ESOP · DOL Form 5500 · 2024

Calibre Systems, Inc. ESOP

Data updated 2026-08-25

$102M
Total assets Near avg plan size
682
Participants Below avg headcount
91st
Percentile by assets National rank
$150,131
Avg per participant Above avg balance/head
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Official DOL plan name: Calibre Systems, Inc. Employee Stock Ownership Plan · Sponsored by Calibre Systems, Inc. · Virginia · Professional & Technical Services

$102M in assets, 682 participants

Calibre Systems, Inc.'s Calibre Systems, Inc. Employee Stock Ownership Plan reported $102M in total assets and 682 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,510 in Professional & Technical Services (20,173 peers)

Where Calibre Systems, Inc. Employee Stock Ownership Plan sits by assets

Calibre Systems, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $102M for 682 participants (~$150,131/participant), down 17.6% in 2024.

#18,510
in Professional & Technical Services (20,173 peers)
-17.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calibre Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Calibre Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$102,389,506 Top 9% higher than 91% 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

Calibre Systems, Inc. Employee Stock Ownership 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. Calibre Systems, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calibre Systems, Inc. Employee Stock Ownership Plan reported net income fell from -$14M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
  • Calibre Systems, Inc. Employee Stock Ownership Plan end-of-year assets fell from $124M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Calibre Systems, Inc. Employee Stock Ownership Plan reported participants fell from 788 in the plan year 2023 filing to 682 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521602142 · Calibre Systems, Inc. PY 2024 · ESOP

Calibre Systems, Inc. Employee Stock Ownership Plan · $102M · 682 · 91st

  • IND $102M
  • EOY 682
  • 5500 91st
  • ASSETS ESOP
  • PCT near Erickson-Hall Holding Co. ESOP
  • EIN ind #18510

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 What is an ESOP? → · Plans in Virginia →

Calibre Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

R. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$103MCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustCentral Moloney, Inc. Salari…$103MCalibre Systems, Inc. Employee Stock Ownership PlanCalibre Systems, Inc. Employ…$102MErickson-Hall Holding Co. ESOPErickson-Hall Holding Co. ES…$102MMerus Employee Stock Ownership Plan and Trust AgreementMerus Employee Stock Ownersh…$102M
End-of-year total assets ($M) among Calibre Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$54M
Net Income-$27M
Employer EIN521602142
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calibre Systems, Inc.)

Sponsor-wide plan assets over time

All Calibre Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$217M 2.219144009431244% vs 2022
2024 filing year
$215M$220M$225M$230M$235M 202220232024 $222M $217M ▼ -2.2%
Year Plans Participants Total Assets
2022 2 1,502 $222M
2023 2 1,483 $231M
2024 2 1,310 $217M

Nearby ESOP Plans in Virginia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Calibre Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.5 Total assets ($B) Participants Calibre Systems, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.102389506 · Participants: 682Calibre Systems, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
Calibre Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare Calibre Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Calibre Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Erickson-Hall Holding Co. ESOP in CA ($102M); by covered participants it is Chatsworth Products, Inc Employee Stock Ownership Plan in CA (683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (682 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 Calibre Systems, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Calibre Systems, Inc. Employee Stock Ownership Plan declined sharply - down 17.6% during 2024, from $124M to $102M. Reported net income was -$27M.
How have Calibre Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calibre Systems, Inc.'s sponsor-wide assets declined 2.2%, from $222M to $217M.
Where does Calibre Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Calibre Systems, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Calibre Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Erickson-Hall Holding Co. ESOP in CA ($102M, 211 participants).
Which ESOP plans cover a similar participant headcount to Calibre Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chatsworth Products, Inc Employee Stock Ownership Plan in CA (683 participants, $149M 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 521602142.

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.