401(k) · DOL Form 5500 · 2022
Mccarthy Bertschy & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $497,532
- Avg per participant High balance/head
Official DOL plan name: Mccarthy Bertschy & Associates, Inc. 401(k) Plan · Sponsored by Mccarthy Bertschy & Associates, Inc. · Illinois · Professional & Technical Services
$2M in assets, 4 participants
Mccarthy Bertschy & Associates, Inc.'s Mccarthy Bertschy & Associates, Inc. 401(k) Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,533 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Mccarthy Bertschy & Associates, Inc. 401(k) Plan holds $2M for 4 participants - about $497,532 per participant, in the lower half of filed plans by assets.
- #6,533
- in Professional & Technical Services (21,562 peers)
- +4.1%
- assets growth YoY
Mccarthy Bertschy & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mccarthy Bertschy & Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,990,126 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mccarthy Bertschy & Associates, Inc. 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. Mccarthy Bertschy & Associates, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 320024030 · Mccarthy Bertschy & Associates, Inc. PY 2022 · 401(k)
Mccarthy Bertschy & Associates, Inc. 401(k) Plan · $2M · 4 · 34th
- SCH $2M
- EBSA 4
- PART 34th
- TYPE 401(k)
- NET near Wfti, Inc. Retirement Plan
- BOOK ind #6533
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 Illinois →
Mccarthy Bertschy & Associates, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $78K |
| Employer EIN | 320024030 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mccarthy Bertschy & Associates, Inc.)
Sponsor-wide plan assets over time
All Mccarthy Bertschy & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 4.6228731246162305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 5 | $2M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Mccarthy Bertschy & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Wfti, Inc. Retirement Plan in CA ($2M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.