401(k) · DOL Form 5500 · 2024

Caliber Public Schools 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
214
Participants Below avg headcount
50th
Percentile by assets National rank
$35,355
Avg per participant Low balance/head
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Official DOL plan name: Caliber Public Schools 401(k) Profit Sharing Plan and Trust · Sponsored by Caliber Public Schools · California · Educational Services

$8M in assets, 214 participants

Caliber Public Schools's Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,210 in Educational Services (3,638 peers)

Coverage in California

Caliber Public Schools 401(k) Profit Sharing Plan and Trust covers 214 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $8M.

#1,210
in Educational Services (3,638 peers)
+30.6%
assets growth YoY

Caliber Public Schools 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Educational Services and all filers

Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,565,880 Top 50% higher than 50% 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

Caliber Public Schools 401(k) Profit Sharing Plan and 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. Caliber Public Schools 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caliber Public Schools 401(k) Profit Sharing Plan and Trust reported participants fell from 231 in the plan year 2023 filing to 214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 461219795 · Caliber Public Schools PY 2024 · 401(k)

Caliber Public Schools 401(k) Profit Sharing Plan and Trust · $8M · 214 · 50th

  • SCH $8M
  • EBSA 214
  • PART 50th
  • TYPE 401(k)
  • NET near Stoli Group USA, LLC 401(k) Plan
  • BOOK ind #1210

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 Educational Services retirement plans → · Plans in California →

Caliber Public Schools 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Caliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$8MStoli Group USA, LLC 401(k) PlanStoli Group USA, LLC 401(k) …$8MLinus Health, Inc. 401(k) Profit Sharing PlanLinus Health, Inc. 401(k) Pr…$8MPreservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$8MFinity, Inc. 401(k) Plan$8M
End-of-year total assets ($M) among Caliber Public Schools 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN461219795
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caliber Public Schools)

Sponsor-wide plan assets over time

All Caliber Public Schools plans reported in each filing year

Latest sponsor-wide plan assets
$8M 77.49327938227793% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.26M $7.57M ▲ +77.7%
Year Plans Participants Total Assets
2022 1 218 $4M
2023 1 231 $6M
2024 1 214 $8M

Nearby 401(k) Plans in California

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

Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caliber Public Schools 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00756588 · Participants: 214Caliber Public Schools 401(k) Profit Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Caliber Public Schools 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Caliber Public Schools 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Caliber Public Schools 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stoli Group USA, LLC 401(k) Plan in NY ($8M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Caliber Public Schools 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Caliber Public Schools 401(k) Profit Sharing Plan and Trust surged - up 30.6% during 2024, from $6M to $8M. Reported net income was $2M.
How have Caliber Public Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caliber Public Schools's sponsor-wide assets grew 77.5%, from $4M to $8M.
Which 401(k) plans are similar in size to Caliber Public Schools 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stoli Group USA, LLC 401(k) Plan in NY ($8M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Caliber Public Schools 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Services, Inc. 401(k) Plan in DC (214 participants, $322K 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 461219795.

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.