Other · DOL Form 5500 · 2024
The Mccall Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $32,990
- Avg per participant Low balance/head
Official DOL plan name: The Mccall Foundation, Inc. Retirement Savings Plan · Sponsored by The Mccall Foundation, Inc. · Connecticut · Healthcare & Social Assistance
$6M in assets, 188 participants
The Mccall Foundation, Inc.'s The Mccall Foundation, Inc. Retirement Savings Plan reported $6M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #8,451 in Healthcare & Social Assistance (16,916 peers)
Coverage in Connecticut
The Mccall Foundation, Inc. Retirement Savings Plan covers 188 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.
- #8,451
- in Healthcare & Social Assistance (16,916 peers)
- +20.7%
- 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 2024 · DOL Form 5500
$6,202,204 46th percentile higher than 46% 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
The Mccall Foundation, Inc. Retirement Savings 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. The Mccall Foundation, Inc. Retirement Savings Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mccall Foundation, Inc. Retirement Savings Plan reported net income rose from $176K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Mccall Foundation, Inc. Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- The Mccall Foundation, Inc. Retirement Savings Plan reported participants rose from 178 in the plan year 2023 filing to 188 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060961756 · The Mccall Foundation, Inc. PY 2024 · Other
The Mccall Foundation, Inc. Retirement Savings Plan · $6M · 188 · 46th
- PART $6M
- TYPE 188
- NET 46th
- BOOK Other
- VS-ST near Cornerstone Education Group 403(b) Plan
- BOY ind #8451
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
Connecticut filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 060961756 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
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 Cornerstone Education Group 403(b) Plan in MI ($6M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 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.