401(k) · DOL Form 5500 · 2024

Calvo Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$21M
Total assets: 242
Participants: 71st
Percentile by assets: $85,094
Avg per participant

Official DOL plan name: Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Calvo Enterprises, Inc. · Guam · Management of Enterprises

$21M in assets, 242 participants

Calvo Enterprises, Inc.'s Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

71st percentile by assets (of 123,622 plans)
#598 in Management of Enterprises (1,133 peers)

Calvo Enterprises, Inc. multi-year trail

Calvo Enterprises, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Calvo Enterprises, Inc. 401(k) Profit Sharing Plan at $21M / 242 participants.

$21M
total plan assets (2024 EOY): 242
covered participants: 71st
percentile by assets (of 123,622 plans): $85,094
avg assets per participant

Where Calvo Enterprises, Inc. 401(k) Profit Sharing Plan sits by total assets

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,592,810 Top 29% higher than 71% 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

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $507K in the plan year 2024 filing.
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan reported participants fell from 378 in the plan year 2023 filing to 242 in the plan year 2024 filing.
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Guam

Industry

Management of Enterprises

Calvo Enterprises, Inc. across 3 plan years on file

Across the 3 plan years Calvo Enterprises, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $21M, a gain of 24.7%, while reported participants moved from 309 to 242 (-21.7%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($17M).

Calvo Enterprises, Inc. multi-year asset trail

Total plan assets by year, all Calvo Enterprises, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	309	$17M
2023	1	378	$20M
2024	1	242	$21M

Calvo Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$20M
Net Assets (End of Year)	$21M
Net Income	$507K
Employer EIN	980030984
Plan Effective Date	1996-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Guam

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

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants

Guam Regional Medical City 401(k) Retirement Savings Plan $42M · 942
Bankguam Holding Company 401(k) Retirement Savings Plan $32M · 461
Teleguam Holdings LLC 401(k) Plan $32M · 426
Cpl Pacific 401(k) Savings Plan $26M · 1,011
Dzsp 21 LLC Retirement Savings Plan $25M · 703

Compare Calvo Enterprises, Inc. 401(k) Profit Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Komoto Pharmacy, Inc. 401(k) Profit Sharing Plan (CA) $21M · 122
Opeiu Local 494-UAW Employees 401(k) Plan (MI) $21M · 350
Boyer 401(k) Retirement Plan (UT) $21M · 162
Bodycote 401(k) Plan (TX) $21M · 179

Frequently Asked Questions

How did Calvo Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.5% during 2024, from $20M to $21M. Reported net income was $507K.

How have Calvo Enterprises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Calvo Enterprises, Inc.'s sponsor-wide assets grew 24.7%, from $17M to $21M.

Which 401(k) plans are similar in size to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Komoto Pharmacy, Inc. 401(k) Profit Sharing Plan in CA ($21M, 122 participants).

Next read for Calvo Enterprises, Inc. 401(k) Profit Sh…

Multi-year trail

Ways to act on Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Calvo Enterprises, Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Guam. Compare plans
Calvo Enterprises, Inc.'s sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 980030984.