401(k) · DOL Form 5500 · 2024

Calvo Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
242
Participants Below avg headcount
71st
Percentile by assets National rank
$85,094
Avg per participant Below avg balance/head
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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.

  • #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.

#598
in Management of Enterprises (1,133 peers)
+2.5%
assets growth YoY

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's outsized position 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

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

Calvo Enterprises, Inc. 401(k) Profit Sharing 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. Calvo Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Form 5500 schedule snapshot

Filing strip 980030984 · Calvo Enterprises, Inc. PY 2024 · 401(k)

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan · $21M · 242 · 71st

  • BOOK $21M
  • BOOK 242
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Komoto Pharmacy, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #598

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 Management of Enterprises retirement plans → · Plans in Guam →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Calvo Enterprises, Inc. 401(k) Profit Sharing PlanCalvo Enterprises, Inc. 401(…$21MKomoto Pharmacy, Inc. 401(k) Profit Sharing PlanKomoto Pharmacy, Inc. 401(k)…$21MOpeiu Local 494-UAW Employees 401(k) PlanOpeiu Local 494-UAW Employee…$21MBoyer 401(k) Retirement Plan$21MBodycote 401(k) Plan$21M
End-of-year total assets ($M) among Calvo Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Calvo Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calvo Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 24.652621361127416% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.6M ▲ +24.6%
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 EIN980030984
Plan Effective Date1996-10-01
Filing StatusFILING 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 Scatter plot of 6 data points. 20040060080010001200 15202530354045 Total assets ($M) Participants Calvo Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 20.59281 · Participants: 242Calvo Enterprises, Inc. 401(k) Profit Sharing PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 42.065245 · Participants: 942Guam Regional Medical City 401(k) Retirement Savings PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 32.424243 · Participants: 461Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 32.185607 · Participants: 426Teleguam Holdings LLC 401(k) PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 26.411577 · Participants: 1011Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 24.900624 · Participants: 703Dzsp 21 LLC Retirement Savings Plan
Calvo Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Calvo Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Calvo Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is Komoto Pharmacy, Inc. 401(k) Profit Sharing Plan in CA ($21M); by covered participants it is Venus Construction Company 401 (K) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (242 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 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).
Which 401(k) plans cover a similar participant headcount to Calvo Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venus Construction Company 401 (K) Plan in TX (242 participants, $3M 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 980030984.

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.