401(k) · DOL Form 5500 · 2023

Kathleen a. Mccallister, Bankruptcy Trustee 401(k) Plan

Data updated 2026-08-25

$702K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$234,010
Avg per participant Above avg balance/head
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Official DOL plan name: Kathleen a. Mccallister, Trustee 401(k) Plan · Sponsored by Kathleen a. Mccallister, Bankruptcy Trustee · Idaho · Professional & Technical Services

$702K in assets, 3 participants

Kathleen a. Mccallister, Bankruptcy Trustee's Kathleen a. Mccallister, Trustee 401(k) Plan reported $702K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,185 in Professional & Technical Services (20,321 peers)

Kathleen a. Mccallister, Bankruptcy Trustee multi-year trail

Kathleen a. Mccallister, Bankruptcy Trustee's plans moved +53.9% in assets from 2022 to 2024; this filing shows Kathleen a. Mccallister, Trustee 401(k) Plan at $702K / 3 participants.

#3,185
in Professional & Technical Services (20,321 peers)
+26.4%
assets growth YoY

Kathleen a. Mccallister, Trustee 401(k) Plan among the smaller filed plans by assets

Kathleen a. Mccallister, Trustee 401(k) Plan vs every filed plan by assets

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

$702,031 21st percentile higher than 21% 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

Kathleen a. Mccallister, Trustee 401(k) 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. Kathleen a. Mccallister, Trustee 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kathleen a. Mccallister, Trustee 401(k) Plan reported net income rose from -$47K in the plan year 2022 filing to $147K in the plan year 2023 filing.
  • Kathleen a. Mccallister, Trustee 401(k) Plan end-of-year assets rose from $555K in the plan year 2022 filing to $702K in the plan year 2023 filing.
  • Kathleen a. Mccallister, Trustee 401(k) Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260519228 · Kathleen a. Mccallister, Bankruptcy Trustee PY 2023 · 401(k)

Kathleen a. Mccallister, Trustee 401(k) Plan · $702K · 3 · 21st

  • BOY $702K
  • SCH 3
  • EBSA 21st
  • PART 401(k)
  • TYPE near Spencer Huggett Solo 401(k)
  • NET ind #3185

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 Idaho →

Kathleen a. Mccallister, Trustee 401(k) Plan in the asset neighbourhood

Kathleen a. Mccallister, Trustee 401(k) PlanKathleen a. Mccallister, Tru…$702KSpencer Huggett Solo 401(k)$702KWoodbridge Construction and Carpentry, Inc 401(k) PlanWoodbridge Construction and …$702KHavin Inc. Retirement Plan$702KCircle Y Saddles, Inc. 401(k) Profit Sharing PlanCircle Y Saddles, Inc. 401(k…$702K
End-of-year total assets ($M) among Kathleen a. Mccallister, Trustee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kathleen a. Mccallister, Bankruptcy Trustee multi-year asset trail

Sponsor-wide plan assets over time

All Kathleen a. Mccallister, Bankruptcy Trustee plans reported in each filing year

Latest sponsor-wide plan assets
$855K 53.94395666923559% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.56M $0.85M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 4 $555K
2023 1 3 $702K
2024 1 3 $855K

Kathleen a. Mccallister, Bankruptcy Trustee filing trail (2023)

Total Assets (Beginning of Year)$555K
Net Assets (End of Year)$702K
Net Income$147K
Employer EIN260519228
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Kathleen a. Mccallister, Trustee 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Kathleen a. Mccallister, Trustee 401(k) Plan, Total assets ($B): 0.000702031 · Participants: 3Kathleen a. Mccallister, Trustee 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Kathleen a. Mccallister, Trustee 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Kathleen a. Mccallister, Trustee 401(k) Plan side-by-side with 3 peers →

Kathleen a. Mccallister, Trustee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Spencer Huggett Solo 401(k) in SD ($702K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($702K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Kathleen a. Mccallister, Trustee 401(k) Plan assets move in 2023? ▼
Kathleen a. Mccallister, Trustee 401(k) Plan grew sharply - up 26.4% during 2023, from $555K to $702K. Reported net income was $147K.
How have Kathleen a. Mccallister, Bankruptcy Trustee plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kathleen a. Mccallister, Bankruptcy Trustee's sponsor-wide assets grew 53.9%, from $555K to $855K.
Where does Kathleen a. Mccallister, Trustee 401(k) Plan rank by assets among Form 5500 filers? ▼
Kathleen a. Mccallister, Trustee 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kathleen a. Mccallister, Trustee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spencer Huggett Solo 401(k) in SD ($702K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Kathleen a. Mccallister, Trustee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 260519228.

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.