401(k) · DOL Form 5500 · 2023

Callahan, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
242
Participants Below avg headcount
74th
Percentile by assets National rank
$88,318
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Callahan Companies 401(k) Savings Plan · Sponsored by Callahan, Inc. · Massachusetts · Construction

$21M in assets, 242 participants

Callahan, Inc.'s The Callahan Companies 401(k) Savings Plan reported $21M in total assets and 242 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,534 in Construction (9,030 peers)

Coverage in Massachusetts

The Callahan Companies 401(k) Savings Plan covers 242 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#6,534
in Construction (9,030 peers)
+28.3%
assets growth YoY

The Callahan Companies 401(k) Savings Plan's outsized position by total assets

The Callahan Companies 401(k) Savings Plan vs every filed plan by assets

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

$21,372,850 Top 26% higher than 74% 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 Callahan Companies 401(k) 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. The Callahan Companies 401(k) Savings Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Callahan Companies 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Callahan Companies 401(k) Savings Plan reported participants rose from 181 in the plan year 2022 filing to 242 in the plan year 2023 filing.
  • The Callahan Companies 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043071634 · Callahan, Inc. PY 2023 · 401(k)

The Callahan Companies 401(k) Savings Plan · $21M · 242 · 74th

  • RANK $21M
  • PHOTO 242
  • IND 74th
  • EOY 401(k)
  • 5500 near Ace Mart Restaurant Supply Co 401(k) Plan
  • ASSETS ind #6534

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 Construction retirement plans → · Plans in Massachusetts →

The Callahan Companies 401(k) Savings Plan in the asset neighbourhood

The Callahan Companies 401(k) Savings PlanThe Callahan Companies 401(k…$21MAce Mart Restaurant Supply Co 401(k) PlanAce Mart Restaurant Supply C…$21MMelville Management Corporation Retirement PlanMelville Management Corporat…$21M401(k) Profit-Sharing Plan for Employees of Ingersoll Machine Tools, Inc.401(k) Profit-Sharing Plan f…$21MCenter for Digestive Health & Nutrition, P.C. Profit Sharing/401(k) PlanCenter for Digestive Health …$21M
End-of-year total assets ($M) among The Callahan Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN043071634
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callahan, Inc.)

Sponsor-wide plan assets over time

All Callahan, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 51.28603952340253% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $25.2M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 181 $17M
2023 1 242 $21M
2024 1 188 $25M

Nearby 401(k) Plans in Massachusetts

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

The Callahan Companies 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Callahan Companies 401(k) Savings Plan, Total assets ($B): 0.02137285 · Participants: 242The Callahan Companies 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Callahan Companies 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Callahan Companies 401(k) Savings Plan side-by-side with 3 peers →

The Callahan Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ace Mart Restaurant Supply Co 401(k) Plan in TX ($21M); by covered participants it is Activehours 401(k) Plan in CA (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Callahan Companies 401(k) Savings Plan assets move in 2023? ▼
The Callahan Companies 401(k) Savings Plan grew sharply - up 28.3% during 2023, from $17M to $21M. Reported net income was $5M.
How have Callahan, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callahan, Inc.'s sponsor-wide assets grew 51.3%, from $17M to $25M.
Which 401(k) plans are similar in size to The Callahan Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ace Mart Restaurant Supply Co 401(k) Plan in TX ($21M, 242 participants).
Which 401(k) plans cover a similar participant headcount to The Callahan Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Activehours 401(k) Plan in CA (242 participants, $17M 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 043071634.

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.