401(k) · DOL Form 5500 · 2022

Mcmahon-Veltus, S.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$413,271
Avg per participant High balance/head
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Official DOL plan name: Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 · Sponsored by Mcmahon-Veltus, S.C. · Wisconsin · Professional & Technical Services

$2M in assets, 6 participants

Mcmahon-Veltus, S.C.'s Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,334 in Professional & Technical Services (21,562 peers)

Mcmahon-Veltus, S.C. multi-year trail

Mcmahon-Veltus, S.C.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 at $2M / 6 participants.

#7,334
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $284K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001's mid-pack asset rank among Professional & Technical Services and all filers

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs every filed plan by assets

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

$2,479,626 37th percentile higher than 37% 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

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 391597990 · Mcmahon-Veltus, S.C. PY 2022 · 401(k)

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 · $2M · 6 · 37th

  • ASSETS $2M
  • PCT 6
  • EIN 37th
  • RANK 401(k)
  • PHOTO near American United Federal Credit Union 401(k) Plan
  • IND ind #7334

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 in the asset neighbourhood

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001Mcmahon-Veltus S C 401(k) Pr…$2MAmerican United Federal Credit Union 401(k) PlanAmerican United Federal Cred…$2MArtimus Construction and K&r Realty 401(k) PlanArtimus Construction and K&r…$2MMaterials Development Corporation 401(k) PlanMaterials Development Corpor…$2MSusan S. Smith, Inc. Profit Sharing TrustSusan S. Smith, Inc. Profit …$2M
End-of-year total assets ($M) among Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mcmahon-Veltus, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Mcmahon-Veltus, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.42487778398839% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.48M $3.41M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 6 $3M

Mcmahon-Veltus, S.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$284K
Employer EIN391597990
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001, Total assets ($B): 0.002479626 · Participants: 6Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001Johnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 side-by-side with 3 peers →

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is American United Federal Credit Union 401(k) Plan in UT ($2M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 assets move in 2022? ▼
Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 pulled back noticeably - down 10.3% during 2022, from $3M to $2M. Reported net income was -$284K.
How have Mcmahon-Veltus, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcmahon-Veltus, S.C.'s sponsor-wide assets grew 37.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001? ▼
Among 401(k) plans in other states, the closest by assets is American United Federal Credit Union 401(k) Plan in UT ($2M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 391597990.

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.