Other · DOL Form 5500 · 2022

The Mcgillis School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
57th
Percentile by assets National rank
$64,422
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcgillis School Defined Contribution Plan · Sponsored by The Mcgillis School · Utah · Educational Services

$7M in assets, 106 participants

The Mcgillis School's Mcgillis School Defined Contribution Plan reported $7M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,638 in Educational Services (4,024 peers)

Coverage in Utah

Mcgillis School Defined Contribution Plan covers 106 participants in Utah, about 18% of the average Utah filer (state average ~592 per filing). Assets: $7M.

#1,638
in Educational Services (4,024 peers)
+18.8%
assets growth YoY

Mcgillis School Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers

Mcgillis School Defined Contribution Plan vs every filed plan by assets

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

$6,828,783 Top 43% higher than 57% 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

Mcgillis School Defined Contribution 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. Mcgillis School Defined Contribution Plan sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 753048375 · The Mcgillis School PY 2022 · Other

Mcgillis School Defined Contribution Plan · $7M · 106 · 57th

  • EOY $7M
  • EOY 106
  • EOY 57th
  • EOY Other
  • EOY near Community Action Retirement Plan
  • EOY ind #1638

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 Utah →

Mcgillis School Defined Contribution Plan in the asset neighbourhood

Mcgillis School Defined Contribution PlanMcgillis School Defined Cont…$7MCommunity Action Retirement PlanCommunity Action Retirement …$7MCarf 403(b) Plan$7MHospice of Surry Retirement PlanHospice of Surry Retirement …$7MNevada Donor Network 403(b) PlanNevada Donor Network 403(b) …$7M
End-of-year total assets ($M) among Mcgillis School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN753048375
Plan Effective Date2007-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mcgillis School)

Sponsor-wide plan assets over time

All The Mcgillis School plans reported in each filing year

Latest sponsor-wide plan assets
$10M 46.040985633896994% vs 2022
2024 filing year
$6M$7M$8M$9M$10M$11M 202220232024 $6.83M $9.97M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 106 $7M
2023 1 107 $8M
2024 1 127 $10M

Nearby Other Plans in Utah

Peer Other plans, same state, same plan type, ranked by total assets.

Mcgillis School Defined Contribution Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1000100200300 Total assets ($M) Participants Mcgillis School Defined Contribution Plan, Total assets ($M): 6.828783 · Participants: 106Mcgillis School Defined Contribution PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Mcgillis School Defined Contribution Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Mcgillis School Defined Contribution Plan side-by-side with 3 peers →

Mcgillis School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Community Action Retirement Plan in MA ($7M); by covered participants it is Northpointe Christian School 403(b) Plan in MI (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Mcgillis School Defined Contribution Plan assets move in 2022? ▼
Mcgillis School Defined Contribution Plan grew sharply - up 18.8% during 2022, from $6M to $7M. Reported net income was $1M.
How have The Mcgillis School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcgillis School's sponsor-wide assets grew 46.0%, from $7M to $10M.
Which Other plans are similar in size to Mcgillis School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Community Action Retirement Plan in MA ($7M, 292 participants).
Which Other plans cover a similar participant headcount to Mcgillis School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Northpointe Christian School 403(b) Plan in MI (106 participants, $1M 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 753048375.

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.