Profit Sharing · DOL Form 5500 · 2024

Farrell Calhoun, Inc. Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
196
Participants Below avg headcount
76th
Percentile by assets National rank
$140,697
Avg per participant Near avg balance/head
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Official DOL plan name: Farrell Calhoun, Inc. Retirement Plan · Sponsored by Farrell Calhoun, Inc. · Tennessee · Retail Trade

$28M in assets, 196 participants

Farrell Calhoun, Inc.'s Farrell Calhoun, Inc. Retirement Plan reported $28M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,861 in Retail Trade (8,048 peers)

Coverage in Tennessee

Farrell Calhoun, Inc. Retirement Plan covers 196 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.

#6,861
in Retail Trade (8,048 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Farrell Calhoun, Inc. Retirement Plan's outsized position by total assets

Farrell Calhoun, Inc. Retirement Plan vs every filed plan by assets

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

$27,576,558 Top 24% higher than 76% 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

Farrell Calhoun, Inc. Retirement 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. Farrell Calhoun, Inc. Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Farrell Calhoun, Inc. Retirement Plan reported participants rose from 164 in the plan year 2023 filing to 196 in the plan year 2024 filing.
  • Farrell Calhoun, Inc. Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 620431608 · Farrell Calhoun, Inc. PY 2024 · Profit Sharing

Farrell Calhoun, Inc. Retirement Plan · $28M · 196 · 76th

  • BOY $28M
  • SCH 196
  • EBSA 76th
  • PART Profit Sharing
  • TYPE near Radiology Associates of Dothan, P.a. Profit Sharing Plan
  • NET ind #6861

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 Retail Trade retirement plans → · Plans in Tennessee →

Farrell Calhoun, Inc. Retirement Plan in the asset neighbourhood

Christianbook, LLC Profit-Sharing PlanChristianbook, LLC Profit-Sh…$28MRadiology Associates of Dothan, P.a. Profit Sharing PlanRadiology Associates of Doth…$28MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$28MUnited Association of Journeymen & Apprentice Annuity Trust FundUnited Association of Journe…$28MFreshfields US LLP Hr-10 Profit-Sharing PlanFreshfields US LLP Hr-10 Pro…$28M
End-of-year total assets ($M) among Farrell Calhoun, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN620431608
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farrell Calhoun, Inc.)

Sponsor-wide plan assets over time

All Farrell Calhoun, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 32.25493262645327% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $27.6M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 177 $21M
2023 1 164 $24M
2024 1 196 $28M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0200400600 Total assets ($M) Participants Farrell Calhoun, Inc. Retirement Plan, Total assets ($M): 27.576558 · Participants: 196Farrell Calhoun, Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Farrell Calhoun, Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Farrell Calhoun, Inc. Retirement Plan side-by-side with 3 peers →

Farrell Calhoun, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Radiology Associates of Dothan, P.a. Profit Sharing Plan in AL ($28M); by covered participants it is Young Supply Company 401(k) Plan and Trust in MI (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Farrell Calhoun, Inc. Retirement Plan assets move in 2024? ▼
Farrell Calhoun, Inc. Retirement Plan grew at a solid clip - up 13.7% during 2024, from $24M to $28M. Reported net income was $3M.
How have Farrell Calhoun, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farrell Calhoun, Inc.'s sponsor-wide assets grew 32.3%, from $21M to $28M.
Where does Farrell Calhoun, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Farrell Calhoun, Inc. Retirement Plan ranks in the 76th 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 Profit Sharing plans are similar in size to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Radiology Associates of Dothan, P.a. Profit Sharing Plan in AL ($28M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Farrell Calhoun, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Young Supply Company 401(k) Plan and Trust in MI (196 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 620431608.

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.