401(k) · DOL Form 5500 · 2024

Calvillo's Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$278K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$138,912
Avg per participant Near avg balance/head
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Official DOL plan name: Calvillo's Investments Plan · Sponsored by Calvillo's Investments, Inc. · Texas · Finance & Insurance

$278K in assets, 2 participants

Calvillo's Investments, Inc.'s Calvillo's Investments Plan reported $278K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

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

Calvillo's Investments, Inc. multi-year trail

Calvillo's Investments, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Calvillo's Investments Plan at $278K / 2 participants.

#562
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY

Calvillo's Investments Plan among the smaller filed plans by assets

Calvillo's Investments Plan vs every filed plan by assets

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

$277,824 13th percentile higher than 13% 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

Calvillo's Investments 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. Calvillo's Investments Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calvillo's Investments Plan reported net income rose from $10K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Calvillo's Investments Plan end-of-year assets rose from $249K in the plan year 2023 filing to $278K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472256330 · Calvillo's Investments, Inc. PY 2024 · 401(k)

Calvillo's Investments Plan · $278K · 2 · 13th

  • PHOTO $278K
  • IND 2
  • EOY 13th
  • 5500 401(k)
  • ASSETS near Atlas Reade Inc. 401(k) Plan
  • PCT ind #562

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 Texas →

Calvillo's Investments Plan in the asset neighbourhood

Calvillo's Investments Plan$278KAtlas Reade Inc. 401(k) Plan$278KRej California Group Retirement PlanRej California Group Retirem…$278KJc's Automotive Center, Inc. 401(k) PlanJc's Automotive Center, Inc.…$278KMain Street Connections, LLC Safe Harbor 401(k) PlanMain Street Connections, LLC…$278K
End-of-year total assets ($M) among Calvillo's Investments Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Calvillo's Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calvillo's Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$278K 16.138417677599513% vs 2022
2024 filing year
$0.22M$0.24M$0.26M$0.28M$0.3M 202220232024 $0.24M $0.28M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 2 $239K
2023 1 2 $249K
2024 1 2 $278K

Calvillo's Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$249K
Net Assets (End of Year)$278K
Net Income$29K
Employer EIN472256330
Plan Effective Date2014-11-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Calvillo's Investments Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calvillo's Investments Plan, Total assets ($B): 0.000277824 · Participants: 2Calvillo's Investments 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
Calvillo's Investments Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calvillo's Investments Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Atlas Reade Inc. 401(k) Plan in CA ($278K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($278K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Calvillo's Investments Plan assets move in 2024? ▼
Calvillo's Investments Plan grew at a solid clip - up 11.7% during 2024, from $249K to $278K. Reported net income was $29K.
How have Calvillo's Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvillo's Investments, Inc.'s sponsor-wide assets grew 16.1%, from $239K to $278K.
Where does Calvillo's Investments Plan rank by assets among Form 5500 filers? ▼
Calvillo's Investments Plan ranks in the 13th 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 Calvillo's Investments Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlas Reade Inc. 401(k) Plan in CA ($278K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Calvillo's Investments Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 472256330.

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.