Calamos Holdings LLC
Plan context: Calamos Profit Sharing 401(K) Plan
EIN 20-1768357 • 46 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
415
2024 Assets
$199,991,498
2024 Contributions
$13,459,113
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 415 | $199,991,498 | $13,459,113 | $32,432iApproximate average salary by contribution assumption: employee only about $810,790 at 4% or $540,527 at 6%; with 50% employer match about $540,527 at 4% or $360,351 at 6%; with 100% employer match about $405,395 at 4% or $270,263 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 415 | $199,991,498 | $13,459,113 | $32,432iApproximate average salary by contribution assumption: employee only about $810,790 at 4% or $540,527 at 6%; with 50% employer match about $540,527 at 4% or $360,351 at 6%; with 100% employer match about $405,395 at 4% or $270,263 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 403 | - | - | - |
| 2023 | 2 | 393 | $171,591,608 | $14,141,274 | $35,983iApproximate average salary by contribution assumption: employee only about $899,572 at 4% or $599,715 at 6%; with 50% employer match about $599,715 at 4% or $399,810 at 6%; with 100% employer match about $449,786 at 4% or $299,857 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 393 | $171,591,608 | $14,141,274 | $35,983iApproximate average salary by contribution assumption: employee only about $899,572 at 4% or $599,715 at 6%; with 50% employer match about $599,715 at 4% or $399,810 at 6%; with 100% employer match about $449,786 at 4% or $299,857 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 378 | - | - | - |
| 2022 | 2 | 370 | $145,654,453 | $12,823,085 | $34,657iApproximate average salary by contribution assumption: employee only about $866,425 at 4% or $577,616 at 6%; with 50% employer match about $577,616 at 4% or $385,078 at 6%; with 100% employer match about $433,212 at 4% or $288,808 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 366 | $145,654,453 | $12,823,085 | $35,036iApproximate average salary by contribution assumption: employee only about $875,894 at 4% or $583,929 at 6%; with 50% employer match about $583,929 at 4% or $389,286 at 6%; with 100% employer match about $437,947 at 4% or $291,965 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 370 | - | - | - |
| 2021 | 2 | 358 | $170,559,299 | $10,539,431 | $29,440iApproximate average salary by contribution assumption: employee only about $735,994 at 4% or $490,663 at 6%; with 50% employer match about $490,663 at 4% or $327,108 at 6%; with 100% employer match about $367,997 at 4% or $245,331 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 358 | $170,559,299 | $10,539,431 | $29,440iApproximate average salary by contribution assumption: employee only about $735,994 at 4% or $490,663 at 6%; with 50% employer match about $490,663 at 4% or $327,108 at 6%; with 100% employer match about $367,997 at 4% or $245,331 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 346 | - | - | - |
| 2020 | 2 | 352 | $146,323,142 | $10,010,326 | $28,438iApproximate average salary by contribution assumption: employee only about $710,961 at 4% or $473,974 at 6%; with 50% employer match about $473,974 at 4% or $315,983 at 6%; with 100% employer match about $355,480 at 4% or $236,987 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 352 | $146,323,142 | $10,010,326 | $28,438iApproximate average salary by contribution assumption: employee only about $710,961 at 4% or $473,974 at 6%; with 50% employer match about $473,974 at 4% or $315,983 at 6%; with 100% employer match about $355,480 at 4% or $236,987 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 345 | - | - | - |
| 2019 | 2 | 362 | $121,172,514 | $10,240,020 | $28,287iApproximate average salary by contribution assumption: employee only about $707,184 at 4% or $471,456 at 6%; with 50% employer match about $471,456 at 4% or $314,304 at 6%; with 100% employer match about $353,592 at 4% or $235,728 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 362 | $121,172,514 | $10,240,020 | $28,287iApproximate average salary by contribution assumption: employee only about $707,184 at 4% or $471,456 at 6%; with 50% employer match about $471,456 at 4% or $314,304 at 6%; with 100% employer match about $353,592 at 4% or $235,728 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 346 | - | - | - |
| 2018 | 2 | 358 | $98,595,994 | $9,566,523 | $26,722iApproximate average salary by contribution assumption: employee only about $668,053 at 4% or $445,369 at 6%; with 50% employer match about $445,369 at 4% or $296,913 at 6%; with 100% employer match about $334,027 at 4% or $222,684 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 358 | $98,595,994 | $9,566,523 | $26,722iApproximate average salary by contribution assumption: employee only about $668,053 at 4% or $445,369 at 6%; with 50% employer match about $445,369 at 4% or $296,913 at 6%; with 100% employer match about $334,027 at 4% or $222,684 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 349 | - | - | - |
| 2017 | 2 | 363 | $100,502,820 | $7,652,511 | $21,081iApproximate average salary by contribution assumption: employee only about $527,032 at 4% or $351,355 at 6%; with 50% employer match about $351,355 at 4% or $234,237 at 6%; with 100% employer match about $263,516 at 4% or $175,677 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 363 | $100,502,820 | $7,652,511 | $21,081iApproximate average salary by contribution assumption: employee only about $527,032 at 4% or $351,355 at 6%; with 50% employer match about $351,355 at 4% or $234,237 at 6%; with 100% employer match about $263,516 at 4% or $175,677 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 355 | - | - | - |
| 2016 | 2 | 366 | $87,722,203 | $7,127,475 | $19,474iApproximate average salary by contribution assumption: employee only about $486,849 at 4% or $324,566 at 6%; with 50% employer match about $324,566 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 366 | $87,722,203 | $7,127,475 | $19,474iApproximate average salary by contribution assumption: employee only about $486,849 at 4% or $324,566 at 6%; with 50% employer match about $324,566 at 4% or $216,378 at 6%; with 100% employer match about $243,425 at 4% or $162,283 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 362 | - | - | - |
| 2015 | 2 | 376 | $87,864,994 | $7,662,550 | $20,379iApproximate average salary by contribution assumption: employee only about $509,478 at 4% or $339,652 at 6%; with 50% employer match about $339,652 at 4% or $226,435 at 6%; with 100% employer match about $254,739 at 4% or $169,826 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 376 | $87,864,994 | $7,662,550 | $20,379iApproximate average salary by contribution assumption: employee only about $509,478 at 4% or $339,652 at 6%; with 50% employer match about $339,652 at 4% or $226,435 at 6%; with 100% employer match about $254,739 at 4% or $169,826 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 372 | - | - | - |
| 2014 | 2 | 395 | $86,252,683 | $8,292,751 | $20,994iApproximate average salary by contribution assumption: employee only about $524,858 at 4% or $349,905 at 6%; with 50% employer match about $349,905 at 4% or $233,270 at 6%; with 100% employer match about $262,429 at 4% or $174,953 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 395 | $86,252,683 | $8,292,751 | $20,994iApproximate average salary by contribution assumption: employee only about $524,858 at 4% or $349,905 at 6%; with 50% employer match about $349,905 at 4% or $233,270 at 6%; with 100% employer match about $262,429 at 4% or $174,953 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 384 | - | - | - |
| 2013 | 3 | 391 | $82,697,793 | $6,256,717 | $16,002iApproximate average salary by contribution assumption: employee only about $400,046 at 4% or $266,697 at 6%; with 50% employer match about $266,697 at 4% or $177,798 at 6%; with 100% employer match about $200,023 at 4% or $133,349 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 388 | $82,697,793 | $6,256,717 | $16,126iApproximate average salary by contribution assumption: employee only about $403,139 at 4% or $268,759 at 6%; with 50% employer match about $268,759 at 4% or $179,173 at 6%; with 100% employer match about $201,569 at 4% or $134,380 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 147 | - | - | - |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 391 | - | - | - |
| 2012 | 3 | 387 | $69,897,349 | $7,527,133 | $19,450iApproximate average salary by contribution assumption: employee only about $486,249 at 4% or $324,166 at 6%; with 50% employer match about $324,166 at 4% or $216,111 at 6%; with 100% employer match about $243,124 at 4% or $162,083 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 387 | $69,897,349 | $7,527,133 | $19,450iApproximate average salary by contribution assumption: employee only about $486,249 at 4% or $324,166 at 6%; with 50% employer match about $324,166 at 4% or $216,111 at 6%; with 100% employer match about $243,124 at 4% or $162,083 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 134 | - | - | - |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 378 | - | - | - |
| 2011 | 3 | 368 | $61,512,218 | $6,951,462 | $18,890iApproximate average salary by contribution assumption: employee only about $472,246 at 4% or $314,831 at 6%; with 50% employer match about $314,831 at 4% or $209,887 at 6%; with 100% employer match about $236,123 at 4% or $157,415 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 368 | $61,512,218 | $6,951,462 | $18,890iApproximate average salary by contribution assumption: employee only about $472,246 at 4% or $314,831 at 6%; with 50% employer match about $314,831 at 4% or $209,887 at 6%; with 100% employer match about $236,123 at 4% or $157,415 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 142 | - | - | - |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 364 | - | - | - |
| 2010 | 3 | 346 | $62,028,511 | $6,640,882 | $19,193iApproximate average salary by contribution assumption: employee only about $479,833 at 4% or $319,888 at 6%; with 50% employer match about $319,888 at 4% or $213,259 at 6%; with 100% employer match about $239,916 at 4% or $159,944 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 346 | $62,028,511 | $6,640,882 | $19,193iApproximate average salary by contribution assumption: employee only about $479,833 at 4% or $319,888 at 6%; with 50% employer match about $319,888 at 4% or $213,259 at 6%; with 100% employer match about $239,916 at 4% or $159,944 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 136 | - | - | - |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 338 | - | - | - |
| 2009 | 3 | 355 | $56,676,438 | $6,615,510 | $18,635iApproximate average salary by contribution assumption: employee only about $465,881 at 4% or $310,587 at 6%; with 50% employer match about $310,587 at 4% or $207,058 at 6%; with 100% employer match about $232,940 at 4% or $155,294 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 340 | $56,676,438 | $6,615,510 | $19,457iApproximate average salary by contribution assumption: employee only about $486,435 at 4% or $324,290 at 6%; with 50% employer match about $324,290 at 4% or $216,193 at 6%; with 100% employer match about $243,217 at 4% or $162,145 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 125 | - | - | - |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 355 | - | - | - |
| 2008 | 2 | 439 | $40,976,371 | $7,274,767 | $16,571iApproximate average salary by contribution assumption: employee only about $414,281 at 4% or $276,187 at 6%; with 50% employer match about $276,187 at 4% or $184,125 at 6%; with 100% employer match about $207,140 at 4% or $138,094 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 410 | $40,976,371 | $7,274,767 | $17,743iApproximate average salary by contribution assumption: employee only about $443,583 at 4% or $295,722 at 6%; with 50% employer match about $295,722 at 4% or $197,148 at 6%; with 100% employer match about $221,792 at 4% or $147,861 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 439 | - | - | - |
| 2007 | 2 | 482 | $63,719,444 | $8,505,428 | $17,646iApproximate average salary by contribution assumption: employee only about $441,153 at 4% or $294,102 at 6%; with 50% employer match about $294,102 at 4% or $196,068 at 6%; with 100% employer match about $220,576 at 4% or $147,051 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 482 | $63,719,444 | $8,505,428 | $17,646iApproximate average salary by contribution assumption: employee only about $441,153 at 4% or $294,102 at 6%; with 50% employer match about $294,102 at 4% or $196,068 at 6%; with 100% employer match about $220,576 at 4% or $147,051 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 480 | - | - | - |
| 2006 | 2 | 433 | $49,776,228 | $6,649,841 | $15,358iApproximate average salary by contribution assumption: employee only about $383,940 at 4% or $255,960 at 6%; with 50% employer match about $255,960 at 4% or $170,640 at 6%; with 100% employer match about $191,970 at 4% or $127,980 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 433 | $49,776,228 | $6,649,841 | $15,358iApproximate average salary by contribution assumption: employee only about $383,940 at 4% or $255,960 at 6%; with 50% employer match about $255,960 at 4% or $170,640 at 6%; with 100% employer match about $191,970 at 4% or $127,980 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 419 | - | - | - |
| 2005 | 2 | 358 | $41,058,105 | $5,212,418 | $14,560iApproximate average salary by contribution assumption: employee only about $363,996 at 4% or $242,664 at 6%; with 50% employer match about $242,664 at 4% or $161,776 at 6%; with 100% employer match about $181,998 at 4% or $121,332 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 358 | $41,058,105 | $5,212,418 | $14,560iApproximate average salary by contribution assumption: employee only about $363,996 at 4% or $242,664 at 6%; with 50% employer match about $242,664 at 4% or $161,776 at 6%; with 100% employer match about $181,998 at 4% or $121,332 at 6%. |
| Calamos Holdings LLC Section 125 Cafeteria Plan | - | 347 | - | - | - |
| 2004 | 1 | 275 | $33,831,942 | $4,458,106 | $16,211iApproximate average salary by contribution assumption: employee only about $405,282 at 4% or $270,188 at 6%; with 50% employer match about $270,188 at 4% or $180,125 at 6%; with 100% employer match about $202,641 at 4% or $135,094 at 6%. |
| Calamos Profit Sharing 401(K) Plan | - | 275 | $33,831,942 | $4,458,106 | $16,211iApproximate average salary by contribution assumption: employee only about $405,282 at 4% or $270,188 at 6%; with 50% employer match about $270,188 at 4% or $180,125 at 6%; with 100% employer match about $202,641 at 4% or $135,094 at 6%. |