401(k) · DOL Form 5500 · 2024

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
41
Participants Small participant base
63rd
Percentile by assets National rank
$337,486
Avg per participant High balance/head
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Official DOL plan name: Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan · Sponsored by Callahan, Thompson, Sherman & Caudill, LLP · California · Professional & Technical Services

$14M in assets, 41 participants

Callahan, Thompson, Sherman & Caudill, LLP's Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan reported $14M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,454 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan holds $14M for 41 participants - about $337,486 per participant, above the median plan by assets.

#12,454
in Professional & Technical Services (20,173 peers)
+6.5%
assets growth YoY

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs every filed plan by assets

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

$13,836,936 Top 37% higher than 63% 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

Callahan, Thompson, Sherman & Caudill, LLP 401(k) 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. Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $843K in the plan year 2024 filing.
  • Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan reported participants rose from 37 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270465422 · Callahan, Thompson, Sherman & Caudill, LLP PY 2024 · 401(k)

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan · $14M · 41 · 63rd

  • ASSETS $14M
  • ASSETS 41
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Argo Turboserve Corporation 401(k) Plan
  • ASSETS ind #12454

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 California →

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan in the asset neighbourhood

Callahan, Thompson, Sherman & Caudill, LLP 401(k) PlanCallahan, Thompson, Sherman …$14MArgo Turboserve Corporation 401(k) PlanArgo Turboserve Corporation …$14MComputercraft 401(k) Plan$14MGladding Chevrolet, Inc. Et Al 401(k) Profit Sharing Plan & TrustGladding Chevrolet, Inc. Et …$14MOki Data Americas Savings PlanOki Data Americas Savings Pl…$14M
End-of-year total assets ($M) among Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$843K
Employer EIN270465422
Plan Effective Date1990-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callahan, Thompson, Sherman & Caudill, LLP)

Sponsor-wide plan assets over time

All Callahan, Thompson, Sherman & Caudill, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 6.48875617602241% vs 2023
2024 filing year
$12.5M$13M$13.5M$14M 20232024 $13M $13.8M ▲ +6.5%
Year Plans Participants Total Assets
2023 1 37 $13M
2024 1 41 $14M

Nearby 401(k) Plans in California

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

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan, Total assets ($B): 0.013836936 · Participants: 41Callahan, Thompson, Sherman & Caudill, LLP 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan side-by-side with 3 peers →

Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Argo Turboserve Corporation 401(k) Plan in NY ($14M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan assets move in 2024? ▼
Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan grew at a solid clip - up 6.5% during 2024, from $13M to $14M. Reported net income was $843K.
How have Callahan, Thompson, Sherman & Caudill, LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Callahan, Thompson, Sherman & Caudill, LLP's sponsor-wide assets grew 6.5%, from $13M to $14M.
Which 401(k) plans are similar in size to Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argo Turboserve Corporation 401(k) Plan in NY ($14M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Callahan, Thompson, Sherman & Caudill, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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 270465422.

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.