Defined Benefit (Pension) · DOL Form 5500 · 2023

The Mccallie School Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
52
Participants Small participant base
77th
Percentile by assets National rank
$513,128
Avg per participant High balance/head
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Official DOL plan name: The Mccallie School Retirement Plan · Sponsored by The Mccallie School · Tennessee · Educational Services

$27M in assets, 52 participants

The Mccallie School's The Mccallie School Retirement Plan reported $27M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,311 in Educational Services (3,735 peers)

Where The Mccallie School Retirement Plan sits by assets

The Mccallie School Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 52 participants (~$513,128/participant), up 2.4% in 2023.

#2,311
in Educational Services (3,735 peers)
+2.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mccallie School Retirement Plan's outsized position by total assets

The Mccallie School Retirement Plan vs every filed plan by assets

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

$26,682,673 Top 23% higher than 77% 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 Retirement Plan among smaller 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 Retirement Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mccallie School Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $621K in the plan year 2023 filing.
  • The Mccallie School Retirement Plan reported participants fell from 56 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • The Mccallie School Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M 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 · Defined Benefit (Pension)

The Mccallie School Retirement Plan · $27M · 52 · 77th

  • NET $27M
  • BOOK 52
  • VS-ST 77th
  • BOY Defined Benefit (Pension)
  • SCH near Cahill Gordon & Reindel LLP Pension Plan
  • EBSA ind #2311

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 Retirement Plan in the asset neighbourhood

The Mccallie School Retirement PlanThe Mccallie School Retireme…$27MCahill Gordon & Reindel LLP Pension PlanCahill Gordon & Reindel LLP …$27MRogers Corporation Employees' Pension PlanRogers Corporation Employees…$27MRetirement Plan for the Employees of Pyco Industries, Inc.Retirement Plan for the Empl…$27MEastern Financial Florida Credit Union Retirement PlanEastern Financial Florida Cr…$27M
End-of-year total assets ($M) among The Mccallie School Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$621K
Employer EIN620475837
Plan Effective Date1948-10-26
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 Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Mccallie School Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Mccallie School Retirement Plan, Total assets ($B): 0.026682673 · Participants: 52The Mccallie School Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
The Mccallie School Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare The Mccallie School Retirement Plan side-by-side with 3 peers →

The Mccallie School Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Cahill Gordon & Reindel LLP Pension Plan in NY ($27M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Retirement Plan assets move in 2023? ▼
The Mccallie School Retirement Plan edged up modestly - up 2.4% during 2023, from $26M to $27M. Reported net income was $621K.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Mccallie School Retirement Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to The Mccallie School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cahill Gordon & Reindel LLP Pension Plan in NY ($27M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Mccallie School Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M 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.