401(k) · DOL Form 5500 · 2023

Dan Callaghan Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
123
Participants Small participant base
44th
Percentile by assets National rank
$39,234
Avg per participant Low balance/head
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Official DOL plan name: Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Dan Callaghan Enterprises, Inc. · Florida · Retail Trade

$5M in assets, 123 participants

Dan Callaghan Enterprises, Inc.'s Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,570 in Retail Trade (8,414 peers)

Coverage in Florida

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust covers 123 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#4,570
in Retail Trade (8,414 peers)
+8.3%
assets growth YoY

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,825,764 44th percentile higher than 44% 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

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust 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. Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$780K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 125 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591795428 · Dan Callaghan Enterprises, Inc. PY 2023 · 401(k)

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 123 · 44th

  • RANK $5M
  • RANK 123
  • RANK 44th
  • RANK 401(k)
  • RANK near Americare, Inc. 401(k) Plan
  • RANK ind #4570

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 Retail Trade retirement plans → · Plans in Florida →

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and TrustDan Callaghan Enterprises, I…$5MAmericare, Inc. 401(k) Plan$5MLee & Melendrez Profit-Sharing Plan and TrustLee & Melendrez Profit-Shari…$5MImageone Industries, LLC 401(k) Profit Sharing Plan & TrustImageone Industries, LLC 401…$5MNagarro 401(k) Plan$5M
End-of-year total assets ($M) among Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$369K
Employer EIN591795428
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dan Callaghan Enterprises, Inc.)

Sponsor-wide plan assets over time

All Dan Callaghan Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.73516532784851% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.46M $5.47M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 123 $5M
2024 1 119 $5M

Nearby 401(k) Plans in Florida

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

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004825764 · Participants: 123Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Americare, Inc. 401(k) Plan in NY ($5M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023?
Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 8.3% during 2023, from $4M to $5M. Reported net income was $369K.
How have Dan Callaghan Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dan Callaghan Enterprises, Inc.'s sponsor-wide assets grew 22.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Americare, Inc. 401(k) Plan in NY ($5M, 3,100 participants).
Which 401(k) plans cover a similar participant headcount to Dan Callaghan Enterprises, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).