401(k) · DOL Form 5500 · 2022

Mccarthy Cook & Co 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
26
Participants Small participant base
60th
Percentile by assets National rank
$296,058
Avg per participant High balance/head
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Official DOL plan name: Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust · Sponsored by Mccarthy Cook & Co · California · Real Estate

$8M in assets, 26 participants

Mccarthy Cook & Co's Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,830 in Real Estate (5,057 peers)

Mccarthy Cook & Co multi-year trail

Mccarthy Cook & Co's plans moved +38.2% in assets from 2022 to 2024; this filing shows Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust at $8M / 26 participants.

#3,830
in Real Estate (5,057 peers)
-15.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,697,510 Top 40% higher than 60% 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

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 330930310 · Mccarthy Cook & Co PY 2022 · 401(k)

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust · $8M · 26 · 60th

  • PCT $8M
  • PCT 26
  • PCT 60th
  • PCT 401(k)
  • PCT near L. L. Parks Livestock, Inc. Employees' 401(k) Plan
  • PCT ind #3830

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 Real Estate retirement plans → · Plans in California →

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mccarthy Cook & Co 401(k) Profit Sharing Plan & TrustMccarthy Cook & Co 401(k) Pr…$8ML. L. Parks Livestock, Inc. Employees' 401(k) PlanL. L. Parks Livestock, Inc. …$8MState Bank 401(k) Plan$8MMidstate Ortho 401(k) Plan$8MRei Holding Company Formerly Residential Elevators, Inc. 401(k) PlanRei Holding Company Formerly…$8M
End-of-year total assets ($M) among Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mccarthy Cook & Co multi-year asset trail

Sponsor-wide plan assets over time

All Mccarthy Cook & Co plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.19024593667303% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.7M $10.6M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 26 $8M
2023 1 25 $9M
2024 1 23 $11M

Mccarthy Cook & Co filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN330930310
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00769751 · Participants: 26Mccarthy Cook & Co 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is L. L. Parks Livestock, Inc. Employees' 401(k) Plan in IL ($8M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust declined sharply - down 15.1% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Mccarthy Cook & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccarthy Cook & Co's sponsor-wide assets grew 38.2%, from $8M to $11M.
Which 401(k) plans are similar in size to Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is L. L. Parks Livestock, Inc. Employees' 401(k) Plan in IL ($8M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy Cook & Co 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A 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 330930310.

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.