401(k) · DOL Form 5500 · 2024

Calico Cottage, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
75
Participants Small participant base
57th
Percentile by assets National rank
$141,372
Avg per participant Near avg balance/head
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Official DOL plan name: Calico Cottage, Inc. Profit Sharing 401(k) Plan · Sponsored by Calico Cottage, Inc. · New York · Manufacturing

$11M in assets, 75 participants

Calico Cottage, Inc.'s Calico Cottage, Inc. Profit Sharing 401(k) Plan reported $11M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #7,659 in Manufacturing (17,777 peers)

Calico Cottage, Inc. multi-year trail

Calico Cottage, Inc.'s plans moved +89.7% in assets from 2022 to 2024; this filing shows Calico Cottage, Inc. Profit Sharing 401(k) Plan at $11M / 75 participants.

#7,659
in Manufacturing (17,777 peers)
-46.8%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calico Cottage, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$10,602,917 Top 43% higher than 57% 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

Calico Cottage, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calico Cottage, Inc. Profit Sharing 401(k) Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calico Cottage, Inc. Profit Sharing 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Calico Cottage, Inc. Profit Sharing 401(k) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Calico Cottage, Inc. Profit Sharing 401(k) Plan reported participants fell from 86 in the plan year 2023 filing to 75 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112687580 · Calico Cottage, Inc. PY 2024 · 401(k)

Calico Cottage, Inc. Profit Sharing 401(k) Plan · $11M · 75 · 57th

  • 5500 $11M
  • ASSETS 75
  • PCT 57th
  • EIN 401(k)
  • RANK near The Havana National Bank 401(k) Thrift and Savings Plan
  • PHOTO ind #7659

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 Manufacturing retirement plans → · Plans in New York →

Calico Cottage, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Calico Cottage, Inc. Profit Sharing 401(k) PlanCalico Cottage, Inc. Profit …$11MThe Havana National Bank 401(k) Thrift and Savings PlanThe Havana National Bank 401…$11MMadison Wood Preservers, Inc. Profit Sharing 401(k) PlanMadison Wood Preservers, Inc…$11MQuinault Nation Enterprise Board 401(k) Plan & TrustQuinault Nation Enterprise B…$11MZealandia Holding Company, Inc. 401(k) PlanZealandia Holding Company, I…$11M
End-of-year total assets ($M) among Calico Cottage, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Calico Cottage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Calico Cottage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 89.73995604145021% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16.3M $30.9M ▲ +89.7%
Year Plans Participants Total Assets
2022 1 65 $16M
2023 1 86 $20M
2024 2 133 $31M

Calico Cottage, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$11M
Net Income-$9M
Employer EIN112687580
Plan Effective Date1977-10-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Calico Cottage, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Calico Cottage, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.010602917 · Participants: 75Calico Cottage, Inc. Profit Sharing 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Calico Cottage, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Calico Cottage, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Havana National Bank 401(k) Thrift and Savings Plan in IL ($11M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Calico Cottage, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Calico Cottage, Inc. Profit Sharing 401(k) Plan contracted severely - down 46.8% during 2024, from $20M to $11M. Reported net income was -$9M.
How have Calico Cottage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calico Cottage, Inc.'s sponsor-wide assets grew 89.7%, from $16M to $31M.
Which 401(k) plans are similar in size to Calico Cottage, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Havana National Bank 401(k) Thrift and Savings Plan in IL ($11M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Calico Cottage, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 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 112687580.

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.