Plan Ledger DOL Form 5500 · updated monthly

Caleres, Inc.401(k)

CALERES, INC. 401(K) SAVINGS PLAN · SAINT LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Caleres, Inc. reported $70,576 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,031 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 90th-largest of 1,393 plans among Missouri employers on file, and the 168th of 5,215 in retail trade. In 2024, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$275,840,539
Participants with balances3,240
Active participants2,280
Employer contributions$4,631,436
Employee contributions$10,593,356
Employer contribution per active participant$2,031
Average account balance$85,136
Benefits paid to participants$37,403,913
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$275.8M · 3,240 accts · $4.6M emplr
2023$265.2M · 3,314 accts · $9.3M emplr
2022$225.2M · 3,553 accts · $8.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,576
Total administrative$70,576
The Caleres, Inc. 401(k) match · 2024
Employer contribution per active participant$2,031
Median for plans this size$4,294
2024$2,031 per active participant
2023$3,999 per active participant
2022$3,333 per active participant

Caleres, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$70,576

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$70,576 · 0.03%
2023$230,127 · 0.09%
2022$93,585 · 0.04%
All plans at this employer2
CALERES, INC. 401(K) SAVINGS PLAN401(k)
CALERES, INC. HOURLY 401(K) SAVINGS PLAN401(k)
Same employer
Similar plansRetail Trade · Missouri
O'Reilly Automotive, Inc. MO$1.9B · 0.18%
Great Outdoors Group, LLC MO$608.3M · 0.25%
Clarkson Eyecare, Inc. MO$511.8M · 0.14%
Ferrell Companies,Inc MO$251.8M · 0.18%
John Fabick Tractor Company MO$181.2M · 0.04%
Schnuck Markets, Inc. MO$150.1M · 0.11%
Helzberg Diamond Shops LLC MO$134.8M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 430197190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.