401(k) · DOL Form 5500 · 2023
Calfee Halter & Griswold, LLP 401(k) Plan
Data updated 2026-08-11
- $191M
- Total assets
- 218
- Participants
- 95th
- Percentile by assets
- $875,129
- Avg per participant
Official DOL plan name: Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · Sponsored by Calfee Halter & Griswold, LLP · Ohio · Professional & Technical Services
$191M in assets, 218 participants
Calfee Halter & Griswold, LLP's Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported $191M in total assets and 218 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)
- #19,456 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan covers 218 participants in Ohio, about 29% of the average Ohio filer (state average ~765 per filing). Assets: $191M.
- $191M
- total plan assets (2023 EOY)
- 218
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $875,129
- avg assets per participant
Where Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan sits by total assets
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$190,778,101 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported net income rose from -$31M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported participants fell from 242 in the plan year 2022 filing to 218 in the plan year 2023 filing.
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan end-of-year assets rose from $182M in the plan year 2022 filing to $191M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reports 218 participants - about 29% of that state average ($191M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $8M |
| Employer EIN | 340732302 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calfee Halter & Griswold, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $182M |
| 2023 | 1 | 218 | $191M |
| 2024 | 1 | 215 | $209M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan by total assets, not by location.
- Piedmont Airlines Inc. Employee Savings Plan (MD) $191M · 14,678
- Wayne J. Griffin Electric, Inc. Retirement Savings Plan (MA) $191M · 1,355
- Bayview Asset Management LLC 401(k) Plan (FL) $191M · 1,426
- Tax-Favored Savings Program (NE) $191M · 1,142
Frequently Asked Questions
How did Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan assets move in 2023? ▼
How have Calfee Halter & Griswold, LLP plan assets changed over time? ▼
Where does Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan? ▼
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Filing takeaways
Ways to act on Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's numbers.
- By total assets, Calfee, Halter & Griswold LLP Profit Sharing Trust and 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 Ohio. Compare plans
- Calfee Halter & Griswold, LLP's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans