401(k) · DOL Form 5500 · 2022

Macdonald Financial Services 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$382,007
Avg per participant High balance/head
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Official DOL plan name: Macdonald Financial Services 401(k) Plan · Sponsored by Macdonald Financial Services · Colorado · Finance & Insurance

$3M in assets, 7 participants

Macdonald Financial Services's Macdonald Financial Services 401(k) Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,406 in Finance & Insurance (9,261 peers)

Macdonald Financial Services multi-year trail

Macdonald Financial Services's plans moved +82.1% in assets from 2022 to 2024; this filing shows Macdonald Financial Services 401(k) Plan at $3M / 7 participants.

#2,406
in Finance & Insurance (9,261 peers)
-20.0%
assets change YoY

The plan reported a net loss of $668K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Macdonald Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Macdonald Financial Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,674,047 38th percentile higher than 38% of 139,123 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 2022

Macdonald Financial Services 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macdonald Financial Services 401(k) Plan is a micro filing (7 participants), the leftmost band.

DOL schedule card

Filing strip 841596387 · Macdonald Financial Services PY 2022 · 401(k)

Macdonald Financial Services 401(k) Plan · $3M · 7 · 38th

  • SCH $3M
  • EBSA 7
  • PART 38th
  • TYPE 401(k)
  • NET near Slipstream It, LLC 401(k) Plan
  • BOOK ind #2406

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 Finance & Insurance retirement plans → · Plans in Colorado →

Macdonald Financial Services 401(k) Plan in the asset neighbourhood

Macdonald Financial Services 401(k) PlanMacdonald Financial Services…$3MSlipstream It, LLC 401(k) PlanSlipstream It, LLC 401(k) Pl…$3MHfmc Capital, LLC 401(k) Profit Sharing PlanHfmc Capital, LLC 401(k) Pro…$3MEmployee Benefit Plan of First Step HouseEmployee Benefit Plan of Fir…$3MEcolite Manufacturing Company 401(k) Profit Sharing PlanEcolite Manufacturing Compan…$3M
End-of-year total assets ($M) among Macdonald Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Macdonald Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Macdonald Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 82.12196719055424% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.67M $4.87M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 8 $4M
2024 1 5 $5M

Macdonald Financial Services filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$668K
Employer EIN841596387
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Macdonald Financial Services 401(k) Plan, Total assets ($B): 0.002674047 · Participants: 7Macdonald Financial Services 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Macdonald Financial Services 401(k) Plan side-by-side with 3 peers →

Macdonald Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Slipstream It, LLC 401(k) Plan in PA ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Macdonald Financial Services 401(k) Plan assets move in 2022? ▼
Macdonald Financial Services 401(k) Plan declined sharply - down 20.0% during 2022, from $3M to $3M. Reported net income was -$668K.
How have Macdonald Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macdonald Financial Services's sponsor-wide assets grew 82.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slipstream It, LLC 401(k) Plan in PA ($3M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841596387.

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.