401(k) · DOL Form 5500 · 2024
Callan LLC 401(k) Plan
Data updated 2026-08-25
- $220M
- Total assets Near avg plan size
- 204
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Callan LLC Retirement Savings Plan · Sponsored by Callan LLC · California · Professional & Technical Services
$220M in assets, 204 participants
Callan LLC's Callan LLC Retirement Savings Plan reported $220M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,330 in Professional & Technical Services (20,173 peers)
Coverage in California
Callan LLC Retirement Savings Plan covers 204 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $220M.
- #19,330
- in Professional & Technical Services (20,173 peers)
- +11.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Callan LLC Retirement Savings Plan's outsized position by total assets
Callan LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$219,544,316 Top 5% higher than 95% 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
Callan LLC Retirement Savings 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. Callan LLC Retirement Savings Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Callan LLC Retirement Savings Plan reported net income fell from $32M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Callan LLC Retirement Savings Plan end-of-year assets rose from $197M in the plan year 2023 filing to $220M in the plan year 2024 filing.
- Callan LLC Retirement Savings Plan reported participants rose from 194 in the plan year 2023 filing to 204 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942192581 · Callan LLC PY 2024 · 401(k)
Callan LLC Retirement Savings Plan · $220M · 204 · 95th
- EOY $220M
- 5500 204
- ASSETS 95th
- PCT 401(k)
- EIN near Psc Group 401(k) Plan
- RANK ind #19330
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 →
Callan LLC Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $197M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $23M |
| Employer EIN | 942192581 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Callan LLC)
Sponsor-wide plan assets over time
All Callan LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 33.458500851238654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $165M |
| 2023 | 1 | 194 | $197M |
| 2024 | 1 | 204 | $220M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Callan LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Psc Group 401(k) Plan in LA ($220M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($220M here).
- Psc Group 401(k) Plan (LA) $220M · 4,269
- Kpff, Inc. 401(k) Plan (WA) $220M · 1,268
- Devry University 401(k) Savings Plan (IL) $219M · 1,335
- Pepsi Bottling Ventures 401(k) Plan (NC) $220M · 2,983
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan (VA) 204 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 204 · 0 off
- The Baltimore Life 401(k) Benefit Plan (MD) 204 · 0 off
- Teracom Services, LLC 401(k) Plan (AZ) 204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.