeia Foundation's Kalliopeia Foundation 401(k) Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,282 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Kalliopeia Foundation 401(k) Plan ranks #4,282 of 7,719 2024 filers by assets (844% of the sector average)-$2M for 18 participants.

#4,282
in Other Services (7,719 peers)
+29.3%
assets growth YoY

Kalliopeia Foundation 401(k) Plan among the smaller filed plans by assets

Kalliopeia Foundation 401(k) Plan vs every filed plan by assets

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

$2,378,884 31st percentile higher than 31% 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

Kalliopeia Foundation 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kalliopeia Foundation 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943270387 · Kalliopeia Foundation PY 2024 · 401(k)

Kalliopeia Foundation 401(k) Plan · $2M · 18 · 31st

  • PART $2M
  • TYPE 18
  • NET 31st
  • BOOK 401(k)
  • VS-ST near Scd Information Technology, LLC 401(k) Profit Sharing Plan
  • BOY ind #4282

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 Other Services retirement plans → · Plans in California →

Kalliopeia Foundation 401(k) Plan in the asset neighbourhood

Kalliopeia Foundation 401(k) PlanKalliopeia Foundation 401(k)…$2MScd Information Technology, LLC 401(k) Profit Sharing PlanScd Information Technology, …$2MCreature Comforts Brewing Company, LLC 401(k) PlanCreature Comforts Brewing Co…$2MFrank a Sharp Dds Ms PC 401(k) Profit Sharing PlanFrank a Sharp Dds Ms PC 401(…$2MHanco Corp. Retirement Plan$2M
End-of-year total assets ($M) among Kalliopeia Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$539K
Employer EIN943270387
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kalliopeia Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Kalliopeia Foundation 401(k) Plan, Total assets ($B): 0.002378884 · Participants: 18Kalliopeia Foundation 401(k) PlanGoogle 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
Kalliopeia Foundation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kalliopeia Foundation 401(k) Plan side-by-side with 3 peers →

Kalliopeia Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scd Information Technology, LLC 401(k) Profit Sharing Plan in MD ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Kalliopeia Foundation 401(k) Plan assets move in 2024? ▼
Kalliopeia Foundation 401(k) Plan grew sharply - up 29.3% during 2024, from $2M to $2M. Reported net income was $539K.
Which 401(k) plans are similar in size to Kalliopeia Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scd Information Technology, LLC 401(k) Profit Sharing Plan in MD ($2M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Kalliopeia Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 943270387.

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.