401(k) · DOL Form 5500 · 2023

Hirtle, Callaghan & Co., LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
98
Participants Small participant base
84th
Percentile by assets National rank
$446,340
Avg per participant High balance/head
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Official DOL plan name: Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · Sponsored by Hirtle, Callaghan & Co., LLC · Pennsylvania · Finance & Insurance

$44M in assets, 98 participants

Hirtle, Callaghan & Co., LLC's Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported $44M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,706 in Finance & Insurance (8,869 peers)

Where Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits by assets

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 98 participants (~$446,340/participant), up 20.6% in 2023.

#6,706
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's outsized position by total assets

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,741,328 Top 16% higher than 84% 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

Hirtle, Callaghan & Co. LLC 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. Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262821689 · Hirtle, Callaghan & Co., LLC PY 2023 · 401(k)

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · $44M · 98 · 84th

  • RANK $44M
  • RANK 98
  • RANK 84th
  • RANK 401(k)
  • RANK near R Torre & Company Employee 401(k) and Profit Sharing Plan
  • RANK ind #6706

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Edison Welding Institute, Inc. Salary Savings PlanEdison Welding Institute, In…$44MHirtle, Callaghan & Co. LLC 401(k) Profit Sharing PlanHirtle, Callaghan & Co. LLC …$44MR Torre & Company Employee 401(k) and Profit Sharing PlanR Torre & Company Employee 4…$44MHydro, Inc. 401(k) Salary Reduction Plan and TrustHydro, Inc. 401(k) Salary Re…$44MEecu 401(k) Plan$44M
End-of-year total assets ($M) among Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$7M
Employer EIN262821689
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hirtle, Callaghan & Co., LLC)

Sponsor-wide plan assets over time

All Hirtle, Callaghan & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 47.60993229001725% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $36.3M $53.5M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 98 $36M
2023 1 98 $44M
2024 1 95 $54M

Nearby 401(k) Plans in Pennsylvania

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

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.043741328 · Participants: 98Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is R Torre & Company Employee 401(k) and Profit Sharing Plan in CA ($44M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan grew sharply - up 20.6% during 2023, from $36M to $44M. Reported net income was $7M.
How have Hirtle, Callaghan & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hirtle, Callaghan & Co., LLC's sponsor-wide assets grew 47.6%, from $36M to $54M.
Where does Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan ranks in the 84th 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 Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is R Torre & Company Employee 401(k) and Profit Sharing Plan in CA ($44M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 262821689.

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.