401(k) · DOL Form 5500 · 2023

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
37
Participants Small participant base
64th
Percentile by assets National rank
$351,184
Avg per participant High balance/head
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Official DOL plan name: Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan · Sponsored by Callahan, Thompson, Sherman & Caudill, LLP · California · Professional & Technical Services

$13M in assets, 37 participants

Callahan, Thompson, Sherman & Caudill, LLP's Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan reported $13M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,887 in Professional & Technical Services (20,321 peers)

2023 asset change

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan grew sharply 17.2% in 2023 ($11M → $13M) for 37 participants.

#12,887
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs every filed plan by assets

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

$12,993,800 Top 36% higher than 64% 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

Callahan, Thompson, Sherman & Caudill, LLP 401(k) 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. Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 270465422 · Callahan, Thompson, Sherman & Caudill, LLP PY 2023 · 401(k)

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan · $13M · 37 · 64th

  • BOOK $13M
  • BOOK 37
  • BOOK 64th
  • BOOK 401(k)
  • BOOK near Fdh Infrastructure Services, LLC 401(k) Plan
  • BOOK ind #12887

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 Professional & Technical Services retirement plans → · Plans in California →

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan in the asset neighbourhood

B. K. Miller Co., Inc. 401(k) PlanB. K. Miller Co., Inc. 401(k…$13MBoulder Valley Gastroenterology, Inc. Profit Sharing PlanBoulder Valley Gastroenterol…$13MCallahan, Thompson, Sherman & Caudill, LLP 401(k) PlanCallahan, Thompson, Sherman …$13MFdh Infrastructure Services, LLC 401(k) PlanFdh Infrastructure Services,…$13MThe Center for Bone and Joint Disease, P.a. Profit Sharing PlanThe Center for Bone and Join…$13M
End-of-year total assets ($M) among Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Callahan, Thompson, Sherman & Caudill, LLP years around the 2023 move

Sponsor-wide plan assets over time

All Callahan, Thompson, Sherman & Caudill, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 6.48875617602241% vs 2023
2024 filing year
$12.5M$13M$13.5M$14M 20232024 $13M $13.8M ▲ +6.5%
Year Plans Participants Total Assets
2023 1 37 $13M
2024 1 41 $14M

2023 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN270465422
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan, Total assets ($B): 0.0129938 · Participants: 37Callahan, Thompson, Sherman & Caudill, LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan side-by-side with 3 peers →

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fdh Infrastructure Services, LLC 401(k) Plan in NC ($13M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

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 Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan assets move in 2023? ▼
Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan grew sharply - up 17.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Callahan, Thompson, Sherman & Caudill, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Callahan, Thompson, Sherman & Caudill, LLP's sponsor-wide assets grew 6.5%, from $13M to $14M.
Which 401(k) plans are similar in size to Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fdh Infrastructure Services, LLC 401(k) Plan in NC ($13M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $16M 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 270465422.

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.