How big is Calera Capital Management, L.P.'s plan?

Calera Capital Management, L.P.'s plan reported $26.3M in assets and 23 participants for 2024.

Original filing (PDF)20250624134439NAL0007304513001

Calera Capital Management, L.P.

Name: Calera Capital Management, L.P. — Calera Capital, Form 5500 (2024)
Creator: Calera Capital Management, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calera Capital 401(k) Plan

401(k) retirement plan · Calera Capital Management, L.P.'s Calera Capital 401(k) Plan held $26.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.3M

Net assets (EOY)

$26.3M

Plan identifiers

Calera Capital Management, L.P.'s EIN is 11-3794541.

EIN 11-3794541

Plan number 001

Plan year 2024

ACK ID 20250624134439NAL0007304513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calera Capital Management, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calera Capital Management, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALERA CAPITAL MANAGEMENT, L.P..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CALERA CAPITAL MANAGEMENT, L.P.

EIN

all filings

Address

425 CALIFORNIA STREET · SUITE 1600 · SAN FRANCISCO, CA · 94104

Phone

(415) 632-5200

Industry

Finance & Insurance

Plan administrator