401(k) · DOL Form 5500 · 2024

Calliditas NA Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 125
Participants Small participant base: 51st
Percentile by assets National rank: $64,248
Avg per participant Low balance/head

Official DOL plan name: Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Calliditas NA Enterprises Inc · New York · Professional & Technical Services

$8M in assets, 125 participants

Calliditas NA Enterprises Inc's Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#9,929 in Professional & Technical Services (20,173 peers)

Coverage in New York

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#9,929
in Professional & Technical Services (20,173 peers): +111.0%
assets growth YoY

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,031,007 Top 49% higher than 51% 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

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust 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. Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (125 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 834094951 · Calliditas NA Enterprises Inc PY 2024 · 401(k)

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust · $8M · 125 · 51st

BOY $8M
SCH 125
EBSA 51st
PART 401(k)
TYPE near Agra Construction Co. 401(k) Plan
NET ind #9929

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 New York →

End-of-year total assets ($M) among Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$8M
Net Income	$4M
Employer EIN	834094951
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Agra Construction Co. 401(k) Plan in WI ($8M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Agra Construction Co. 401(k) Plan (WI) $8M · 96
Fridababy 401(k) Plan (FL) $8M · 119
Fortson-Peek Company, Inc. 401(k) Plan (GA) $8M · 345
Vagaro, Inc. Retirement Savings Plan (CA) $8M · 196

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

Portland Forge Interim Manufacturing Plan (IN) 125 · 0 off
La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
Bmw Fresno 401(k) Plan (CA) 125 · 0 off

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 Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust surged - up 111.0% during 2024, from $4M to $8M. Reported net income was $4M.

Which 401(k) plans are similar in size to Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Agra Construction Co. 401(k) Plan in WI ($8M, 96 participants).

Which 401(k) plans cover a similar participant headcount to Calliditas NA Enterprises Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 834094951.