401(k) · DOL Form 5500 · 2022

J. Calnan and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
115
Participants Small participant base
73rd
Percentile by assets National rank
$133,087
Avg per participant Near avg balance/head
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Official DOL plan name: J. Calnan and Associates, Inc. 401(k) Plan · Sponsored by J. Calnan and Associates, Inc. · Massachusetts · Construction

$15M in assets, 115 participants

J. Calnan and Associates, Inc.'s J. Calnan and Associates, Inc. 401(k) Plan reported $15M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,216 in Construction (9,927 peers)

Coverage in Massachusetts

J. Calnan and Associates, Inc. 401(k) Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#7,216
in Construction (9,927 peers)
-7.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J. Calnan and Associates, Inc. 401(k) Plan's outsized position by total assets

J. Calnan and Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,304,989 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

J. Calnan and Associates, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Calnan and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 043330842 · J. Calnan and Associates, Inc. PY 2022 · 401(k)

J. Calnan and Associates, Inc. 401(k) Plan · $15M · 115 · 73rd

  • TYPE $15M
  • NET 115
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near Gardiner & Theobald Inc. 401(k) Profit Sharing Plan
  • SCH ind #7216

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Massachusetts →

J. Calnan and Associates, Inc. 401(k) Plan in the asset neighbourhood

Latam Airlines Group, S. a. , Inc. 401(k) PlanLatam Airlines Group, S. a. …$15MJ. Calnan and Associates, Inc. 401(k) PlanJ. Calnan and Associates, In…$15MGardiner & Theobald Inc. 401(k) Profit Sharing PlanGardiner & Theobald Inc. 401…$15MBalance Technology, Inc. 401(k) PlanBalance Technology, Inc. 401…$15MServer Products, Inc. Employees 401(k) Retirement PlanServer Products, Inc. Employ…$15M
End-of-year total assets ($M) among J. Calnan and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN043330842
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Calnan and Associates, Inc.)

Sponsor-wide plan assets over time

All J. Calnan and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.878693542347534% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 115 $15M
2023 1 119 $19M
2024 1 114 $22M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

J. Calnan and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants J. Calnan and Associates, Inc. 401(k) Plan, Total assets ($B): 0.015304989 · Participants: 115J. Calnan and Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
J. Calnan and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J. Calnan and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

J. Calnan and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gardiner & Theobald Inc. 401(k) Profit Sharing Plan in NY ($15M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did J. Calnan and Associates, Inc. 401(k) Plan assets move in 2022? ▼
J. Calnan and Associates, Inc. 401(k) Plan pulled back noticeably - down 7.1% during 2022, from $16M to $15M. Reported net income was -$1M.
How have J. Calnan and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Calnan and Associates, Inc.'s sponsor-wide assets grew 45.9%, from $15M to $22M.
Which 401(k) plans are similar in size to J. Calnan and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gardiner & Theobald Inc. 401(k) Profit Sharing Plan in NY ($15M, 160 participants).
Which 401(k) plans cover a similar participant headcount to J. Calnan and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043330842.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.