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Plan context: The Calvert Companies 401(K) Retirement Savings Plan

EIN 73-1226701 • Tulsa, OK • 19 filings • 4 plans

12437 East 60th StreetTulsa, OK 74146-6906
Current Snapshot

Latest Year

2022

2022 Participants

55

2022 Assets

$3,244,843

2022 Contributions

$282,460

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,244,843$1,622,422$0200420132021YearValue
$3,244,843Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

75380200420132021YearValue
55Latest year 2021

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202210$0$0-
The Calvert Companies 401(K) Retirement Savings Plan-0$0--
2021155$3,244,843$282,460$5,136iApproximate average salary by contribution assumption: employee only about $128,391 at 4% or $85,594 at 6%; with 50% employer match about $85,594 at 4% or $57,063 at 6%; with 100% employer match about $64,195 at 4% or $42,797 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-55$3,244,843$282,460$5,136iApproximate average salary by contribution assumption: employee only about $128,391 at 4% or $85,594 at 6%; with 50% employer match about $85,594 at 4% or $57,063 at 6%; with 100% employer match about $64,195 at 4% or $42,797 at 6%.
2020148$2,838,429$206,022$4,292iApproximate average salary by contribution assumption: employee only about $107,303 at 4% or $71,535 at 6%; with 50% employer match about $71,535 at 4% or $47,690 at 6%; with 100% employer match about $53,652 at 4% or $35,768 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-48$2,838,429$206,022$4,292iApproximate average salary by contribution assumption: employee only about $107,303 at 4% or $71,535 at 6%; with 50% employer match about $71,535 at 4% or $47,690 at 6%; with 100% employer match about $53,652 at 4% or $35,768 at 6%.
2019150$2,678,148$209,480$4,190iApproximate average salary by contribution assumption: employee only about $104,740 at 4% or $69,827 at 6%; with 50% employer match about $69,827 at 4% or $46,551 at 6%; with 100% employer match about $52,370 at 4% or $34,913 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-50$2,678,148$209,480$4,190iApproximate average salary by contribution assumption: employee only about $104,740 at 4% or $69,827 at 6%; with 50% employer match about $69,827 at 4% or $46,551 at 6%; with 100% employer match about $52,370 at 4% or $34,913 at 6%.
2018136$2,121,461$173,586$4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-36$2,121,461$173,586$4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
2017136$2,074,185$214,662$5,963iApproximate average salary by contribution assumption: employee only about $149,071 at 4% or $99,381 at 6%; with 50% employer match about $99,381 at 4% or $66,254 at 6%; with 100% employer match about $74,535 at 4% or $49,690 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-36$2,074,185$214,662$5,963iApproximate average salary by contribution assumption: employee only about $149,071 at 4% or $99,381 at 6%; with 50% employer match about $99,381 at 4% or $66,254 at 6%; with 100% employer match about $74,535 at 4% or $49,690 at 6%.
2016138$1,812,512$136,509$3,592iApproximate average salary by contribution assumption: employee only about $89,809 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-38$1,812,512$136,509$3,592iApproximate average salary by contribution assumption: employee only about $89,809 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
2015139$1,626,192$120,067$3,079iApproximate average salary by contribution assumption: employee only about $76,966 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,655 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-39$1,626,192$120,067$3,079iApproximate average salary by contribution assumption: employee only about $76,966 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,655 at 6%.
2014143$1,537,888$144,317$3,356iApproximate average salary by contribution assumption: employee only about $83,905 at 4% or $55,937 at 6%; with 50% employer match about $55,937 at 4% or $37,291 at 6%; with 100% employer match about $41,953 at 4% or $27,968 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-43$1,537,888$144,317$3,356iApproximate average salary by contribution assumption: employee only about $83,905 at 4% or $55,937 at 6%; with 50% employer match about $55,937 at 4% or $37,291 at 6%; with 100% employer match about $41,953 at 4% or $27,968 at 6%.
2013141$1,449,905$141,721$3,457iApproximate average salary by contribution assumption: employee only about $86,415 at 4% or $57,610 at 6%; with 50% employer match about $57,610 at 4% or $38,407 at 6%; with 100% employer match about $43,208 at 4% or $28,805 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-41$1,449,905$141,721$3,457iApproximate average salary by contribution assumption: employee only about $86,415 at 4% or $57,610 at 6%; with 50% employer match about $57,610 at 4% or $38,407 at 6%; with 100% employer match about $43,208 at 4% or $28,805 at 6%.
2012143$1,350,731$137,944$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-43$1,350,731$137,944$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
2011140$1,185,314$136,060$3,402iApproximate average salary by contribution assumption: employee only about $85,038 at 4% or $56,692 at 6%; with 50% employer match about $56,692 at 4% or $37,794 at 6%; with 100% employer match about $42,519 at 4% or $28,346 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-40$1,185,314$136,060$3,402iApproximate average salary by contribution assumption: employee only about $85,038 at 4% or $56,692 at 6%; with 50% employer match about $56,692 at 4% or $37,794 at 6%; with 100% employer match about $42,519 at 4% or $28,346 at 6%.
2010140$1,136,516$42,099$1,052iApproximate average salary by contribution assumption: employee only about $26,312 at 4% or $17,541 at 6%; with 50% employer match about $17,541 at 4% or $11,694 at 6%; with 100% employer match about $13,156 at 4% or $8,771 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-40$1,136,516$42,099$1,052iApproximate average salary by contribution assumption: employee only about $26,312 at 4% or $17,541 at 6%; with 50% employer match about $17,541 at 4% or $11,694 at 6%; with 100% employer match about $13,156 at 4% or $8,771 at 6%.
2009140$1,089,929$52,029$1,301iApproximate average salary by contribution assumption: employee only about $32,518 at 4% or $21,679 at 6%; with 50% employer match about $21,679 at 4% or $14,453 at 6%; with 100% employer match about $16,259 at 4% or $10,839 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-40$1,089,929$52,029$1,301iApproximate average salary by contribution assumption: employee only about $32,518 at 4% or $21,679 at 6%; with 50% employer match about $21,679 at 4% or $14,453 at 6%; with 100% employer match about $16,259 at 4% or $10,839 at 6%.
2008155$1,025,247$161,549$2,937iApproximate average salary by contribution assumption: employee only about $73,431 at 4% or $48,954 at 6%; with 50% employer match about $48,954 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-55$1,025,247$161,549$2,937iApproximate average salary by contribution assumption: employee only about $73,431 at 4% or $48,954 at 6%; with 50% employer match about $48,954 at 4% or $32,636 at 6%; with 100% employer match about $36,716 at 4% or $24,477 at 6%.
2007165$1,455,547$130,805$2,012iApproximate average salary by contribution assumption: employee only about $50,310 at 4% or $33,540 at 6%; with 50% employer match about $33,540 at 4% or $22,360 at 6%; with 100% employer match about $25,155 at 4% or $16,770 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-65$1,455,547$130,805$2,012iApproximate average salary by contribution assumption: employee only about $50,310 at 4% or $33,540 at 6%; with 50% employer match about $33,540 at 4% or $22,360 at 6%; with 100% employer match about $25,155 at 4% or $16,770 at 6%.
2006172$1,299,478$110,248$1,531iApproximate average salary by contribution assumption: employee only about $38,281 at 4% or $25,520 at 6%; with 50% employer match about $25,520 at 4% or $17,014 at 6%; with 100% employer match about $19,140 at 4% or $12,760 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-72$1,299,478$110,248$1,531iApproximate average salary by contribution assumption: employee only about $38,281 at 4% or $25,520 at 6%; with 50% employer match about $25,520 at 4% or $17,014 at 6%; with 100% employer match about $19,140 at 4% or $12,760 at 6%.
2005175$1,153,553$113,895$1,519iApproximate average salary by contribution assumption: employee only about $37,965 at 4% or $25,310 at 6%; with 50% employer match about $25,310 at 4% or $16,873 at 6%; with 100% employer match about $18,983 at 4% or $12,655 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-75$1,153,553$113,895$1,519iApproximate average salary by contribution assumption: employee only about $37,965 at 4% or $25,310 at 6%; with 50% employer match about $25,310 at 4% or $16,873 at 6%; with 100% employer match about $18,983 at 4% or $12,655 at 6%.
2004165$995,097$134,391$2,068iApproximate average salary by contribution assumption: employee only about $51,689 at 4% or $34,459 at 6%; with 50% employer match about $34,459 at 4% or $22,973 at 6%; with 100% employer match about $25,844 at 4% or $17,230 at 6%.
The Calvert Companies 401(K) Retirement Savings Plan-65$995,097$134,391$2,068iApproximate average salary by contribution assumption: employee only about $51,689 at 4% or $34,459 at 6%; with 50% employer match about $34,459 at 4% or $22,973 at 6%; with 100% employer match about $25,844 at 4% or $17,230 at 6%.