401(k) · DOL Form 5500 · 2022

The Mccallie School 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
289
Participants Below avg headcount
87th
Percentile by assets National rank
$148,145
Avg per participant Above avg balance/head
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Official DOL plan name: The Mccallie School 401(k) Plan · Sponsored by The Mccallie School · Tennessee · Educational Services

$43M in assets, 289 participants

The Mccallie School's The Mccallie School 401(k) Plan reported $43M in total assets and 289 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,032 in Educational Services (4,024 peers)

Coverage in Tennessee

The Mccallie School 401(k) Plan covers 289 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $43M.

#3,032
in Educational Services (4,024 peers)
-16.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mccallie School 401(k) Plan's outsized position by total assets

The Mccallie School 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,813,843 Top 13% higher than 87% of 139,123 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 2022

The Mccallie School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mccallie School 401(k) Plan sits mid-pack in the medium band (289 participants).

Form 5500 schedule snapshot

Filing strip 620475837 · The Mccallie School PY 2022 · 401(k)

The Mccallie School 401(k) Plan · $43M · 289 · 87th

  • RANK $43M
  • PHOTO 289
  • IND 87th
  • EOY 401(k)
  • 5500 near Royal Technologies Corporation Profit Sharing and Retirement Savings Plan
  • ASSETS ind #3032

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 Educational Services retirement plans → · Plans in Tennessee →

The Mccallie School 401(k) Plan in the asset neighbourhood

Van Diest Supply Co 401(k) Retirement PlanVan Diest Supply Co 401(k) R…$43MAvma Employees Retirement PlanAvma Employees Retirement Pl…$43MSabre Systems, Inc. 401(k) PlanSabre Systems, Inc. 401(k) P…$43MThe Mccallie School 401(k) PlanThe Mccallie School 401(k) P…$43MRoyal Technologies Corporation Profit Sharing and Retirement Savings PlanRoyal Technologies Corporati…$43M
End-of-year total assets ($M) among The Mccallie School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$43M
Net Income-$9M
Employer EIN620475837
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mccallie School)

Sponsor-wide plan assets over time

All The Mccallie School plans reported in each filing year

Latest sponsor-wide plan assets
$71M 3.032181341730781% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $68.9M $71M ▲ +3.0%
Year Plans Participants Total Assets
2022 2 345 $69M
2023 2 352 $78M
2024 2 383 $71M

Nearby 401(k) Plans in Tennessee

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

The Mccallie School 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Mccallie School 401(k) Plan, Total assets ($B): 0.042813843 · Participants: 289The Mccallie School 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The Mccallie School 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Mccallie School 401(k) Plan side-by-side with 3 peers →

The Mccallie School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Royal Technologies Corporation Profit Sharing and Retirement Savings Plan in MI ($43M); by covered participants it is De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan in WI (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Mccallie School 401(k) Plan assets move in 2022? ▼
The Mccallie School 401(k) Plan declined sharply - down 16.8% during 2022, from $51M to $43M. Reported net income was -$9M.
How have The Mccallie School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mccallie School's sponsor-wide assets grew 3.0%, from $69M to $71M.
Where does The Mccallie School 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mccallie School 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Mccallie School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Technologies Corporation Profit Sharing and Retirement Savings Plan in MI ($43M, 1,151 participants).
Which 401(k) plans cover a similar participant headcount to The Mccallie School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan in WI (289 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620475837.

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.