401(k) · DOL Form 5500 · 2024
Caldwell & Gregory LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $53,422
- Avg per participant Low balance/head
Official DOL plan name: Caldwell & Gregory LLC 401(k) Plan · Sponsored by Caldwell & Gregory LLC · Virginia · Other Services
$10M in assets, 195 participants
Caldwell & Gregory LLC's Caldwell & Gregory LLC 401(k) Plan reported $10M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,798 in Other Services (7,719 peers)
Coverage in Virginia
Caldwell & Gregory LLC 401(k) Plan covers 195 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $10M.
- #5,798
- in Other Services (7,719 peers)
- +10.8%
- assets growth YoY
Caldwell & Gregory LLC 401(k) Plan's mid-pack asset rank among Other Services and all filers
Caldwell & Gregory LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,417,373 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caldwell & Gregory LLC 401(k) 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. Caldwell & Gregory LLC 401(k) Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caldwell & Gregory LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Caldwell & Gregory LLC 401(k) Plan reported participants rose from 164 in the plan year 2023 filing to 195 in the plan year 2024 filing.
- Caldwell & Gregory LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 263497193 · Caldwell & Gregory LLC PY 2024 · 401(k)
Caldwell & Gregory LLC 401(k) Plan · $10M · 195 · 57th
- IND $10M
- IND 195
- IND 57th
- IND 401(k)
- IND near Pressler Felt & Warshaw LLP Profit Sharing Plan
- IND ind #5798
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 Virginia →
Caldwell & Gregory LLC 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 263497193 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell & Gregory LLC)
Sponsor-wide plan assets over time
All Caldwell & Gregory LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 36.97618380159795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $8M |
| 2023 | 1 | 164 | $9M |
| 2024 | 1 | 195 | $10M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Caldwell & Gregory LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Pressler Felt & Warshaw LLP Profit Sharing Plan in NJ ($10M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) 195 · 0 off
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 195 · 0 off
- Pesi, Inc. Retirement Trust (WI) 195 · 0 off
- On Q Financial 401(k) Plan (AZ) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.