401(k) · DOL Form 5500 · 2022
Callan LLC 401(k) Plan
Data updated 2026-08-11
- $165M
- Total assets
- 188
- Participants
- 95th
- Percentile by assets
- $875,020
- Avg per participant
Official DOL plan name: Callan LLC Retirement Savings Plan · Sponsored by Callan LLC · California · Professional & Technical Services
$165M in assets, 188 participants
Callan LLC's Callan LLC Retirement Savings Plan reported $165M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #20,717 in Professional & Technical Services (21,562 peers)
Coverage in California
Callan LLC Retirement Savings Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $165M.
- $165M
- total plan assets (2022 EOY)
- 188
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $875,020
- avg assets per participant
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Callan LLC Retirement Savings Plan reports 188 participants - about 30% of that state average ($165M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | -$24M |
| Employer EIN | 942192581 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Callan LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $165M |
| 2023 | 1 | 194 | $197M |
| 2024 | 1 | 204 | $220M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Callan LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Callan LLC Retirement Savings Plan by total assets, not by location.
- Zenimax 401(k) Savings Plan (MD) $165M · 1,864
- Stride, Inc. 401(k) Plan (VA) $165M · 7,160
- Border States Electric Supply 401(k) Plan (ND) $165M · 2,394
- Kasowitz Benson Torres LLP Employee 401(k) Savings Plan a (NY) $164M · 320
Frequently Asked Questions
How did Callan LLC Retirement Savings Plan assets move in 2022? ▼
How have Callan LLC plan assets changed over time? ▼
Where does Callan LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Callan LLC Retirement Savings Plan
Filing takeaways
Ways to act on Callan LLC Retirement Savings Plan's numbers.
- By total assets, Callan LLC Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Callan LLC's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans