ESOP · DOL Form 5500 · 2022

Callahan & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
56
Participants Small participant base
58th
Percentile by assets National rank
$125,771
Avg per participant Near avg balance/head
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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.

  • #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.

#12,028
in Professional & Technical Services (21,562 peers)
+2.1%
assets growth YoY

Callahan & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Callahan & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,043,175 Top 42% higher than 58% 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

Callahan & Associates, Inc. Employee Stock Ownership 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. Callahan & Associates, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521401942 · Callahan & Associates, Inc. PY 2022 · ESOP

Callahan & Associates, Inc. Employee Stock Ownership Plan · $7M · 56 · 58th

  • PCT $7M
  • PCT 56
  • PCT 58th
  • PCT ESOP
  • PCT near Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust
  • PCT ind #12028

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 What is an ESOP? → · Plans in District of Columbia →

Callahan & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and TrustHealth Dimensions Rehabilita…$7MCallahan & Associates, Inc. Employee Stock Ownership PlanCallahan & Associates, Inc. …$7MCleaves-Bessmer-Marietti, Inc. Employee Stock Ownership PlanCleaves-Bessmer-Marietti, In…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7MInfinite Campus, Inc. Employee Stock Ownership Plan and TrustInfinite Campus, Inc. Employ…$7M
End-of-year total assets ($M) among Callahan & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Callahan & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Callahan & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.42538343857706% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $7.04M $8.34M ▲ +18.5%
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 Scatter plot of 6 data points. -50005001000150020002500 -1000100200300400 Total assets ($M) Participants Callahan & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.043175 · Participants: 56Callahan & Associates, Inc. Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 376.411666 · Participants: 2029Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.838328 · Participants: 84Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 19.058275 · Participants: 53Hager Sharp, Inc. Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.362578 · Participants: 161Tech-Marine Business, Inc. Employee Stock Ownership PlanThe Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 6.525 · Participants: 123The Cool Hardware Company, Inc. Employee Stock Ownership Plan and Trust
Callahan & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Callahan & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Callahan & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Health Dimensions Rehabilitation, Inc. Employee Stock Ownership Plan and Trust in MN ($7M); by covered participants it is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 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).
Which ESOP plans cover a similar participant headcount to Callahan & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barker-Phillips-Jackson, Inc. Employee Stock Ownership Plan in MO (56 participants, $36M 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 521401942.

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.