ESOP · DOL Form 5500 · 2024
Callahan & Associates, Inc. ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $87,799
- Avg per participant Below avg balance/head
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.
- #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.
- #10,099
- in Professional & Technical Services (20,173 peers)
- -5.4%
- assets change YoY
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.
Callahan & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers
Callahan & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,340,907 Top 48% higher than 52% 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
Callahan & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Callahan & Associates, Inc. Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 521401942 · Callahan & Associates, Inc. PY 2024 · ESOP
Callahan & Associates, Inc. Employee Stock Ownership Plan · $8M · 95 · 52nd
- NET $8M
- BOOK 95
- VS-ST 52nd
- BOY ESOP
- SCH near Liberty Bank & Trust Company Employee Stock Ownership Plan
- EBSA ind #10099
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 What is an ESOP? → · Plans in District of Columbia →
Callahan & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Callahan & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Callahan & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.42538343857706% vs 2022
- 2024 filing year
| 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.
- 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
Callahan & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside District of Columbia, the nearest ESOP by assets is Liberty Bank & Trust Company Employee Stock Ownership Plan in LA ($8M); by covered participants it is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.