Department of Labor filing

CALVO ENTERPRISES, INC.

CALVO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,653

Reported employer contributions per active participant.

Higher than about 59% of comparable plans

#People in the filing

242

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$434 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 8% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions59th percentileTypical peer $2,225 · based on 264 comparable plans

Lower reported administrative expense8th percentileTypical peer $140 · based on 273 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CALVO ENTERPRISES, INC. reported $641,941 in employer contributions across the plan and 242 active participants. That works out to $2,653 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 56.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 29.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $641,941
Participant contributions: $919,093
Other contributions: $31,265
Employer share of reported contributions: 41.1%
Beginning assets: $20,086,230
Ending assets: $20,592,810
Ending net assets: $20,592,810
Ending liabilities: $0
Total income: $4,078,695
Total expenses: $3,572,115
Administrative expenses: $133,149
Participant loans: $235,321

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,698

2023

$2,623

2024

$2,653

Plan-paid administrative expenses per participant

2022

$336

2023

$277

2024

$434

Active participants

2022

378

2023

242

2024

242

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,653	242	20.6M	20251009221159NAL0012219056001
2023	$2,623	242	20.1M	20241011210322NAL0012933827001
2022	$1,698	378	16.5M	20231013231251NAL0035085009001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 980030984-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1996
Industry: Management of companies
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T2S3D3H

Current plan terms

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Filing ACK_ID20251009221159NAL0012219056001

Data sourceDOL Form 5500 bulk data ↗

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