401(k) · DOL Form 5500 · 2023

Callisons, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
109
Participants Small participant base
78th
Percentile by assets National rank
$249,760
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Callisons, Inc. Employee Incentive Savings Plan · Sponsored by Callisons, Inc. · Washington · Agriculture, Forestry & Fishing

$27M in assets, 109 participants

Callisons, Inc.'s Callisons, Inc. Employee Incentive Savings Plan reported $27M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,093 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Washington

Callisons, Inc. Employee Incentive Savings Plan covers 109 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $27M.

#1,093
in Agriculture, Forestry & Fishing (1,288 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Callisons, Inc. Employee Incentive Savings Plan's outsized position by total assets

Callisons, Inc. Employee Incentive Savings Plan vs every filed plan by assets

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

$27,223,826 Top 22% higher than 78% 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

Callisons, Inc. Employee Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Callisons, Inc. Employee Incentive Savings Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Callisons, Inc. Employee Incentive Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Callisons, Inc. Employee Incentive Savings Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 910625044 · Callisons, Inc. PY 2023 · 401(k)

Callisons, Inc. Employee Incentive Savings Plan · $27M · 109 · 78th

  • PCT $27M
  • EIN 109
  • RANK 78th
  • PHOTO 401(k)
  • IND near Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #1093

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Callisons, Inc. Employee Incentive Savings Plan in the asset neighbourhood

Rlj Lodging Trust, L.P. 401(k) PlanRlj Lodging Trust, L.P. 401(…$27MCatholic Financial Life 401(k) PlanCatholic Financial Life 401(…$27MElectric Motor & Contracting Co., Inc. 401(k) Profit Sharing PlanElectric Motor & Contracting…$27MCallisons, Inc. Employee Incentive Savings PlanCallisons, Inc. Employee Inc…$27MThomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and TrustThomas, Dean & Hoskins, Inc.…$27M
End-of-year total assets ($M) among Callisons, Inc. Employee Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN910625044
Plan Effective Date1975-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callisons, Inc.)

Sponsor-wide plan assets over time

All Callisons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.135195625704256% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $31.2M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 110 $23M
2023 1 109 $27M
2024 1 109 $31M

Nearby 401(k) Plans in Washington

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

Callisons, Inc. Employee Incentive Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Callisons, Inc. Employee Incentive Savings Plan, Total assets ($B): 0.027223826 · Participants: 109Callisons, Inc. Employee Incentive Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Callisons, Inc. Employee Incentive Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Callisons, Inc. Employee Incentive Savings Plan side-by-side with 3 peers →

Callisons, Inc. Employee Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust in MT ($27M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Callisons, Inc. Employee Incentive Savings Plan assets move in 2023? ▼
Callisons, Inc. Employee Incentive Savings Plan grew sharply - up 19.5% during 2023, from $23M to $27M. Reported net income was $4M.
How have Callisons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callisons, Inc.'s sponsor-wide assets grew 37.1%, from $23M to $31M.
Where does Callisons, Inc. Employee Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Callisons, Inc. Employee Incentive Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Callisons, Inc. Employee Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thomas, Dean & Hoskins, Inc. Employee Stock Ownership Plan and Trust in MT ($27M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Callisons, Inc. Employee Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 910625044.

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.