401(k) · DOL Form 5500 · 2023

The Mccallie School 401(k) Plan

Data updated 2026-08-11

$52M
Total assets
300
Participants
86th
Percentile by assets
$172,627
Avg per participant
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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.

  • 86th percentile by assets (of 127,072 plans)
  • #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.

$52M
total plan assets (2023 EOY)
300
covered participants
86th
percentile by assets (of 127,072 plans)
$172,627
avg assets per participant

Where The Mccallie School 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Tennessee
Industry
Educational Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. The Mccallie School 401(k) Plan reports 300 participants - about 27% of that state average ($52M EOY assets).

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)

$65M$70M$75M$80M 202220232024 $68.9M $71M ▲ +3.0%
Total plan assets by year, all The Mccallie School plans on file
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 ($B) Participants The Mccallie School …, Total assets ($B): 0.051788221 · Participants: 300The Mccallie School …Fedex Corporation Re…, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Re…Hca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corp…, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corp…International Paper …, Total assets ($B): 4.621886139 · Participants: 12153International Paper …Chs/Community Health…, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Mccallie School 401(k) Plan by total assets, not by location.

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).

Next read for The Mccallie School 401(k) Plan

Filing takeaways

Ways to act on The Mccallie School 401(k) Plan's numbers.

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.