401(k) · DOL Form 5500 · 2024

Callister, Broberg & Becker, a Law Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
42nd
Percentile by assets National rank
$461,375
Avg per participant High balance/head
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Official DOL plan name: Employees' 401(k) Plan of Callister, Broberg & Becker · Sponsored by Callister, Broberg & Becker, a Law Corporation · California · Professional & Technical Services

$5M in assets, 11 participants

Callister, Broberg & Becker, a Law Corporation's Employees' 401(k) Plan of Callister, Broberg & Becker reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,029 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Employees' 401(k) Plan of Callister, Broberg & Becker holds $5M for 11 participants - about $461,375 per participant, in the lower half of filed plans by assets.

#8,029
in Professional & Technical Services (20,173 peers)
+5.7%
assets growth YoY

Employees' 401(k) Plan of Callister, Broberg & Becker's mid-pack asset rank among Professional & Technical Services and all filers

Employees' 401(k) Plan of Callister, Broberg & Becker vs every filed plan by assets

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

$5,075,125 42nd percentile higher than 42% 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

Employees' 401(k) Plan of Callister, Broberg & Becker among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' 401(k) Plan of Callister, Broberg & Becker is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' 401(k) Plan of Callister, Broberg & Becker reported net income rose from -$62K in the plan year 2023 filing to $275K in the plan year 2024 filing.
  • Employees' 401(k) Plan of Callister, Broberg & Becker reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Employees' 401(k) Plan of Callister, Broberg & Becker end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 953274118 · Callister, Broberg & Becker, a Law Corporation PY 2024 · 401(k)

Employees' 401(k) Plan of Callister, Broberg & Becker · $5M · 11 · 42nd

  • 5500 $5M
  • 5500 11
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Industrial Control Systems, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #8029

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 →

Employees' 401(k) Plan of Callister, Broberg & Becker in the asset neighbourhood

Employees' 401(k) Plan of Callister, Broberg & BeckerEmployees' 401(k) Plan of Ca…$5MIndustrial Control Systems, Inc. 401(k) Profit Sharing PlanIndustrial Control Systems, …$5MGraves Technologies 401(k) PlanGraves Technologies 401(k) P…$5MBoettcher-Hlavinka 401(k) PlanBoettcher-Hlavinka 401(k) Pl…$5MBrennan & Wasden, LLC Profit Sharing PlanBrennan & Wasden, LLC Profit…$5M
End-of-year total assets ($M) among Employees' 401(k) Plan of Callister, Broberg & Becker and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$275K
Employer EIN953274118
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Callister, Broberg & Becker, a Law Corporation)

Sponsor-wide plan assets over time

All Callister, Broberg & Becker, a Law Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.369080285299993% vs 2022
2024 filing year
$4.7M$4.8M$4.9M$5M$5.1M$5.2M 202220232024 $4.86M $5.08M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 11 $5M
2023 1 12 $5M
2024 1 11 $5M

Nearby 401(k) Plans in California

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

Employees' 401(k) Plan of Callister, Broberg & Becker vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Employees' 401(k) Plan of Callister, Broberg & Becker, Total assets ($B): 0.005075125 · Participants: 11Employees' 401(k) Plan of Callister, Broberg & BeckerGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Employees' 401(k) Plan of Callister, Broberg & Becker vs. nearby 401(k) plans in California, assets vs. participants
Compare Employees' 401(k) Plan of Callister, Broberg & Becker side-by-side with 3 peers →

Employees' 401(k) Plan of Callister, Broberg & Becker's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Industrial Control Systems, Inc. 401(k) Profit Sharing Plan in MO ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Employees' 401(k) Plan of Callister, Broberg & Becker assets move in 2024? ▼
Employees' 401(k) Plan of Callister, Broberg & Becker grew at a solid clip - up 5.7% during 2024, from $5M to $5M. Reported net income was $275K.
How have Callister, Broberg & Becker, a Law Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Callister, Broberg & Becker, a Law Corporation's sponsor-wide assets grew 4.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Employees' 401(k) Plan of Callister, Broberg & Becker? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Control Systems, Inc. 401(k) Profit Sharing Plan in MO ($5M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Employees' 401(k) Plan of Callister, Broberg & Becker? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 953274118.

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.