Profit Sharing · DOL Form 5500 · 2024
Farrell Calhoun, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $28M
- Total assets
- 196
- Participants
- 76th
- Percentile by assets
- $140,697
- Avg per participant
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.
- 76th percentile by assets (of 116,472 plans)
Coverage in Tennessee
Farrell Calhoun, Inc. Retirement Plan covers 196 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,122 per filing). Assets: $28M.
- $28M
- total plan assets (2024 EOY)
- 196
- covered participants
- 76th
- percentile by assets (of 116,472 plans)
- $140,697
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Farrell Calhoun, Inc. Retirement Plan reports 196 participants - about 17% of that state average ($28M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 620431608 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Farrell Calhoun, Inc.)
| 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
- Shreveport Electrical Industry Profit Sharing Plan $95M · 527
- New Orleans Electrical Annuity Plan $88M · 1,393
- Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944
- Gerber/Taylor Capital Advisors Profit Sharing Plan $50M · 43
- Iron Workers District Council of Tennessee Valley and Vicinity Annuity Plan $49M · 2,124
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Farrell Calhoun, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Farrell Calhoun, Inc. Retirement Plan assets move in 2024? ▼
How have Farrell Calhoun, Inc. plan assets changed over time? ▼
Where does Farrell Calhoun, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Farrell Calhoun, Inc. Retirement Plan
Filing takeaways
Ways to act on Farrell Calhoun, Inc. Retirement Plan's numbers.
- By total assets, Farrell Calhoun, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
- Farrell Calhoun, Inc.'s sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Retail Trade plans
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.