401(k) · DOL Form 5500 · 2023

F.M. Callahan & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
34th
Percentile by assets National rank
$37,916
Avg per participant Low balance/head
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Official DOL plan name: F.M. Callahan & Son, 401(k) Profit Sharing Plan · Sponsored by F.M. Callahan & Son, Inc. · Massachusetts · Manufacturing

$3M in assets, 70 participants

F.M. Callahan & Son, Inc.'s F.M. Callahan & Son, 401(k) Profit Sharing Plan reported $3M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,323 in Manufacturing (18,722 peers)

F.M. Callahan & Son, Inc. multi-year trail

F.M. Callahan & Son, Inc.'s plans moved +39.2% in assets from 2022 to 2024; this filing shows F.M. Callahan & Son, 401(k) Profit Sharing Plan at $3M / 70 participants.

#3,323
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY

F.M. Callahan & Son, 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

F.M. Callahan & Son, 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,654,096 34th percentile higher than 34% of 127,068 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 2023

F.M. Callahan & Son, 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F.M. Callahan & Son, 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F.M. Callahan & Son, 401(k) Profit Sharing Plan reported net income rose from -$324K in the plan year 2022 filing to $421K in the plan year 2023 filing.
  • F.M. Callahan & Son, 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • F.M. Callahan & Son, 401(k) Profit Sharing Plan reported participants rose from 67 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042139029 · F.M. Callahan & Son, Inc. PY 2023 · 401(k)

F.M. Callahan & Son, 401(k) Profit Sharing Plan · $3M · 70 · 34th

  • IND $3M
  • IND 70
  • IND 34th
  • IND 401(k)
  • IND near One Home Health 401(k) Plan
  • IND ind #3323

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 Manufacturing retirement plans → · Plans in Massachusetts →

F.M. Callahan & Son, 401(k) Profit Sharing Plan in the asset neighbourhood

F.M. Callahan & Son, 401(k) Profit Sharing PlanF.M. Callahan & Son, 401(k) …$3MOne Home Health 401(k) Plan$3MBrunel Corporation 401(k) Profit Sharing PlanBrunel Corporation 401(k) Pr…$3MTabletops Unlimited, Inc. 401(k) Profit Sharing PlanTabletops Unlimited, Inc. 40…$3MTaktl, LLC 401(k) Plan$3M
End-of-year total assets ($M) among F.M. Callahan & Son, 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

F.M. Callahan & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All F.M. Callahan & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 39.17651827483579% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.23M $3.11M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 67 $2M
2023 1 70 $3M
2024 1 70 $3M

F.M. Callahan & Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$421K
Employer EIN042139029
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

F.M. Callahan & Son, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants F.M. Callahan & Son, 401(k) Profit Sharing Plan, Total assets ($B): 0.002654096 · Participants: 70F.M. Callahan & Son, 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
F.M. Callahan & Son, 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare F.M. Callahan & Son, 401(k) Profit Sharing Plan side-by-side with 3 peers →

F.M. Callahan & Son, 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is One Home Health 401(k) Plan in IL ($3M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did F.M. Callahan & Son, 401(k) Profit Sharing Plan assets move in 2023? ▼
F.M. Callahan & Son, 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2023, from $2M to $3M. Reported net income was $421K.
How have F.M. Callahan & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F.M. Callahan & Son, Inc.'s sponsor-wide assets grew 39.2%, from $2M to $3M.
Which 401(k) plans are similar in size to F.M. Callahan & Son, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is One Home Health 401(k) Plan in IL ($3M, 173 participants).
Which 401(k) plans cover a similar participant headcount to F.M. Callahan & Son, 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042139029.

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.