401(k) · DOL Form 5500 · 2024

Calvetti Ferguson, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
147
Participants Small participant base
62nd
Percentile by assets National rank
$89,807
Avg per participant Below avg balance/head
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Official DOL plan name: Calvetti Ferguson 401(k) Profit Sharing Plan · Sponsored by Calvetti Ferguson, LLC · Texas · Professional & Technical Services

$13M in assets, 147 participants

Calvetti Ferguson, LLC's Calvetti Ferguson 401(k) Profit Sharing Plan reported $13M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,231 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Calvetti Ferguson 401(k) Profit Sharing Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#12,231
in Professional & Technical Services (20,173 peers)
+15.6%
assets growth YoY

Calvetti Ferguson 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Calvetti Ferguson 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,201,613 Top 38% higher than 62% 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

Calvetti Ferguson 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvetti Ferguson 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calvetti Ferguson 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Calvetti Ferguson 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Calvetti Ferguson 401(k) Profit Sharing Plan reported participants rose from 134 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134255527 · Calvetti Ferguson, LLC PY 2024 · 401(k)

Calvetti Ferguson 401(k) Profit Sharing Plan · $13M · 147 · 62nd

  • EIN $13M
  • RANK 147
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Mg24 Investments, LLC 401(k) Plan
  • 5500 ind #12231

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 Professional & Technical Services retirement plans → · Plans in Texas →

Calvetti Ferguson 401(k) Profit Sharing Plan in the asset neighbourhood

Calvetti Ferguson 401(k) Profit Sharing PlanCalvetti Ferguson 401(k) Pro…$13MMg24 Investments, LLC 401(k) PlanMg24 Investments, LLC 401(k)…$13MNesco Resource LLC 401(k) PlanNesco Resource LLC 401(k) Pl…$13MScottish Re (U.S.), Inc. 401(k) and Profit Sharing PlanScottish Re (U.S.), Inc. 401…$13MVelsera 401(k) Plan$13M
End-of-year total assets ($M) among Calvetti Ferguson 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN134255527
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvetti Ferguson, LLC)

Sponsor-wide plan assets over time

All Calvetti Ferguson, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 50.560947779411826% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.77M $13.2M ▲ +50.5%
Year Plans Participants Total Assets
2022 1 118 $9M
2023 1 134 $11M
2024 1 147 $13M

Nearby 401(k) Plans in Texas

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

Calvetti Ferguson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calvetti Ferguson 401(k) Profit Sharing Plan, Total assets ($B): 0.013201613 · Participants: 147Calvetti Ferguson 401(k) Profit Sharing 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
Calvetti Ferguson 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calvetti Ferguson 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvetti Ferguson 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mg24 Investments, LLC 401(k) Plan in CA ($13M); by covered participants it is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Calvetti Ferguson 401(k) Profit Sharing Plan assets move in 2024? ▼
Calvetti Ferguson 401(k) Profit Sharing Plan grew sharply - up 15.6% during 2024, from $11M to $13M. Reported net income was $2M.
How have Calvetti Ferguson, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvetti Ferguson, LLC's sponsor-wide assets grew 50.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mg24 Investments, LLC 401(k) Plan in CA ($13M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Calvetti Ferguson 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ardmore Home Design, Inc. 401(k) Profit Sharing Plan in CA (147 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 134255527.

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.