401(k) · DOL Form 5500 · 2022

Hirtle, Callaghan & Co., LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
98
Participants Small participant base
85th
Percentile by assets National rank
$370,093
Avg per participant High balance/head
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Official DOL plan name: Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · Sponsored by Hirtle, Callaghan & Co., LLC · Pennsylvania · Finance & Insurance

$36M in assets, 98 participants

Hirtle, Callaghan & Co., LLC's Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported $36M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,021 in Finance & Insurance (9,261 peers)

Where Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits by assets

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 98 participants (~$370,093/participant), down 20.5% in 2022.

#7,021
in Finance & Insurance (9,261 peers)
-20.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's outsized position by total assets

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,269,098 Top 15% higher than 85% 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

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 262821689 · Hirtle, Callaghan & Co., LLC PY 2022 · 401(k)

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · $36M · 98 · 85th

  • EIN $36M
  • RANK 98
  • PHOTO 85th
  • IND 401(k)
  • EOY near Hunter, Maclean, Exley & Dunn, P.C. 401(k) Profit Sharing Plan
  • 5500 ind #7021

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing PlanHirtle, Callaghan & Co. LLC …$36MHunter, Maclean, Exley & Dunn, P.C. 401(k) Profit Sharing PlanHunter, Maclean, Exley & Dun…$36MC & a Tool Engineering, Inc. 401(k) Salary Reduction Plan and TrustC & a Tool Engineering, Inc.…$36MCrounse Corporation 401(k) PlanCrounse Corporation 401(k) P…$36MJupiter I, L.L.C. 401(k) Plan$36M
End-of-year total assets ($M) among Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$36M
Net Income-$9M
Employer EIN262821689
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hirtle, Callaghan & Co., LLC)

Sponsor-wide plan assets over time

All Hirtle, Callaghan & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 47.60993229001725% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.3M $53.5M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 98 $36M
2023 1 98 $44M
2024 1 95 $54M

Nearby 401(k) Plans in Pennsylvania

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

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.036269098 · Participants: 98Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hunter, Maclean, Exley & Dunn, P.C. 401(k) Profit Sharing Plan in GA ($36M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan declined sharply - down 20.5% during 2022, from $46M to $36M. Reported net income was -$9M.
How have Hirtle, Callaghan & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hirtle, Callaghan & Co., LLC's sponsor-wide assets grew 47.6%, from $36M to $54M.
Where does Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hunter, Maclean, Exley & Dunn, P.C. 401(k) Profit Sharing Plan in GA ($36M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 262821689.

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.