401(k) · DOL Form 5500 · 2024
Calegari & Morris, Accountants, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 50
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · Sponsored by Calegari & Morris, Accountants, a Professional Corporation · California · Professional & Technical Services
$50M in assets, 50 participants
Calegari & Morris, Accountants, a Professional Corporation's Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported $50M in total assets and 50 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #17,149 in Professional & Technical Services (20,173 peers)
Where Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits by assets
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $50M for 50 participants (~$1.0M/participant), down 16.7% in 2024.
- #17,149
- in Professional & Technical Services (20,173 peers)
- -16.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,199,389 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing 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. Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
- Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $60M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan reported participants rose from 46 in the plan year 2023 filing to 50 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 942186350 · Calegari & Morris, Accountants, a Professional Corporation PY 2024 · 401(k)
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan · $50M · 50 · 84th
- TYPE $50M
- NET 50
- BOOK 84th
- VS-ST 401(k)
- BOY near Kalmar USA Holding, Inc. 401(k) Plan
- SCH ind #17149
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 California →
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$10M |
| Employer EIN | 942186350 |
| Plan Effective Date | 1987-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calegari & Morris, Accountants, a Professional Corporation)
Sponsor-wide plan assets over time
All Calegari & Morris, Accountants, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 3.3465118053564518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 46 | $52M |
| 2023 | 1 | 46 | $60M |
| 2024 | 1 | 50 | $50M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Calegari & Morris, Accountants, a Professional Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kalmar USA Holding, Inc. 401(k) Plan in KS ($50M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Kalmar USA Holding, Inc. 401(k) Plan (KS) $50M · N/A
- Bwc 401(k) Savings Plan (TX) $50M · 472
- Enanta Pharmaceuticals, Inc. 401(k) Profit Sharing Plan & Trust (MA) $50M · 141
- Consumers Credit Union 401(k) Savings Plan (MI) $50M · 409
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Advata 401(k) Plan (TX) 50 · 0 off
- Arthritis Center of Nebraska Profit Sharing Plan (NE) 50 · 0 off
- Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) 50 · 0 off
- First National Financial Services 401(k) Plan (MN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.