401(k) · DOL Form 5500 · 2023
Callan LLC 401(k) Plan
Data updated 2026-08-11
- $197M
- Total assets
- 194
- Participants
- 95th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Callan LLC Retirement Savings Plan · Sponsored by Callan LLC · California · Professional & Technical Services
$197M in assets, 194 participants
Callan LLC's Callan LLC Retirement Savings Plan reported $197M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #19,487 in Professional & Technical Services (20,321 peers)
Coverage in California
Callan LLC Retirement Savings Plan covers 194 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $197M.
- $197M
- total plan assets (2023 EOY)
- 194
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $1.0M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Callan LLC Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Callan LLC Retirement Savings Plan end-of-year assets rose from $165M in the plan year 2022 filing to $197M in the plan year 2023 filing.
- Callan LLC Retirement Savings Plan reported participants rose from 188 in the plan year 2022 filing to 194 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Callan LLC Retirement Savings Plan reports 194 participants - about 31% of that state average ($197M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $197M |
| Net Income | $32M |
| Employer EIN | 942192581 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Callan LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $165M |
| 2023 | 1 | 194 | $197M |
| 2024 | 1 | 204 | $220M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Callan LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Callan LLC Retirement Savings Plan by total assets, not by location.
- Aclu Defined Contribution Plan (NY) $197M · 1,825
- Esse Health Profit Sharing Plan (MO) $197M · 887
- Marinemax, Inc. 401(k) Profit Sharing Plan (FL) $197M · 2,506
- Partner Reinsurance Company of the U.S. 401(k) Plan (CT) $196M · 274
Frequently Asked Questions
How did Callan LLC Retirement Savings Plan assets move in 2023? ▼
How have Callan LLC plan assets changed over time? ▼
Where does Callan LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Callan LLC Retirement Savings Plan? ▼
Next read for Callan LLC Retirement Savings Plan
Filing takeaways
Ways to act on Callan LLC Retirement Savings Plan's numbers.
- By total assets, Callan LLC Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Callan LLC's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans