401(k) · DOL Form 5500 · 2024
Hirtle, Callaghan & Co., LLC 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $563,545
- Avg per participant High balance/head
Official DOL plan name: Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · Sponsored by Hirtle, Callaghan & Co., LLC · Pennsylvania · Finance & Insurance
$54M in assets, 95 participants
Hirtle, Callaghan & Co., LLC's Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported $54M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,555 in Finance & Insurance (8,549 peers)
Where Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits by assets
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $54M for 95 participants (~$563,545/participant), up 22.4% in 2024.
- #6,555
- in Finance & Insurance (8,549 peers)
- +22.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's outsized position by total assets
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,536,791 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Hirtle, Callaghan & Co. LLC 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. Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported net income rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan reported participants fell from 98 in the plan year 2023 filing to 95 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 262821689 · Hirtle, Callaghan & Co., LLC PY 2024 · 401(k)
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · $54M · 95 · 85th
- NET $54M
- NET 95
- NET 85th
- NET 401(k)
- NET near Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance
- NET ind #6555
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $10M |
| Employer EIN | 262821689 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hirtle, Callaghan & Co., LLC)
Sponsor-wide plan assets over time
All Hirtle, Callaghan & Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 47.60993229001725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $36M |
| 2023 | 1 | 98 | $44M |
| 2024 | 1 | 95 | $54M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance in NC ($54M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.
- Galatea Associates 401(k) Plan (MA) 95 · 0 off
- Disys Solutions, Inc. 401(k) Plan (VA) 95 · 0 off
- Petaluma Market, Inc. 401(k) Profit Sharing Plan (CA) 95 · 0 off
- R.H. Long Motor Sales, Inc. 401(k) Plan (MA) 95 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.