401(k) · DOL Form 5500 · 2023

Callan LLC 401(k) Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
194
Participants Below avg headcount
95th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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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.

  • #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.

#19,487
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Callan LLC Retirement Savings Plan's outsized position by total assets

Callan LLC Retirement Savings Plan vs every filed plan by assets

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

$196,638,569 Top 5% higher than 95% 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

Callan LLC Retirement 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. Callan LLC Retirement Savings Plan sits mid-pack in the medium band (194 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942192581 · Callan LLC PY 2023 · 401(k)

Callan LLC Retirement Savings Plan · $197M · 194 · 95th

  • SCH $197M
  • EBSA 194
  • PART 95th
  • TYPE 401(k)
  • NET near Aclu Defined Contribution Plan
  • BOOK ind #19487

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 →

Callan LLC Retirement Savings Plan in the asset neighbourhood

Aclu Defined Contribution PlanAclu Defined Contribution Pl…$197MCallan LLC Retirement Savings PlanCallan LLC Retirement Saving…$197MEsse Health Profit Sharing PlanEsse Health Profit Sharing P…$197MMarinemax, Inc. 401(k) Profit Sharing PlanMarinemax, Inc. 401(k) Profi…$197MPartner Reinsurance Company of the U.S. 401(k) PlanPartner Reinsurance Company …$196M
End-of-year total assets ($M) among Callan LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$165M
Net Assets (End of Year)$197M
Net Income$32M
Employer EIN942192581
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callan LLC)

Sponsor-wide plan assets over time

All Callan LLC plans reported in each filing year

Latest sponsor-wide plan assets
$220M 33.458500851238654% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $165M $220M ▲ +33.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Callan LLC Retirement Savings Plan, Total assets ($B): 0.196638569 · Participants: 194Callan LLC Retirement Savings 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
Callan LLC Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Callan LLC Retirement Savings Plan side-by-side with 3 peers →

Callan LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aclu Defined Contribution Plan in NY ($197M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($197M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Callan LLC Retirement Savings Plan assets move in 2023? ▼
Callan LLC Retirement Savings Plan grew sharply - up 19.5% during 2023, from $165M to $197M. Reported net income was $32M.
How have Callan LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callan LLC's sponsor-wide assets grew 33.5%, from $165M to $220M.
Where does Callan LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Callan LLC Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Callan LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aclu Defined Contribution Plan in NY ($197M, 1,825 participants).
Which 401(k) plans cover a similar participant headcount to Callan LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 942192581.

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.