401(k) · DOL Form 5500 · 2024

Callero & Callero LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
24
Participants Small participant base
50th
Percentile by assets National rank
$310,897
Avg per participant High balance/head
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Official DOL plan name: Callero & Callero LLP 401(k) Profit Sharing Plan · Sponsored by Callero & Callero LLP · Illinois · Professional & Technical Services

$7M in assets, 24 participants

Callero & Callero LLP's Callero & Callero LLP 401(k) Profit Sharing Plan reported $7M in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,624 in Professional & Technical Services (20,173 peers)

2024 asset change

Callero & Callero LLP 401(k) Profit Sharing Plan grew sharply 22.2% in 2024 ($6M → $7M) for 24 participants.

#9,624
in Professional & Technical Services (20,173 peers)
+22.2%
assets growth YoY

Callero & Callero LLP 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Callero & Callero LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,461,529 Top 50% higher than 50% of 123,620 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 2024

Callero & Callero LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Callero & Callero LLP 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Callero & Callero LLP 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Callero & Callero LLP 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Callero & Callero LLP 401(k) Profit Sharing Plan reported participants rose from 20 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362518261 · Callero & Callero LLP PY 2024 · 401(k)

Callero & Callero LLP 401(k) Profit Sharing Plan · $7M · 24 · 50th

  • TYPE $7M
  • TYPE 24
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Terphane 401(k) Retirement Savings Plan
  • TYPE ind #9624

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Callero & Callero LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Callero & Callero LLP 401(k) Profit Sharing PlanCallero & Callero LLP 401(k)…$7MTerphane 401(k) Retirement Savings PlanTerphane 401(k) Retirement S…$7MClovernook Center for the Blind Retirement Savings PlanClovernook Center for the Bl…$7MYavapai Apache Nation Enterprise 401(k) Retirement PlanYavapai Apache Nation Enterp…$7MJumpstart for Young Children Inc Employees Savings TrustJumpstart for Young Children…$7M
End-of-year total assets ($M) among Callero & Callero LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Callero & Callero LLP years around the 2024 move

Sponsor-wide plan assets over time

All Callero & Callero LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 0.049737168600830356% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $7.47M $7.46M ▼ -0.1%
Year Plans Participants Total Assets
2022 1 25 $7M
2023 1 20 $6M
2024 1 24 $7M

2024 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN362518261
Plan Effective Date2004-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Callero & Callero LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Callero & Callero LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.007461529 · Participants: 24Callero & Callero LLP 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Callero & Callero LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Callero & Callero LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Callero & Callero LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Terphane 401(k) Retirement Savings Plan in NY ($7M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Callero & Callero LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Callero & Callero LLP 401(k) Profit Sharing Plan grew sharply - up 22.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Callero & Callero LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callero & Callero LLP's sponsor-wide assets declined 0.0%, from $7M to $7M.
Which 401(k) plans are similar in size to Callero & Callero LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terphane 401(k) Retirement Savings Plan in NY ($7M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Callero & Callero LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362518261.

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.