401(k) · DOL Form 5500 · 2024

Hirtle, Callaghan & Co., LLC 401(k) Plan

Data updated 2026-08-11

$54M
Total assets: 95
Participants: 85th
Percentile by assets: $563,545
Avg per participant

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.

85th percentile by assets (of 123,622 plans)
#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.

$54M
total plan assets (2024 EOY): 95
covered participants: 85th
percentile by assets (of 123,622 plans): $563,545
avg assets per participant

Where Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan sits 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 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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Hirtle, Callaghan & Co., LLC plans on file

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.

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Hirtle, Callaghan & Co. LLC 401(k) Profi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan by total assets, not by location.

Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance (NC) $54M · 1,409
Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan (UT) $54M · 261
Jac Products, Inc. 401(k) Retirement Savings Plan (MI) $54M · 1,123
Reiter Affiliated Companies 401(k) Plan (CA) $54M · 4,565

Frequently Asked Questions

How did Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan assets move in 2024? ▼

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan grew sharply - up 22.4% during 2024, from $44M to $54M. Reported net income was $10M.

How have Hirtle, Callaghan & Co., LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hirtle, Callaghan & Co., LLC's sponsor-wide assets grew 47.6%, from $36M to $54M.

Where does Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance in NC ($54M, 1,409 participants).

Next read for Hirtle, Callaghan & Co. LLC 401(k) Profi…

Scale reading

Ways to act on Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan's numbers.

By total assets, Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Hirtle, Callaghan & Co., LLC's sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 262821689.