401(k) · DOL Form 5500 · 2024
Calabrio, Inc. 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $121,058
- Avg per participant Near avg balance/head
Official DOL plan name: Calabrio, Inc. Retirement Plan · Sponsored by Calabrio, Inc. · Minnesota · Professional & Technical Services
$38M in assets, 317 participants
Calabrio, Inc.'s Calabrio, Inc. Retirement Plan reported $38M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,404 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Calabrio, Inc. Retirement Plan covers 317 participants in Minnesota, about 28% of the average Minnesota filer (state average ~1,126 per filing). Assets: $38M.
- #16,404
- in Professional & Technical Services (20,173 peers)
- +11.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Calabrio, Inc. Retirement Plan's outsized position by total assets
Calabrio, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,375,257 Top 19% higher than 81% 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
Calabrio, Inc. Retirement 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. Calabrio, Inc. Retirement Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calabrio, Inc. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Calabrio, Inc. Retirement Plan reported participants fell from 423 in the plan year 2023 filing to 317 in the plan year 2024 filing.
- Calabrio, Inc. Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 260874583 · Calabrio, Inc. PY 2024 · 401(k)
Calabrio, Inc. Retirement Plan · $38M · 317 · 81st
- BOY $38M
- SCH 317
- EBSA 81st
- PART 401(k)
- TYPE near C-P Flexpack 401(k) Plan
- NET ind #16404
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 Minnesota →
Calabrio, Inc. Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 260874583 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calabrio, Inc.)
Sponsor-wide plan assets over time
All Calabrio, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 34.04663128837354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 457 | $29M |
| 2023 | 1 | 423 | $35M |
| 2024 | 1 | 317 | $38M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Calabrio, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is C-P Flexpack 401(k) Plan in PA ($38M); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- C-P Flexpack 401(k) Plan (PA) $38M · 643
- Interpark Incentive Savings Plan (IL) $38M · 359
- Keesler Federal Credit Union 401(k) Plan and Trust (MS) $38M · 793
- Sabin Metal Corporation 401(k) Savings Plan (NY) $38M · 285
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Ace Industries, Inc. 401(k) Profit Sharing Plan (GA) 317 · 0 off
- Channeladvisor Corporation 401(k) Profit Sharing Plan (NC) 317 · 0 off
- Mouser Cabinetry LLC (KY) 317 · 0 off
- Karuna Therapeutics 401(k) Plan (MA) 317 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.