Defined Benefit (Pension) · DOL Form 5500 · 2024

The Mccallie School Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
49
Participants Small participant base
62nd
Percentile by assets National rank
$270,877
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

$13M in assets, 49 participants

The Mccallie School's The Mccallie School Retirement Plan reported $13M in total assets and 49 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #1,618 in Educational Services (3,638 peers)

2024 asset change

The Mccallie School Retirement Plan contracted severely 50.3% in 2024 ($27M → $13M) for 49 participants.

#1,618
in Educational Services (3,638 peers)
-50.3%
assets change YoY

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mccallie School Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Mccallie School Retirement Plan vs every filed plan by assets

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

$13,272,989 Top 38% higher than 62% 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

The Mccallie School Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mccallie School Retirement Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mccallie School Retirement Plan reported net income fell from $621K in the plan year 2023 filing to -$14M in the plan year 2024 filing.
  • The Mccallie School Retirement Plan end-of-year assets fell from $27M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • The Mccallie School Retirement Plan reported participants fell from 52 in the plan year 2023 filing to 49 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620475837 · The Mccallie School PY 2024 · Defined Benefit (Pension)

The Mccallie School Retirement Plan · $13M · 49 · 62nd

  • RANK $13M
  • RANK 49
  • RANK 62nd
  • RANK Defined Benefit (Pension)
  • RANK near Keil Chemical Pension Plan for Local 7-209 Employees
  • RANK ind #1618

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…$13MKeil Chemical Pension Plan for Local 7-209 EmployeesKeil Chemical Pension Plan f…$13MThe Dial Corporation Labor Pension ProgramThe Dial Corporation Labor P…$13MThe Oilgear Company Retirement PlanThe Oilgear Company Retireme…$13MVon Roll USA, Inc. Employees' Pension PlanVon Roll USA, Inc. Employees…$13M
End-of-year total assets ($M) among The Mccallie School Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

The Mccallie School years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$12M
Net Income-$14M
Employer EIN620475837
Plan Effective Date1948-10-26
Filing StatusFILING RECEIVED

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): 0.013272989 · Participants: 49The Mccallie School Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension 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): 1.97251328 · Participants: 2516Retirement 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 Keil Chemical Pension Plan for Local 7-209 Employees in OH ($13M); by covered participants it is Holland & Knight Defined Benefit Pension Plan in FL (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 The Mccallie School Retirement Plan assets move in 2024? ▼
The Mccallie School Retirement Plan contracted severely - down 50.3% during 2024, from $27M to $13M. Reported net income was -$14M.
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.
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 Keil Chemical Pension Plan for Local 7-209 Employees in OH ($13M, 14 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 Holland & Knight Defined Benefit Pension Plan in FL (49 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 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.