Calix, Inc. 401(k) Plan: Login, Facts & Contact Information

Calix, Inc. 401(k) Plan Facts

Plan name
CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN.
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALIX, INC.
Participants
1,409 (1,014 active employees)
Former employees with a balance
376
Plan assets
$256,531,899 at Dec 31, 2024
Average account balance
$187,523 across 1,368 accounts
Employer contributions
$5,397,535 in plan year 2024 (20% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 10, 1999
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $27.7 million went into the plan in contributions, $5.40 million of it from the employer (20%).
  • $20.6 million was paid out to participants.
  • Investment and other income added $34.9 million.
  • Administrative expenses were $153,633, about $112 per account.

How the Calix, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,015$140.2 million$2.50 million$13.0 million
2020959$161.7 million$2.66 million$14.0 million
2021931$194.1 million$3.19 million$10.4 million
20221,060$161.9 million$4.05 million$15.3 million
20231,271$214.8 million$5.22 million$8.70 million
20241,409$256.5 million$5.40 million$20.6 million

Calix, Inc. 401(k) Contact Information

Phone
408-514-3000
Mailing address
2777 ORCHARD PARKWAY, SAN JOSE CA 95134
Plan sponsor
CALIX, INC.
Employer identification number (EIN)
68-0438710
Plan number
001

Questions about the Calix, Inc. 401(k)

Does Calix, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.40 million, 20% of all contributions.

Does the Calix, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Calix, Inc 401(k) plan?

1,409 participants at the start of plan year 2024, 1,014 of them active employees, and 376 former employees who still had money in the plan.

What is the average 401(k) balance at Calix, Inc?

About $187,523 per account: $256.5 million in plan assets across 1,368 accounts with a balance at the end of plan year 2024.

Who manages the Calix, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Calix, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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