How big is Caliber Associates' plan?

Caliber Associates' plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20250723130239NAL0002034531001

Caliber Associates

Name: Caliber Associates — Caliber Associates Defined, Form 5500 (2024)
Creator: Caliber Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caliber Associates Defined Benefit Pension Plan

Defined-benefit pension plan · Caliber Associates' Caliber Associates Defined Benefit Pension Plan held $2.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Caliber Associates' EIN is 20-8563312.

EIN 20-8563312

Plan number 003

Plan year 2024

ACK ID 20250723130239NAL0002034531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caliber Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caliber Associates' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIBER ASSOCIATES.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score