401(k) · DOL Form 5500 · 2024
Calfee Halter & Griswold, LLP 401(k) Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 215
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $972,325
- Avg per participant High balance/head
Official DOL plan name: Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · Sponsored by Calfee Halter & Griswold, LLP · Ohio · Professional & Technical Services
$209M in assets, 215 participants
Calfee Halter & Griswold, LLP's Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported $209M in total assets and 215 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,284 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan covers 215 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $209M.
- #19,284
- in Professional & Technical Services (20,173 peers)
- +9.6%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's outsized position by total assets
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$209,049,915 Top 6% higher than 94% 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
Calfee, Halter & Griswold LLP Profit Sharing Trust and 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. Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan sits mid-pack in the medium band (215 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported net income rose from $8M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan end-of-year assets rose from $191M in the plan year 2023 filing to $209M in the plan year 2024 filing.
- Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan reported participants fell from 218 in the plan year 2023 filing to 215 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 340732302 · Calfee Halter & Griswold, LLP PY 2024 · 401(k)
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan · $209M · 215 · 94th
- PHOTO $209M
- PHOTO 215
- PHOTO 94th
- PHOTO 401(k)
- PHOTO near Moda Partners, Inc. Employee Retirement Plan
- PHOTO ind #19284
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 Ohio →
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $191M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | $18M |
| Employer EIN | 340732302 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calfee Halter & Griswold, LLP)
Sponsor-wide plan assets over time
All Calfee Halter & Griswold, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $209M 14.630095003410581% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $182M |
| 2023 | 1 | 218 | $191M |
| 2024 | 1 | 215 | $209M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Calfee, Halter & Griswold LLP Profit Sharing Trust and Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Moda Partners, Inc. Employee Retirement Plan in OR ($209M); by covered participants it is Systel Business Equipment Co., Inc. 401(k) Psp in NC (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Moda Partners, Inc. Employee Retirement Plan (OR) $209M · 1,389
- Entrust Solutions Group Retirement Savings Plan (IL) $209M · 2,714
- Harris Associates L.P. Profit Sharing and Savings Plan (IL) $209M · 214
- Uchealth 403(b) Plan (CO) $209M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 215 · 0 off
- Caran Precision Eng. & Mfg. Corp. Retirement Savings Plan (CA) 215 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 215 · 0 off
- Keystone Technologies, LLC 401(k) Plan (PA) 215 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.