401(k) · DOL Form 5500 · 2023

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Plan

Data updated 2026-08-25

$853K
Total assets Small plan by assets: 7
Participants Small participant base: 22nd
Percentile by assets National rank: $121,828
Avg per participant Near avg balance/head

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Official DOL plan name: Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan · Sponsored by Mccallum, Hoaglund, & Mccallum, LLP · Alabama · Professional & Technical Services

$853K in assets, 7 participants

Mccallum, Hoaglund, & Mccallum, LLP's Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan reported $853K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#3,529 in Professional & Technical Services (20,321 peers)

Mccallum, Hoaglund, & Mccallum, LLP multi-year trail

Mccallum, Hoaglund, & Mccallum, LLP's plans moved -30.8% in assets from 2022 to 2023; this filing shows Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan at $853K / 7 participants.

#3,529
in Professional & Technical Services (20,321 peers): -30.8%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$852,795 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing 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. Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan reported net income fell from -$126K in the plan year 2022 filing to -$383K in the plan year 2023 filing.
Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $853K in the plan year 2023 filing.
Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202162092 · Mccallum, Hoaglund, & Mccallum, LLP PY 2023 · 401(k)

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan · $853K · 7 · 22nd

5500 $853K
5500 7
5500 22nd
5500 401(k)
5500 near 3 Brothers Restaurants LLC 401(k) Profit Sharing Plan & Trust
5500 ind #3529

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 Alabama →

End-of-year total assets ($M) among Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mccallum, Hoaglund, & Mccallum, LLP multi-year asset trail

Latest sponsor-wide plan assets: $853K 30.81494918584586% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$1M
2023	1	7	$853K

Mccallum, Hoaglund, & Mccallum, LLP filing trail (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$849K
Net Income	-$383K
Employer EIN	202162092
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is 3 Brothers Restaurants LLC 401(k) Profit Sharing Plan & Trust in ID ($853K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($853K here).

3 Brothers Restaurants LLC 401(k) Profit Sharing Plan & Trust (ID) $853K · 206
The 401(k) Profit Sharing Plan and Trust of Adele Brady Bolson Cpa Ps (WA) $853K · 2
Admiral Glass & Mirror 401(k) Plan (TX) $853K · 171
Pearl Hospitality 401(k) Profit Sharing Plan (TX) $853K · 122

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off

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 Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan contracted severely - down 30.8% during 2023, from $1M to $853K. Reported net income was -$383K.

How have Mccallum, Hoaglund, & Mccallum, LLP plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Mccallum, Hoaglund, & Mccallum, LLP's sponsor-wide assets declined 30.8%, from $1M to $853K.

Where does Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan ranks in the 22nd 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 Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is 3 Brothers Restaurants LLC 401(k) Profit Sharing Plan & Trust in ID ($853K, 206 participants).

Which 401(k) plans cover a similar participant headcount to Mccallum, Hoaglund, & Mccallum, LLP 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 202162092.