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
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
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.
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
Florida filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $369K |
| Employer EIN | 591795428 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING 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
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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).
- Americare, Inc. 401(k) Plan (NY) $5M · 3,100
- Lee & Melendrez Profit-Sharing Plan and Trust (NV) $5M · 17
- Imageone Industries, LLC 401(k) Profit Sharing Plan & Trust (PA) $5M · 178
- Nagarro 401(k) Plan (CA) $5M · 580
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Sunchase Salary Savings Plan (NC) 123 · 0 off
- Integral Group 401(k) Plan (CA) 123 · 0 off
- The Jane Pauley Community Health (IN) 123 · 0 off
- Ellicott Dredge Group Plan (WI) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.