401(k) · DOL Form 5500 · 2023

Garratt-Callahan Company 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
393
Participants Below avg headcount
88th
Percentile by assets National rank
$173,631
Avg per participant Above avg balance/head
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Official DOL plan name: Garratt-Callahan Company Employees' Profit Sharing Plan · Sponsored by Garratt-Callahan Company · California · Manufacturing

$68M in assets, 393 participants

Garratt-Callahan Company's Garratt-Callahan Company Employees' Profit Sharing Plan reported $68M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,518 in Manufacturing (18,722 peers)

Where Garratt-Callahan Company Employees' Profit Sharing Plan sits by assets

Garratt-Callahan Company Employees' Profit Sharing Plan sits in the top quartile of all filed plans by assets, $68M for 393 participants (~$173,631/participant), up 14.2% in 2023.

#15,518
in Manufacturing (18,722 peers)
+14.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Garratt-Callahan Company Employees' Profit Sharing Plan's outsized position by total assets

Garratt-Callahan Company Employees' Profit Sharing Plan vs every filed plan by assets

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

$68,236,813 Top 12% higher than 88% 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

Garratt-Callahan Company Employees' Profit Sharing 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. Garratt-Callahan Company Employees' Profit Sharing Plan sits mid-pack in the medium band (393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Garratt-Callahan Company Employees' Profit Sharing Plan reported net income rose from -$30M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Garratt-Callahan Company Employees' Profit Sharing Plan end-of-year assets rose from $60M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Garratt-Callahan Company Employees' Profit Sharing Plan reported participants rose from 367 in the plan year 2022 filing to 393 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 940497430 · Garratt-Callahan Company PY 2023 · 401(k)

Garratt-Callahan Company Employees' Profit Sharing Plan · $68M · 393 · 88th

  • SCH $68M
  • SCH 393
  • SCH 88th
  • SCH 401(k)
  • SCH near World Travel Holdings, Inc. 401(k) Savings Plan
  • SCH ind #15518

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 Manufacturing retirement plans → · Plans in California →

Garratt-Callahan Company Employees' Profit Sharing Plan in the asset neighbourhood

Belimo Americas Savings Plan$68MFullbloom Retirement Savings PlanFullbloom Retirement Savings…$68MGarratt-Callahan Company Employees' Profit Sharing PlanGarratt-Callahan Company Emp…$68MWorld Travel Holdings, Inc. 401(k) Savings PlanWorld Travel Holdings, Inc. …$68MAmerican Securities LLC 401(k) Savings PlanAmerican Securities LLC 401(…$68M
End-of-year total assets ($M) among Garratt-Callahan Company Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$68M
Net Income$9M
Employer EIN940497430
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garratt-Callahan Company)

Sponsor-wide plan assets over time

All Garratt-Callahan Company plans reported in each filing year

Latest sponsor-wide plan assets
$76M 28.041122544084512% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.7M $76.5M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 367 $60M
2023 1 393 $68M
2024 1 400 $76M

Nearby 401(k) Plans in California

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

Garratt-Callahan Company Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Garratt-Callahan Company Employees' Profit Sharing Plan, Total assets ($B): 0.068236813 · Participants: 393Garratt-Callahan Company Employees' Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Garratt-Callahan Company Employees' Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Garratt-Callahan Company Employees' Profit Sharing Plan side-by-side with 3 peers →

Garratt-Callahan Company Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is World Travel Holdings, Inc. 401(k) Savings Plan in MA ($68M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Garratt-Callahan Company Employees' Profit Sharing Plan assets move in 2023? ▼
Garratt-Callahan Company Employees' Profit Sharing Plan grew at a solid clip - up 14.2% during 2023, from $60M to $68M. Reported net income was $9M.
How have Garratt-Callahan Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garratt-Callahan Company's sponsor-wide assets grew 28.0%, from $60M to $76M.
Where does Garratt-Callahan Company Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Garratt-Callahan Company Employees' Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Garratt-Callahan Company Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Travel Holdings, Inc. 401(k) Savings Plan in MA ($68M, 915 participants).
Which 401(k) plans cover a similar participant headcount to Garratt-Callahan Company Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (393 participants, $18M 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 940497430.

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.