ESOP · DOL Form 5500 · 2022

Callahan & Associates, Inc. ESOP

Data updated 2026-08-11

$7M
Total assets
56
Participants
58th
Percentile by assets
$125,771
Avg per participant
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Official DOL plan name: Callahan & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Callahan & Associates, Inc. · District of Columbia · Professional & Technical Services

$7M in assets, 56 participants

Callahan & Associates, Inc.'s Callahan & Associates, Inc. Employee Stock Ownership Plan reported $7M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 139,126 plans)
  • #12,028 in Professional & Technical Services (21,562 peers)

Callahan & Associates, Inc. multi-year trail

Callahan & Associates, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Callahan & Associates, Inc. Employee Stock Ownership Plan at $7M / 56 participants.

$7M
total plan assets (2022 EOY)
56
covered participants
58th
percentile by assets (of 139,126 plans)
$125,771
avg assets per participant

Callahan & Associates, Inc. across 3 plan years on file

Across the 3 plan years Callahan & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 18.4%, while reported participants moved from 56 to 95 (+69.6%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).

Callahan & Associates, Inc. multi-year asset trail

$6M$7M$8M$9M 202220232024 $7.04M $8.34M ▲ +18.5%
Total plan assets by year, all Callahan & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 1 56 $7M
2023 1 90 $9M
2024 1 95 $8M

Callahan & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income$318K
Employer EIN521401942
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in District of Columbia

Peer ESOP plans, same state, same plan type, ranked by total assets.

Callahan & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants

Callahan & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Callahan & Associate…Chemonics Internatio…Cornerstone Governme…Hager Sharp, Inc. Em…Tech-Marine Business…The Cool Hardware Co…
Callahan & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Callahan & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Callahan & Associates, Inc. Employee Stock Ownership Plan assets move in 2022?
Callahan & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 2.1% during 2022, from $7M to $7M. Reported net income was $318K.
How have Callahan & Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Callahan & Associates, Inc.'s sponsor-wide assets grew 18.4%, from $7M to $8M.
Which ESOP plans are similar in size to Callahan & Associates, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in MN ($7M, 51 participants).

Next read for Callahan & Associates, Inc. Employee Sto…

Multi-year trail

Ways to act on Callahan & Associates, Inc. Employee Stock Ownership Plan's numbers.