Plan Ledger DOL Form 5500 · updated monthly

Caliber Motors Inc.401(k)

CALIBER MOTORS INC. 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Caliber Motors Inc. reported $2,180 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $120,750 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,362nd of 5,688), and 2,998th of 5,215 in retail trade. In 2022, employees put in $4.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,173,621
Participants with balances93
Active participants1
Employer contributions$120,750
Employee contributions$585,356
Employer contribution per active participant$120,750
Average account balance$87,888
Benefits paid to participants$2,400,841
Plan auditUnmodified (clean) audit opinion
AuditorMELTON & MELTON
The Caliber Motors Inc. 401(k) match · 2022
Employer contribution per active participant$120,750
Median for plans this size$1,114

Caliber Motors Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,180 · 0.02%
Similar plansRetail Trade · Texas
Quality Mat Company TX$8.4M · 0.35%
Tiff's Treats Gp, LLC TX$8.4M · 0.56%
Rudolph Chevrolet, LLC TX$8.3M · 0.71%
Grubbs Infiniti, LTD TX$8.0M · 0.73%
Barron Service Parts Co TX$7.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330007319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.