401(k) · DOL Form 5500 · 2024

Caloris Engineering, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
70
Participants Small participant base
47th
Percentile by assets National rank
$93,383
Avg per participant Below avg balance/head
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Official DOL plan name: Caloris Engineering, LLC 401(k) Plan · Sponsored by Caloris Engineering, LLC · Maryland · Professional & Technical Services

$7M in assets, 70 participants

Caloris Engineering, LLC's Caloris Engineering, LLC 401(k) Plan reported $7M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,079 in Professional & Technical Services (20,173 peers)

Caloris Engineering, LLC multi-year trail

Caloris Engineering, LLC's plans moved +56.3% in assets from 2022 to 2024; this filing shows Caloris Engineering, LLC 401(k) Plan at $7M / 70 participants.

#9,079
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY

Caloris Engineering, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caloris Engineering, LLC 401(k) Plan vs every filed plan by assets

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

$6,536,814 47th percentile higher than 47% 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

Caloris Engineering, LLC 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. Caloris Engineering, LLC 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caloris Engineering, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $979K in the plan year 2024 filing.
  • Caloris Engineering, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Caloris Engineering, LLC 401(k) Plan reported participants rose from 66 in the plan year 2023 filing to 70 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 465314897 · Caloris Engineering, LLC PY 2024 · 401(k)

Caloris Engineering, LLC 401(k) Plan · $7M · 70 · 47th

  • TYPE $7M
  • NET 70
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Brecon Knitting Mill, Inc. 401(k) Plan
  • SCH ind #9079

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 Maryland →

Caloris Engineering, LLC 401(k) Plan in the asset neighbourhood

Caloris Engineering, LLC 401(k) PlanCaloris Engineering, LLC 401…$7MBrecon Knitting Mill, Inc. 401(k) PlanBrecon Knitting Mill, Inc. 4…$7MSuperior Holding, Inc. 401(k)$7MLa Casa De Don Pedro - Retirement PlanLa Casa De Don Pedro - Retir…$7MBig R 401(k) Plan$7M
End-of-year total assets ($M) among Caloris Engineering, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caloris Engineering, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Caloris Engineering, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 56.28014461285555% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.18M $6.54M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 54 $4M
2023 1 66 $6M
2024 1 70 $7M

Caloris Engineering, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$979K
Employer EIN465314897
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Caloris Engineering, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caloris Engineering, LLC 401(k) Plan, Total assets ($B): 0.006536814 · Participants: 70Caloris Engineering, LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Caloris Engineering, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Caloris Engineering, LLC 401(k) Plan side-by-side with 3 peers →

Caloris Engineering, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Brecon Knitting Mill, Inc. 401(k) Plan in AL ($7M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Caloris Engineering, LLC 401(k) Plan assets move in 2024? ▼
Caloris Engineering, LLC 401(k) Plan grew sharply - up 17.6% during 2024, from $6M to $7M. Reported net income was $979K.
How have Caloris Engineering, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caloris Engineering, LLC's sponsor-wide assets grew 56.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Caloris Engineering, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brecon Knitting Mill, Inc. 401(k) Plan in AL ($7M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Caloris Engineering, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revenir Energy Services LLC 401(k) Plan in CO (70 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 465314897.

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.