Other · DOL Form 5500 · 2023

The Mccall Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
178
Participants Small participant base
45th
Percentile by assets National rank
$28,862
Avg per participant Low balance/head
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Official DOL plan name: The Mccall Foundation, Inc. Retirement Savings Plan · Sponsored by The Mccall Foundation, Inc. · Connecticut · Healthcare & Social Assistance

$5M in assets, 178 participants

The Mccall Foundation, Inc.'s The Mccall Foundation, Inc. Retirement Savings Plan reported $5M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,661 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

The Mccall Foundation, Inc. Retirement Savings Plan covers 178 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.

#8,661
in Healthcare & Social Assistance (17,684 peers)
+3.6%
assets growth YoY

The Mccall Foundation, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mccall Foundation, Inc. Retirement Savings Plan vs every filed plan by assets

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

$5,137,350 45th percentile higher than 45% 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 Mccall Foundation, Inc. Retirement Savings 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 Mccall Foundation, Inc. Retirement Savings Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mccall Foundation, Inc. Retirement Savings Plan reported net income fell from $869K in the plan year 2022 filing to $176K in the plan year 2023 filing.
  • The Mccall Foundation, Inc. Retirement Savings Plan reported participants rose from 170 in the plan year 2022 filing to 178 in the plan year 2023 filing.
  • The Mccall Foundation, Inc. Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060961756 · The Mccall Foundation, Inc. PY 2023 · Other

The Mccall Foundation, Inc. Retirement Savings Plan · $5M · 178 · 45th

  • TYPE $5M
  • NET 178
  • BOOK 45th
  • VS-ST Other
  • BOY near Cesar Castillo Inc Saving and Retirement Plan
  • SCH ind #8661

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

The Mccall Foundation, Inc. Retirement Savings Plan in the asset neighbourhood

The Mccall Foundation, Inc. Retirement Savings PlanThe Mccall Foundation, Inc. …$5MCesar Castillo Inc Saving and Retirement PlanCesar Castillo Inc Saving an…$5MKelberman Center, Inc. 403(b) PlanKelberman Center, Inc. 403(b…$5M403(b) Thrift Plan for Prairiestar Health Center, Inc.403(b) Thrift Plan for Prair…$5MRetirement Plan of Eton AcademyRetirement Plan of Eton Acad…$5M
End-of-year total assets ($M) among The Mccall Foundation, Inc. Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$176K
Employer EIN060961756
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mccall Foundation, Inc.)

Sponsor-wide plan assets over time

All The Mccall Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.05590734633923% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.96M $6.2M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 170 $5M
2023 1 178 $5M
2024 1 188 $6M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

The Mccall Foundation, Inc. Retirement Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Mccall Foundation, Inc. Retirement Savings Plan, Total assets ($B): 0.00513735 · Participants: 178The Mccall Foundation, Inc. Retirement Savings PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
The Mccall Foundation, Inc. Retirement Savings Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Mccall Foundation, Inc. Retirement Savings Plan side-by-side with 3 peers →

The Mccall Foundation, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Cesar Castillo Inc Saving and Retirement Plan in PR ($5M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Mccall Foundation, Inc. Retirement Savings Plan assets move in 2023? ▼
The Mccall Foundation, Inc. Retirement Savings Plan edged up modestly - up 3.6% during 2023, from $5M to $5M. Reported net income was $176K.
How have The Mccall Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mccall Foundation, Inc.'s sponsor-wide assets grew 25.1%, from $5M to $6M.
Which Other plans are similar in size to The Mccall Foundation, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Cesar Castillo Inc Saving and Retirement Plan in PR ($5M, 278 participants).
Which Other plans cover a similar participant headcount to The Mccall Foundation, Inc. Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants, $72M 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 060961756.

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.