401(k) · DOL Form 5500 · 2024

Cal Farley's 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
273
Participants Below avg headcount
76th
Percentile by assets National rank
$98,910
Avg per participant Below avg balance/head
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Official DOL plan name: Cal Farley's 401(k) Plan · Sponsored by Cal Farley's · Texas · Healthcare & Social Assistance

$27M in assets, 273 participants

Cal Farley's's Cal Farley's 401(k) Plan reported $27M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #13,423 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Cal Farley's 401(k) Plan covers 273 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $27M.

#13,423
in Healthcare & Social Assistance (16,916 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cal Farley's 401(k) Plan's outsized position by total assets

Cal Farley's 401(k) Plan vs every filed plan by assets

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

$27,002,536 Top 24% higher than 76% 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

Cal Farley's 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. Cal Farley's 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cal Farley's 401(k) Plan reported participants rose from 262 in the plan year 2023 filing to 273 in the plan year 2024 filing.
  • Cal Farley's 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 750808768 · Cal Farley's PY 2024 · 401(k)

Cal Farley's 401(k) Plan · $27M · 273 · 76th

  • EBSA $27M
  • PART 273
  • TYPE 76th
  • NET 401(k)
  • BOOK near Pioneer Bank, National Association 401(k) Savings Plan
  • VS-ST ind #13423

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Cal Farley's 401(k) Plan in the asset neighbourhood

Cal Farley's 401(k) Plan$27MPioneer Bank, National Association 401(k) Savings PlanPioneer Bank, National Assoc…$27MPortland Gastroenterology Associates, P.a. Profit Sharing PlanPortland Gastroenterology As…$27MExel 401(k) Savings Plan$27MMoxtek 401(k) Plan$27M
End-of-year total assets ($M) among Cal Farley's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN750808768
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cal Farley's)

Sponsor-wide plan assets over time

All Cal Farley's plans reported in each filing year

Latest sponsor-wide plan assets
$27M 8.188191470466776% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $25M $27M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 289 $25M
2023 1 262 $26M
2024 1 273 $27M

Nearby 401(k) Plans in Texas

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

Cal Farley's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cal Farley's 401(k) Plan, Total assets ($B): 0.027002536 · Participants: 273Cal Farley's 401(k) 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
Cal Farley's 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cal Farley's 401(k) Plan side-by-side with 3 peers →

Cal Farley's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pioneer Bank, National Association 401(k) Savings Plan in NY ($27M); by covered participants it is Metropolitan Commercial Bank 401(k) Plan in NY (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Cal Farley's 401(k) Plan assets move in 2024? ▼
Cal Farley's 401(k) Plan edged up modestly - up 3.9% during 2024, from $26M to $27M. Reported net income was $1M.
How have Cal Farley's plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cal Farley's's sponsor-wide assets grew 8.2%, from $25M to $27M.
Where does Cal Farley's 401(k) Plan rank by assets among Form 5500 filers? ▼
Cal Farley's 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cal Farley's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Bank, National Association 401(k) Savings Plan in NY ($27M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Cal Farley's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metropolitan Commercial Bank 401(k) Plan in NY (273 participants, $34M 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 750808768.

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.