401(k) · DOL Form 5500 · 2023

William T Mccallum Cpa 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
41st
Percentile by assets National rank
$686,465
Avg per participant High balance/head
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Official DOL plan name: Williamt Mccallum Cpa PC Savings Incentive Plan · Sponsored by William T Mccallum Cpa · Connecticut · Professional & Technical Services

$4M in assets, 6 participants

William T Mccallum Cpa's Williamt Mccallum Cpa PC Savings Incentive Plan reported $4M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,767 in Professional & Technical Services (20,321 peers)

William T Mccallum Cpa multi-year trail

William T Mccallum Cpa's plans moved +103.9% in assets from 2022 to 2024; this filing shows Williamt Mccallum Cpa PC Savings Incentive Plan at $4M / 6 participants.

#7,767
in Professional & Technical Services (20,321 peers)
+51.4%
assets growth YoY

Williamt Mccallum Cpa PC Savings Incentive Plan's mid-pack asset rank among Professional & Technical Services and all filers

Williamt Mccallum Cpa PC Savings Incentive Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,118,791 41st percentile higher than 41% of 127,068 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 2023

Williamt Mccallum Cpa PC Savings Incentive Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williamt Mccallum Cpa PC Savings Incentive Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Williamt Mccallum Cpa PC Savings Incentive Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Williamt Mccallum Cpa PC Savings Incentive Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133103658 · William T Mccallum Cpa PY 2023 · 401(k)

Williamt Mccallum Cpa PC Savings Incentive Plan · $4M · 6 · 41st

  • BOY $4M
  • BOY 6
  • BOY 41st
  • BOY 401(k)
  • BOY near Firemens Association of the State of New York 401(k) Retirement Plan
  • BOY ind #7767

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Williamt Mccallum Cpa PC Savings Incentive Plan in the asset neighbourhood

Williamt Mccallum Cpa PC Savings Incentive PlanWilliamt Mccallum Cpa PC Sav…$4MFiremens Association of the State of New York 401(k) Retirement PlanFiremens Association of the …$4MFirst Place for Youth 401(k) PlanFirst Place for Youth 401(k)…$4MNew Choices, Inc. 401(k) Retirement PlanNew Choices, Inc. 401(k) Ret…$4MThreat System Solutions Inc. Retirement PlanThreat System Solutions Inc.…$4M
End-of-year total assets ($M) among Williamt Mccallum Cpa PC Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William T Mccallum Cpa multi-year asset trail

Sponsor-wide plan assets over time

All William T Mccallum Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$6M 103.89690984685078% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.72M $5.55M ▲ +104.0%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $4M
2024 1 6 $6M

William T Mccallum Cpa filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN133103658
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Williamt Mccallum Cpa PC Savings Incentive Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Williamt Mccallum Cpa PC Savings Incentive Plan, Total assets ($B): 0.004118791 · Participants: 6Williamt Mccallum Cpa PC Savings Incentive PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Williamt Mccallum Cpa PC Savings Incentive Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Williamt Mccallum Cpa PC Savings Incentive Plan side-by-side with 3 peers →

Williamt Mccallum Cpa PC Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Firemens Association of the State of New York 401(k) Retirement Plan in NY ($4M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Williamt Mccallum Cpa PC Savings Incentive Plan assets move in 2023? ▼
Williamt Mccallum Cpa PC Savings Incentive Plan surged - up 51.4% during 2023, from $3M to $4M. Reported net income was $1M.
How have William T Mccallum Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William T Mccallum Cpa's sponsor-wide assets grew 103.9%, from $3M to $6M.
Which 401(k) plans are similar in size to Williamt Mccallum Cpa PC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firemens Association of the State of New York 401(k) Retirement Plan in NY ($4M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Williamt Mccallum Cpa PC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133103658.

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.