Other · DOL Form 5500 · 2024
The Mcgillis School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $78,526
- Avg per participant Below avg balance/head
Official DOL plan name: Mcgillis School Defined Contribution Plan · Sponsored by The Mcgillis School · Utah · Educational Services
$10M in assets, 127 participants
The Mcgillis School's Mcgillis School Defined Contribution Plan reported $10M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #1,395 in Educational Services (3,638 peers)
Coverage in Utah
Mcgillis School Defined Contribution Plan covers 127 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $10M.
- #1,395
- in Educational Services (3,638 peers)
- +18.9%
- assets growth YoY
Mcgillis School Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers
Mcgillis School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,972,822 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mcgillis School Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcgillis School Defined Contribution Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcgillis School Defined Contribution Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Mcgillis School Defined Contribution Plan reported participants rose from 107 in the plan year 2023 filing to 127 in the plan year 2024 filing.
DOL schedule card
Filing strip 753048375 · The Mcgillis School PY 2024 · Other
Mcgillis School Defined Contribution Plan · $10M · 127 · 56th
- VS-ST $10M
- VS-ST 127
- VS-ST 56th
- VS-ST Other
- VS-ST near Peach Tree Healthcare 403(b) Plan
- VS-ST ind #1395
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 Utah →
Mcgillis School Defined Contribution Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 753048375 |
| Plan Effective Date | 2007-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mcgillis School)
Sponsor-wide plan assets over time
All The Mcgillis School plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 46.040985633896994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $7M |
| 2023 | 1 | 107 | $8M |
| 2024 | 1 | 127 | $10M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
Mcgillis School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is Peach Tree Healthcare 403(b) Plan in CA ($10M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Peach Tree Healthcare 403(b) Plan (CA) $10M · 208
- Baywood Court Employee Savings Plan (CA) $10M · 215
- Livingston Memorial Visiting Nurse Association Retirement Savings Plan (CA) $10M · 234
- Royal Oaks 403b Plan (AZ) $10M · 381
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 127 · 0 off
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) 127 · 0 off
- Kcrw 403(b) DC Plan (CA) 127 · 0 off
- Westminster School 403(b) DC Plan (OK) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.