401(k) · DOL Form 5500 · 2024

The Caldwell Foundation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
39th
Percentile by assets National rank
$42,790
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Caldwell Foundation 401(k) Plan · Sponsored by The Caldwell Foundation · Texas · Other Services

$4M in assets, 96 participants

The Caldwell Foundation's The Caldwell Foundation 401(k) Plan reported $4M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,754 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, The Caldwell Foundation 401(k) Plan ranks #4,754 of 7,719 2024 filers by assets (489% of the sector average)-$4M for 96 participants.

#4,754
in Other Services (7,719 peers)
+11.8%
assets growth YoY

The Caldwell Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

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

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

$4,107,832 39th percentile higher than 39% 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

The Caldwell 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. The Caldwell Foundation 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Caldwell Foundation 401(k) Plan reported net income rose from $253K in the plan year 2023 filing to $433K in the plan year 2024 filing.
  • The Caldwell Foundation 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Caldwell Foundation 401(k) Plan reported participants rose from 93 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 756004080 · The Caldwell Foundation PY 2024 · 401(k)

The Caldwell Foundation 401(k) Plan · $4M · 96 · 39th

  • NET $4M
  • BOOK 96
  • VS-ST 39th
  • BOY 401(k)
  • SCH near Simonds Machinery Company 401(k) Profit Sharing Plan & Trust
  • EBSA ind #4754

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 Texas →

The Caldwell Foundation 401(k) Plan in the asset neighbourhood

The Caldwell Foundation 401(k) PlanThe Caldwell Foundation 401(…$4MSimonds Machinery Company 401(k) Profit Sharing Plan & TrustSimonds Machinery Company 40…$4MEnvirovac Holdings 401(k) Savings PlanEnvirovac Holdings 401(k) Sa…$4MAdams Steel Service & Supply, Inc. 401(k) PlanAdams Steel Service & Supply…$4MStonehedge Funding, LLC 401(k) PlanStonehedge Funding, LLC 401(…$4M
End-of-year total assets ($M) among The Caldwell 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)$4M
Net Assets (End of Year)$4M
Net Income$433K
Employer EIN756004080
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Caldwell Foundation)

Sponsor-wide plan assets over time

All The Caldwell Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$4M 20.05002093947367% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.42M $4.11M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 83 $3M
2023 1 93 $4M
2024 1 96 $4M

Nearby 401(k) Plans in Texas

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

The Caldwell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Caldwell Foundation 401(k) Plan, Total assets ($B): 0.004107832 · Participants: 96The Caldwell Foundation 401(k) 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
The Caldwell Foundation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Caldwell Foundation 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Simonds Machinery Company 401(k) Profit Sharing Plan & Trust in CA ($4M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 The Caldwell Foundation 401(k) Plan assets move in 2024? ▼
The Caldwell Foundation 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $4M to $4M. Reported net income was $433K.
How have The Caldwell Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Caldwell Foundation's sponsor-wide assets grew 20.1%, from $3M to $4M.
Which 401(k) plans are similar in size to The Caldwell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simonds Machinery Company 401(k) Profit Sharing Plan & Trust in CA ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to The Caldwell Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 756004080.

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.