Defined Benefit (Pension) · DOL Form 5500 · 2022

The Mccallie School Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
56
Participants Small participant base
81st
Percentile by assets National rank
$465,387
Avg per participant High balance/head
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Official DOL plan name: The Mccallie School Retirement Plan · Sponsored by The Mccallie School · Tennessee · Educational Services

$26M in assets, 56 participants

The Mccallie School's The Mccallie School Retirement Plan reported $26M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,656 in Educational Services (4,024 peers)

Where The Mccallie School Retirement Plan sits by assets

The Mccallie School Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 56 participants (~$465,387/participant), up 10.3% in 2022.

#2,656
in Educational Services (4,024 peers)
+10.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mccallie School Retirement Plan's outsized position by total assets

The Mccallie School Retirement Plan vs every filed plan by assets

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

$26,061,688 Top 19% higher than 81% 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 Retirement Plan among smaller 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 Retirement Plan is a small filing (56 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 620475837 · The Mccallie School PY 2022 · Defined Benefit (Pension)

The Mccallie School Retirement Plan · $26M · 56 · 81st

  • SCH $26M
  • EBSA 56
  • PART 81st
  • TYPE Defined Benefit (Pension)
  • NET near Cranston Print Works General Employees' Retirement Plan
  • BOOK ind #2656

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 Retirement Plan in the asset neighbourhood

The Mccallie School Retirement PlanThe Mccallie School Retireme…$26MCranston Print Works General Employees' Retirement PlanCranston Print Works General…$26MHumboldt Park Health Retirement PlanHumboldt Park Health Retirem…$26MAgco Corporation Parts Division Hourly Pension PlanAgco Corporation Parts Divis…$26MFaurecia Exhaust Systems, Inc. UAW and Salaried Pension PlanFaurecia Exhaust Systems, In…$26M
End-of-year total assets ($M) among The Mccallie School Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN620475837
Plan Effective Date1948-10-26
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 Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Mccallie School Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Mccallie School Retirement Plan, Total assets ($B): 0.026061688 · Participants: 56The Mccallie School Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
The Mccallie School Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare The Mccallie School Retirement Plan side-by-side with 3 peers →

The Mccallie School Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Cranston Print Works General Employees' Retirement Plan in IN ($26M); by covered participants it is Pension Plan for Officers and Staff of Ilwu Local 142 in HI (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Retirement Plan assets move in 2022? ▼
The Mccallie School Retirement Plan grew at a solid clip - up 10.3% during 2022, from $24M to $26M. Reported net income was $2M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Mccallie School Retirement Plan ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to The Mccallie School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cranston Print Works General Employees' Retirement Plan in IN ($26M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Mccallie School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Officers and Staff of Ilwu Local 142 in HI (56 participants, $31M 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.