401(k) · DOL Form 5500 · 2023

Callaway Security Banks, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
61st
Percentile by assets National rank
$95,706
Avg per participant Below avg balance/head
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Official DOL plan name: Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan · Sponsored by Callaway Security Banks, Inc. · Missouri · Finance & Insurance

$11M in assets, 119 participants

Callaway Security Banks, Inc.'s Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan reported $11M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,090 in Finance & Insurance (8,869 peers)

Coverage in Missouri

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan covers 119 participants in Missouri, about 16% of the average Missouri filer (state average ~737 per filing). Assets: $11M.

#4,090
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan vs every filed plan by assets

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

$11,389,033 Top 39% higher than 61% 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

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership 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. Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan reported participants fell from 131 in the plan year 2022 filing to 119 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431214879 · Callaway Security Banks, Inc. PY 2023 · 401(k)

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan · $11M · 119 · 61st

  • EIN $11M
  • RANK 119
  • PHOTO 61st
  • IND 401(k)
  • EOY near University of Hawaii Federal Credit Union 401(k) Plan and Trust
  • 5500 ind #4090

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 Finance & Insurance retirement plans → · Plans in Missouri →

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan in the asset neighbourhood

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanCallaway Security Banks, Inc…$11MUniversity of Hawaii Federal Credit Union 401(k) Plan and TrustUniversity of Hawaii Federal…$11MVillage Square 401(k) Plan$11MHealthfirst Bluegrass Inc 401(k) Profit Sharing Plan & TrustHealthfirst Bluegrass Inc 40…$11MBill Burko Rv Retirement Plan$11M
End-of-year total assets ($M) among Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN431214879
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callaway Security Banks, Inc.)

Sponsor-wide plan assets over time

All Callaway Security Banks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 23.136356808954623% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.81M $12.1M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 131 $10M
2023 1 119 $11M
2024 1 113 $12M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.011389033 · Participants: 119Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan side-by-side with 3 peers →

Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is University of Hawaii Federal Credit Union 401(k) Plan and Trust in HI ($11M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan assets move in 2023? ▼
Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan grew sharply - up 16.1% during 2023, from $10M to $11M. Reported net income was $2M.
How have Callaway Security Banks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callaway Security Banks, Inc.'s sponsor-wide assets grew 23.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is University of Hawaii Federal Credit Union 401(k) Plan and Trust in HI ($11M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Callaway Security Banks, Inc. 401(k) and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 431214879.

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.