401(k) · DOL Form 5500 · 2024

Caltrol, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
320
Participants Below avg headcount
78th
Percentile by assets National rank
$101,459
Avg per participant Below avg balance/head
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Official DOL plan name: Caltrol, Inc. 401(k) Savings Plan · Sponsored by Caltrol, Inc. · Nevada · Wholesale Trade

$32M in assets, 320 participants

Caltrol, Inc.'s Caltrol, Inc. 401(k) Savings Plan reported $32M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,700 in Wholesale Trade (6,080 peers)

Where Caltrol, Inc. 401(k) Savings Plan sits by assets

Caltrol, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $32M for 320 participants (~$101,459/participant), up 18.9% in 2024.

#4,700
in Wholesale Trade (6,080 peers)
+18.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caltrol, Inc. 401(k) Savings Plan's outsized position by total assets

Caltrol, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$32,466,992 Top 22% higher than 78% 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

Caltrol, Inc. 401(k) Savings 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. Caltrol, Inc. 401(k) Savings Plan sits mid-pack in the medium band (320 participants).

EBSA filing schedule strip

Filing strip 953926313 · Caltrol, Inc. PY 2024 · 401(k)

Caltrol, Inc. 401(k) Savings Plan · $32M · 320 · 78th

  • 5500 $32M
  • ASSETS 320
  • PCT 78th
  • EIN 401(k)
  • RANK near Valet Living, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #4700

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 Wholesale Trade retirement plans → · Plans in Nevada →

Caltrol, Inc. 401(k) Savings Plan in the asset neighbourhood

Caltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$32MValet Living, LLC 401(k) Profit Sharing PlanValet Living, LLC 401(k) Pro…$32MColumbine Management Services Inc. 401(k) Retirement Plan and TrustColumbine Management Service…$32MTouchstone Communities 401(k) PlanTouchstone Communities 401(k…$32MBrighton Retail, LLC. 401(k) Profit Sharing PlanBrighton Retail, LLC. 401(k)…$32M
End-of-year total assets ($M) among Caltrol, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN953926313
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caltrol, Inc.)

Sponsor-wide plan assets over time

All Caltrol, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 39.93728401349212% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $32.5M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 275 $23M
2023 1 287 $27M
2024 1 320 $32M

Nearby 401(k) Plans in Nevada

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

Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Caltrol, Inc. 401(k) Savings Plan, Total assets ($B): 0.032466992 · Participants: 320Caltrol, Inc. 401(k) Savings PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Caltrol, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Caltrol, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Caltrol, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Valet Living, LLC 401(k) Profit Sharing Plan in FL ($32M); by covered participants it is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 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 Caltrol, Inc. 401(k) Savings Plan assets move in 2024? ▼
Caltrol, Inc. 401(k) Savings Plan grew sharply - up 18.9% during 2024, from $27M to $32M. Reported net income was $5M.
How have Caltrol, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caltrol, Inc.'s sponsor-wide assets grew 39.9%, from $23M to $32M.
Where does Caltrol, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Caltrol, Inc. 401(k) Savings Plan ranks in the 78th 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 Caltrol, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valet Living, LLC 401(k) Profit Sharing Plan in FL ($32M, 6,132 participants).
Which 401(k) plans cover a similar participant headcount to Caltrol, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dominion Electric Supply Company, Inc. 401(k) Profit Sharing Plan in VA (320 participants, N/A 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 953926313.

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.