ESOP · DOL Form 5500 · 2024
Callahan & Associates, Inc. ESOP
Data updated 2026-08-11
- $8M
- Total assets
- 95
- Participants
- 52nd
- Percentile by assets
- $87,799
- Avg per participant
Official DOL plan name: Callahan & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Callahan & Associates, Inc. · District of Columbia · Professional & Technical Services
$8M in assets, 95 participants
Callahan & Associates, Inc.'s Callahan & Associates, Inc. Employee Stock Ownership Plan reported $8M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 123,622 plans)
- #10,099 in Professional & Technical Services (20,173 peers)
Callahan & Associates, Inc. multi-year trail
Callahan & Associates, Inc.'s plans moved +18.4% in assets from 2022 to 2024; this filing shows Callahan & Associates, Inc. Employee Stock Ownership Plan at $8M / 95 participants.
- $8M
- total plan assets (2024 EOY)
- 95
- covered participants
- 52nd
- percentile by assets (of 123,622 plans)
- $87,799
- avg assets per participant
The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Callahan & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$299K in the plan year 2024 filing.
- Callahan & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 90 in the plan year 2023 filing to 95 in the plan year 2024 filing.
- Callahan & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Callahan & Associates, Inc. across 3 plan years on file
Across the 3 plan years Callahan & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $8M, a gain of 18.4%, while reported participants moved from 56 to 95 (+69.6%). Peak year by sponsor assets: 2023 ($9M); trough: 2022 ($7M).
Callahan & Associates, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 56 | $7M |
| 2023 | 1 | 90 | $9M |
| 2024 | 1 | 95 | $8M |
Callahan & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$299K |
| Employer EIN | 521401942 |
| Plan Effective Date | 2003-11-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in District of Columbia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Callahan & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
- Chemonics International, Inc. Employee Stock Ownership Plan $181M · 2,321
- Cornerstone Government Affairs, Inc. Employee Stock Ownership Plan $73M · 126
- Hager Sharp, Inc. Employee Stock Ownership Plan $13M · 34
- Rational 360 Employee Stock Ownership Plan $11M · 60
- Tech-Marine Business, Inc. Employee Stock Ownership Plan $10M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Callahan & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Callahan & Associates, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Callahan & Associates, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in District of Columbia. Compare plans
- Callahan & Associates, Inc.'s sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans