401(k) · DOL Form 5500 · 2024

Calibre Cpa Group, PLLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
195
Participants Below avg headcount
84th
Percentile by assets National rank
$255,191
Avg per participant Above avg balance/head
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Official DOL plan name: Calibre Cpa Group, Profit Sharing Plan · Sponsored by Calibre Cpa Group, PLLC · Maryland · Professional & Technical Services

$50M in assets, 195 participants

Calibre Cpa Group, PLLC's Calibre Cpa Group, Profit Sharing Plan reported $50M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,127 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Calibre Cpa Group, Profit Sharing Plan covers 195 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $50M.

#17,127
in Professional & Technical Services (20,173 peers)
+7.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Calibre Cpa Group, Profit Sharing Plan's outsized position by total assets

Calibre Cpa Group, Profit Sharing Plan vs every filed plan by assets

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

$49,762,151 Top 16% higher than 84% 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

Calibre Cpa Group, 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. Calibre Cpa Group, Profit Sharing Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calibre Cpa Group, Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Calibre Cpa Group, Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Calibre Cpa Group, Profit Sharing Plan reported participants fell from 206 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470900880 · Calibre Cpa Group, PLLC PY 2024 · 401(k)

Calibre Cpa Group, Profit Sharing Plan · $50M · 195 · 84th

  • EOY $50M
  • 5500 195
  • ASSETS 84th
  • PCT 401(k)
  • EIN near North Arkansas Regional Medical Center 401(k) Plan
  • RANK ind #17127

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 Maryland →

Calibre Cpa Group, Profit Sharing Plan in the asset neighbourhood

North Arkansas Regional Medical Center 401(k) PlanNorth Arkansas Regional Medi…$50MGlobal Industries, Inc. 401(k) Savings PlanGlobal Industries, Inc. 401(…$50MCalibre Cpa Group, Profit Sharing PlanCalibre Cpa Group, Profit Sh…$50MAndromeda Systems Incorporated 401(k) Profit Sharing Plan and TrustAndromeda Systems Incorporat…$50MBellco Credit Union 401(k) Salary Reduction PlanBellco Credit Union 401(k) S…$50M
End-of-year total assets ($M) among Calibre Cpa Group, Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$50M
Net Income$4M
Employer EIN470900880
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calibre Cpa Group, PLLC)

Sponsor-wide plan assets over time

All Calibre Cpa Group, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 29.10849327742506% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.5M $49.8M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 195 $39M
2023 1 206 $46M
2024 1 195 $50M

Nearby 401(k) Plans in Maryland

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

Calibre Cpa Group, Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Calibre Cpa Group, Profit Sharing Plan, Total assets ($B): 0.049762151 · Participants: 195Calibre Cpa Group, Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Calibre Cpa Group, Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Calibre Cpa Group, Profit Sharing Plan side-by-side with 3 peers →

Calibre Cpa Group, Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is North Arkansas Regional Medical Center 401(k) Plan in AR ($50M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Calibre Cpa Group, Profit Sharing Plan assets move in 2024? ▼
Calibre Cpa Group, Profit Sharing Plan grew at a solid clip - up 7.7% during 2024, from $46M to $50M. Reported net income was $4M.
How have Calibre Cpa Group, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calibre Cpa Group, PLLC's sponsor-wide assets grew 29.1%, from $39M to $50M.
Where does Calibre Cpa Group, Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Calibre Cpa Group, Profit Sharing Plan ranks in the 84th 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 Calibre Cpa Group, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Arkansas Regional Medical Center 401(k) Plan in AR ($50M, 744 participants).
Which 401(k) plans cover a similar participant headcount to Calibre Cpa Group, Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 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 470900880.

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.