Profit Sharing · DOL Form 5500 · 2024
The Callan Company Inc Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $159,394
- Avg per participant Above avg balance/head
Official DOL plan name: The Callan Company Inc Profit Sharing Plan · Sponsored by The Callan Company Inc · California · Professional & Technical Services
$4M in assets, 27 participants
The Callan Company Inc's The Callan Company Inc Profit Sharing Plan reported $4M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #7,400 in Professional & Technical Services (20,173 peers)
The Callan Company Inc multi-year trail
The Callan Company Inc's plans moved +25.5% in assets from 2022 to 2024; this filing shows The Callan Company Inc Profit Sharing Plan at $4M / 27 participants.
- #7,400
- in Professional & Technical Services (20,173 peers)
- +9.8%
- assets growth YoY
The Callan Company Inc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Callan Company Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,303,634 39th percentile higher than 39% 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
The Callan Company Inc 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. The Callan Company Inc Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Callan Company Inc Profit Sharing Plan reported net income fell from $490K in the plan year 2023 filing to $383K in the plan year 2024 filing.
- The Callan Company Inc Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Callan Company Inc Profit Sharing Plan reported participants fell from 28 in the plan year 2023 filing to 27 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 954426297 · The Callan Company Inc PY 2024 · Profit Sharing
The Callan Company Inc Profit Sharing Plan · $4M · 27 · 39th
- BOY $4M
- SCH 27
- EBSA 39th
- PART Profit Sharing
- TYPE near Research for Action 403(b) Plan
- NET ind #7400
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 →
The Callan Company Inc Profit Sharing Plan in the asset neighbourhood
The Callan Company Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Callan Company Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 25.462697619096208% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $3M |
| 2023 | 1 | 28 | $4M |
| 2024 | 1 | 27 | $4M |
The Callan Company Inc filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $383K |
| Employer EIN | 954426297 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
The Callan Company Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Research for Action 403(b) Plan in PA ($4M); by covered participants it is Learning First, Inc. Retirement Plan in NJ (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.