401(k) · DOL Form 5500 · 2024

William T Mccallum Cpa 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$924,342
Avg per participant High balance/head
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Official DOL plan name: William T Mccallum Cpa PC Savings Incentive Plan · Sponsored by William T Mccallum Cpa · Connecticut · Professional & Technical Services

$6M in assets, 6 participants

William T Mccallum Cpa's William T Mccallum Cpa PC Savings Incentive Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,391 in Professional & Technical Services (20,173 peers)

William T Mccallum Cpa multi-year trail

William T Mccallum Cpa's plans moved +103.9% in assets from 2022 to 2024; this filing shows William T Mccallum Cpa PC Savings Incentive Plan at $6M / 6 participants.

#8,391
in Professional & Technical Services (20,173 peers)
+34.7%
assets growth YoY

William T Mccallum Cpa PC Savings Incentive Plan's mid-pack asset rank among Professional & Technical Services and all filers

William T Mccallum Cpa PC Savings Incentive Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,546,051 44th percentile higher than 44% of 123,620 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 2024

William T Mccallum Cpa PC Savings Incentive Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William T Mccallum Cpa PC Savings Incentive Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William T Mccallum Cpa PC Savings Incentive Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133103658 · William T Mccallum Cpa PY 2024 · 401(k)

William T Mccallum Cpa PC Savings Incentive Plan · $6M · 6 · 44th

  • PCT $6M
  • EIN 6
  • RANK 44th
  • PHOTO 401(k)
  • IND near Bogus Basin Recreational Association, Inc. 401(k)/Profit Sharing Plan
  • EOY ind #8391

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 Connecticut →

William T Mccallum Cpa PC Savings Incentive Plan in the asset neighbourhood

William T Mccallum Cpa PC Savings Incentive PlanWilliam T Mccallum Cpa PC Sa…$6MBogus Basin Recreational Association, Inc. 401(k)/Profit Sharing PlanBogus Basin Recreational Ass…$6MThe Buccaneer, Inc 401(k) PlanThe Buccaneer, Inc 401(k) Pl…$6MTaphere! Technology, LLC 401(k) P/S PlanTaphere! Technology, LLC 401…$6MWintergreen Corporation 401(k) PlanWintergreen Corporation 401(…$6M
End-of-year total assets ($M) among William T Mccallum Cpa PC Savings Incentive Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

William T Mccallum Cpa multi-year asset trail

Sponsor-wide plan assets over time

All William T Mccallum Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$6M 103.89690984685078% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.72M $5.55M ▲ +104.0%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $4M
2024 1 6 $6M

William T Mccallum Cpa filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN133103658
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

William T Mccallum Cpa PC Savings Incentive Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants William T Mccallum Cpa PC Savings Incentive Plan, Total assets ($B): 0.005546051 · Participants: 6William T Mccallum Cpa PC Savings Incentive PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
William T Mccallum Cpa PC Savings Incentive Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare William T Mccallum Cpa PC Savings Incentive Plan side-by-side with 3 peers →

William T Mccallum Cpa PC Savings Incentive Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bogus Basin Recreational Association, Inc. 401(k)/Profit Sharing Plan in ID ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did William T Mccallum Cpa PC Savings Incentive Plan assets move in 2024? ▼
William T Mccallum Cpa PC Savings Incentive Plan surged - up 34.7% during 2024, from $4M to $6M. Reported net income was $1M.
How have William T Mccallum Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William T Mccallum Cpa's sponsor-wide assets grew 103.9%, from $3M to $6M.
Which 401(k) plans are similar in size to William T Mccallum Cpa PC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bogus Basin Recreational Association, Inc. 401(k)/Profit Sharing Plan in ID ($6M, 72 participants).
Which 401(k) plans cover a similar participant headcount to William T Mccallum Cpa PC Savings Incentive Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133103658.

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.