401(k) · DOL Form 5500 · 2024

J. Calnan and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
114
Participants Small participant base
72nd
Percentile by assets National rank
$195,848
Avg per participant Above avg balance/head
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Official DOL plan name: J. Calnan and Associates, Inc. 401(k) Plan · Sponsored by J. Calnan and Associates, Inc. · Massachusetts · Construction

$22M in assets, 114 participants

J. Calnan and Associates, Inc.'s J. Calnan and Associates, Inc. 401(k) Plan reported $22M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,434 in Construction (9,039 peers)

Coverage in Massachusetts

J. Calnan and Associates, Inc. 401(k) Plan covers 114 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $22M.

#6,434
in Construction (9,039 peers)
+17.5%
assets growth YoY

J. Calnan and Associates, Inc. 401(k) Plan's outsized position by total assets

J. Calnan and Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$22,326,718 Top 28% higher than 72% 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

J. Calnan and Associates, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. Calnan and Associates, Inc. 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Calnan and Associates, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • J. Calnan and Associates, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • J. Calnan and Associates, Inc. 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 114 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043330842 · J. Calnan and Associates, Inc. PY 2024 · 401(k)

J. Calnan and Associates, Inc. 401(k) Plan · $22M · 114 · 72nd

  • PART $22M
  • PART 114
  • PART 72nd
  • PART 401(k)
  • PART near Harting, Inc. Profit Sharing 401(k) Plan & Trust
  • PART ind #6434

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 Construction retirement plans → · Plans in Massachusetts →

J. Calnan and Associates, Inc. 401(k) Plan in the asset neighbourhood

J. Calnan and Associates, Inc. 401(k) PlanJ. Calnan and Associates, In…$22MHarting, Inc. Profit Sharing 401(k) Plan & TrustHarting, Inc. Profit Sharing…$22MFarmers Coop Society 401(k) Profit Sharing PlanFarmers Coop Society 401(k) …$22MCitizens State Bank 401(k) Savings PlanCitizens State Bank 401(k) S…$22MGyansys, Inc. 401(k) Plan$22M
End-of-year total assets ($M) among J. Calnan and Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN043330842
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Calnan and Associates, Inc.)

Sponsor-wide plan assets over time

All J. Calnan and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 45.878693542347534% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.3M $22.3M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 115 $15M
2023 1 119 $19M
2024 1 114 $22M

Nearby 401(k) Plans in Massachusetts

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

J. Calnan and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants J. Calnan and Associates, Inc. 401(k) Plan, Total assets ($B): 0.022326718 · Participants: 114J. Calnan and Associates, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
J. Calnan and Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare J. Calnan and Associates, Inc. 401(k) Plan side-by-side with 3 peers →

J. Calnan and Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harting, Inc. Profit Sharing 401(k) Plan & Trust in IL ($22M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 J. Calnan and Associates, Inc. 401(k) Plan assets move in 2024? ▼
J. Calnan and Associates, Inc. 401(k) Plan grew sharply - up 17.5% during 2024, from $19M to $22M. Reported net income was $3M.
How have J. Calnan and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Calnan and Associates, Inc.'s sponsor-wide assets grew 45.9%, from $15M to $22M.
Which 401(k) plans are similar in size to J. Calnan and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harting, Inc. Profit Sharing 401(k) Plan & Trust in IL ($22M, 181 participants).
Which 401(k) plans cover a similar participant headcount to J. Calnan and Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 043330842.

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.