401(k) · DOL Form 5500 · 2023

The Mccallie School 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
300
Participants Below avg headcount
86th
Percentile by assets National rank
$172,627
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

$52M in assets, 300 participants

The Mccallie School's The Mccallie School 401(k) Plan reported $52M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,794 in Educational Services (3,735 peers)

Coverage in Tennessee

The Mccallie School 401(k) Plan covers 300 participants in Tennessee, about 27% of the average Tennessee filer (state average ~1,126 per filing). Assets: $52M.

#2,794
in Educational Services (3,735 peers)
+21.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$51,788,221 Top 14% higher than 86% 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

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

Plan-year 2023 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 (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mccallie School 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Mccallie School 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • The Mccallie School 401(k) Plan reported participants rose from 289 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620475837 · The Mccallie School PY 2023 · 401(k)

The Mccallie School 401(k) Plan · $52M · 300 · 86th

  • BOOK $52M
  • BOOK 300
  • BOOK 86th
  • BOOK 401(k)
  • BOOK near Adcs Clinics, LLC, 401(k) Retirement Plan
  • BOOK ind #2794

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

Afco Steel 401(k) Savings PlanAfco Steel 401(k) Savings Pl…$52MThe Mccallie School 401(k) PlanThe Mccallie School 401(k) P…$52MAdcs Clinics, LLC, 401(k) Retirement PlanAdcs Clinics, LLC, 401(k) Re…$52MApax Partners US, LLC 401(k) Retirement PlanApax Partners US, LLC 401(k)…$52MGate Gourmet, Inc. Bargained Employees' 401(k) PlanGate Gourmet, Inc. Bargained…$52M
End-of-year total assets ($M) among The Mccallie School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$52M
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. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Mccallie School 401(k) Plan, Total assets ($B): 0.051788221 · Participants: 300The Mccallie School 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/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 Adcs Clinics, LLC, 401(k) Retirement Plan in FL ($52M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 The Mccallie School 401(k) Plan assets move in 2023? ▼
The Mccallie School 401(k) Plan grew sharply - up 21.0% during 2023, from $43M to $52M. 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 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Adcs Clinics, LLC, 401(k) Retirement Plan in FL ($52M, 1,930 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 Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 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.