401(k) · DOL Form 5500 · 2024

Caliza Global Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
43
Participants Small participant base
30th
Percentile by assets National rank
$49,803
Avg per participant Low balance/head
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Official DOL plan name: Caliza Global Enterprises, Inc. Retirement Plan · Sponsored by Caliza Global Enterprises, Inc. · Texas · Transportation & Warehousing

$2M in assets, 43 participants

Caliza Global Enterprises, Inc.'s Caliza Global Enterprises, Inc. Retirement Plan reported $2M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,014 in Transportation & Warehousing (3,299 peers)

2024 asset change

Caliza Global Enterprises, Inc. Retirement Plan surged 92.7% in 2024 ($1M → $2M) for 43 participants.

#1,014
in Transportation & Warehousing (3,299 peers)
+92.7%
assets growth YoY

Caliza Global Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Caliza Global Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$2,141,515 30th percentile higher than 30% 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

Caliza Global Enterprises, Inc. Retirement 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. Caliza Global Enterprises, Inc. Retirement Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caliza Global Enterprises, Inc. Retirement Plan reported participants fell from 51 in the plan year 2023 filing to 43 in the plan year 2024 filing.
  • Caliza Global Enterprises, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Caliza Global Enterprises, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813608407 · Caliza Global Enterprises, Inc. PY 2024 · 401(k)

Caliza Global Enterprises, Inc. Retirement Plan · $2M · 43 · 30th

  • PCT $2M
  • EIN 43
  • RANK 30th
  • PHOTO 401(k)
  • IND near 5am Solutions, Inc. 401(k) Plan
  • EOY ind #1014

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Caliza Global Enterprises, Inc. Retirement Plan in the asset neighbourhood

Caliza Global Enterprises, Inc. Retirement PlanCaliza Global Enterprises, I…$2M5am Solutions, Inc. 401(k) Plan5am Solutions, Inc. 401(k) P…$2MCoverpoint Partners, LLC 401(k) PlanCoverpoint Partners, LLC 401…$2MProvince West, Inc. 401(k) Profit Sharing PlanProvince West, Inc. 401(k) P…$2MArb Midstream Management LLC 401(k) PlanArb Midstream Management LLC…$2M
End-of-year total assets ($M) among Caliza Global Enterprises, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caliza Global Enterprises, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Caliza Global Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.849544472886948% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.3M $2.14M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 2 93 $3M
2024 1 43 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN813608407
Plan Effective Date2016-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Caliza Global Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caliza Global Enterprises, Inc. Retirement Plan, Total assets ($B): 0.002141515 · Participants: 43Caliza Global Enterprises, Inc. Retirement 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
Caliza Global Enterprises, Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caliza Global Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Caliza Global Enterprises, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is 5am Solutions, Inc. 401(k) Plan in MD ($2M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Caliza Global Enterprises, Inc. Retirement Plan assets move in 2024? ▼
Caliza Global Enterprises, Inc. Retirement Plan surged - up 92.7% during 2024, from $1M to $2M. Reported net income was $1M.
How have Caliza Global Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caliza Global Enterprises, Inc.'s sponsor-wide assets declined 6.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Caliza Global Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 5am Solutions, Inc. 401(k) Plan in MD ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Caliza Global Enterprises, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 813608407.

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.