Profit Sharing · DOL Form 5500 · 2023

The Callan Company Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
40th
Percentile by assets National rank
$140,043
Avg per participant Near avg balance/head
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Official DOL plan name: The Callan Company Inc Profit Sharing Plan · Sponsored by The Callan Company Inc · California · Professional & Technical Services

$4M in assets, 28 participants

The Callan Company Inc's The Callan Company Inc Profit Sharing Plan reported $4M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,566 in Professional & Technical Services (20,321 peers)

The Callan Company Inc multi-year trail

The Callan Company Inc's plans moved +25.5% in assets from 2022 to 2024; this filing shows The Callan Company Inc Profit Sharing Plan at $4M / 28 participants.

#7,566
in Professional & Technical Services (20,321 peers)
+14.3%
assets growth YoY

The Callan Company Inc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Callan Company Inc Profit Sharing Plan vs every filed plan by assets

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

$3,921,190 40th percentile higher than 40% 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

The Callan Company Inc 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. The Callan Company Inc Profit Sharing Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Callan Company Inc Profit Sharing Plan reported net income rose from -$359K in the plan year 2022 filing to $490K in the plan year 2023 filing.
  • The Callan Company Inc Profit Sharing Plan reported participants rose from 24 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • The Callan Company Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954426297 · The Callan Company Inc PY 2023 · Profit Sharing

The Callan Company Inc Profit Sharing Plan · $4M · 28 · 40th

  • PCT $4M
  • EIN 28
  • RANK 40th
  • PHOTO Profit Sharing
  • IND near Randall S. Honda, D.D.S. Inc. Profit Sharing Plan
  • EOY ind #7566

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 →

The Callan Company Inc Profit Sharing Plan in the asset neighbourhood

The Callan Company Inc Profit Sharing PlanThe Callan Company Inc Profi…$4MRandall S. Honda, D.D.S. Inc. Profit Sharing PlanRandall S. Honda, D.D.S. Inc…$4MFamily Dentistry, G Direnzo Dmd, P/S PlanFamily Dentistry, G Direnzo …$4MQuest Medical Inc. Retirement PlanQuest Medical Inc. Retiremen…$4MIngersoll and Bloch Chartered Employees PspIngersoll and Bloch Chartere…$4M
End-of-year total assets ($M) among The Callan Company Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Callan Company Inc multi-year asset trail

Sponsor-wide plan assets over time

All The Callan Company Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.462697619096208% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.43M $4.3M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 28 $4M
2024 1 27 $4M

The Callan Company Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$490K
Employer EIN954426297
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Callan Company Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Callan Company Inc Profit Sharing Plan, Total assets ($B): 0.00392119 · Participants: 28The Callan Company Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
The Callan Company Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Callan Company Inc Profit Sharing Plan side-by-side with 3 peers →

The Callan Company Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Randall S. Honda, D.D.S. Inc. Profit Sharing Plan in HI ($4M); by covered participants it is A.G. Mauro Company of Florida Profit Sharing Plan in FL (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 The Callan Company Inc Profit Sharing Plan assets move in 2023? ▼
The Callan Company Inc Profit Sharing Plan grew at a solid clip - up 14.3% during 2023, from $3M to $4M. Reported net income was $490K.
How have The Callan Company Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Callan Company Inc's sponsor-wide assets grew 25.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to The Callan Company Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Randall S. Honda, D.D.S. Inc. Profit Sharing Plan in HI ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Callan Company Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A.G. Mauro Company of Florida Profit Sharing Plan in FL (28 participants, $2M 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 954426297.

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.