401(k) · DOL Form 5500 · 2024
The Calais School 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $43,944
- Avg per participant Low balance/head
Official DOL plan name: The Calais School 401(k) Plan · Sponsored by The Calais School · New Jersey · Educational Services
$4M in assets, 80 participants
The Calais School's The Calais School 401(k) Plan reported $4M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #833 in Educational Services (3,638 peers)
The Calais School multi-year trail
The Calais School's plans moved +18.6% in assets from 2023 to 2024; this filing shows The Calais School 401(k) Plan at $4M / 80 participants.
- #833
- in Educational Services (3,638 peers)
- +18.6%
- assets growth YoY
The Calais School 401(k) Plan's mid-pack asset rank among Educational Services and all filers
The Calais School 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,515,510 36th percentile higher than 36% 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
The Calais School 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. The Calais School 401(k) Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Calais School 401(k) Plan reported net income fell from $716K in the plan year 2023 filing to $551K in the plan year 2024 filing.
- The Calais School 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 221903027 · The Calais School PY 2024 · 401(k)
The Calais School 401(k) Plan · $4M · 80 · 36th
- VS-ST $4M
- VS-ST 80
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust
- VS-ST ind #833
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 New Jersey →
The Calais School 401(k) Plan in the asset neighbourhood
The Calais School multi-year asset trail
Sponsor-wide plan assets over time
All The Calais School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 18.596066757706446% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 80 | $3M |
| 2024 | 1 | 80 | $4M |
The Calais School filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $551K |
| Employer EIN | 221903027 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
The Calais School 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is New Mexico Wineries Inc 401(k) Profit Sharing Plan & Trust in NM ($4M); by covered participants it is Lewa America Inc 401(k) Profit Sharing Plan & Trust in MA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Lewa America Inc 401(k) Profit Sharing Plan & Trust (MA) 80 · 0 off
- Rmcp 401(k) (CO) 80 · 0 off
- Gana-A'yoo, Limited 401(k) Retirement Plan (AK) 80 · 0 off
- Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.