401(k) · DOL Form 5500 · 2023

Calfee Halter & Griswold, LLP 401(k) Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
218
Participants Below avg headcount
95th
Percentile by assets National rank
$875,129
Avg per participant High balance/head
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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.

  • #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.

#19,456
in Professional & Technical Services (20,321 peers)
+4.6%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's outsized position 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

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

Calfee, Halter & Griswold LLP Profit Sharing Trust and 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. Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan sits mid-pack in the medium band (218 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340732302 · Calfee Halter & Griswold, LLP PY 2023 · 401(k)

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · $191M · 218 · 95th

  • BOY $191M
  • BOY 218
  • BOY 95th
  • BOY 401(k)
  • BOY near Piedmont Airlines Inc. Employee Savings Plan
  • BOY ind #19456

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 Ohio →

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan in the asset neighbourhood

Wayne J. Griffin Electric, Inc. Retirement Savings PlanWayne J. Griffin Electric, I…$191MPiedmont Airlines Inc. Employee Savings PlanPiedmont Airlines Inc. Emplo…$191MCalfee, Halter & Griswold LLP Profit Sharing Trust and PlanCalfee, Halter & Griswold LL…$191MBayview Asset Management LLC 401(k) PlanBayview Asset Management LLC…$191MTax-Favored Savings Program$191M
End-of-year total assets ($M) among Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$191M
Net Income$8M
Employer EIN340732302
Plan Effective Date1968-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calfee Halter & Griswold, LLP)

Sponsor-wide plan assets over time

All Calfee Halter & Griswold, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$209M 14.630095003410581% vs 2022
2024 filing year
$170M$180M$190M$200M$210M$220M 202220232024 $182M $209M ▲ +14.6%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan, Total assets ($B): 0.190778101 · Participants: 218Calfee, Halter & Griswold LLP Profit Sharing Trust and PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan side-by-side with 3 peers →

Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Piedmont Airlines Inc. Employee Savings Plan in MD ($191M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan assets move in 2023? ▼
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan edged up modestly - up 4.6% during 2023, from $182M to $191M. Reported net income was $8M.
How have Calfee Halter & Griswold, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calfee Halter & Griswold, LLP's sponsor-wide assets grew 14.6%, from $182M to $209M.
Where does Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan rank by assets among Form 5500 filers? ▼
Calfee, Halter & Griswold LLP Profit Sharing Trust and 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 Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piedmont Airlines Inc. Employee Savings Plan in MD ($191M, 14,678 participants).
Which 401(k) plans cover a similar participant headcount to Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 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 340732302.

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.