401(k) · DOL Form 5500 · 2022

Mccarthy & Holthus, LLP 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
315
Participants Below avg headcount
72nd
Percentile by assets National rank
$45,068
Avg per participant Low balance/head
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Official DOL plan name: Mccarthy & Holthus, LLP 401(k) Retirement Plan · Sponsored by Mccarthy & Holthus, LLP · California · Professional & Technical Services

$14M in assets, 315 participants

Mccarthy & Holthus, LLP's Mccarthy & Holthus, LLP 401(k) Retirement Plan reported $14M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,331 in Professional & Technical Services (21,562 peers)

Coverage in California

Mccarthy & Holthus, LLP 401(k) Retirement Plan covers 315 participants in California, about 50% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,331
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccarthy & Holthus, LLP 401(k) Retirement Plan's outsized position by total assets

Mccarthy & Holthus, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$14,196,274 Top 28% higher than 72% 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 & Holthus, LLP 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy & Holthus, LLP 401(k) Retirement Plan sits mid-pack in the medium band (315 participants).

EBSA filing schedule strip

Filing strip 330840381 · Mccarthy & Holthus, LLP PY 2022 · 401(k)

Mccarthy & Holthus, LLP 401(k) Retirement Plan · $14M · 315 · 72nd

  • SCH $14M
  • EBSA 315
  • PART 72nd
  • TYPE 401(k)
  • NET near The Suter Company Employees' Savings & Retirement Plan
  • BOOK ind #15331

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 California →

Mccarthy & Holthus, LLP 401(k) Retirement Plan in the asset neighbourhood

Mccarthy & Holthus, LLP 401(k) Retirement PlanMccarthy & Holthus, LLP 401(…$14MThe Suter Company Employees' Savings & Retirement PlanThe Suter Company Employees'…$14MStonebridge Hospitality Associates, LLC 401(k) PlanStonebridge Hospitality Asso…$14MWindsor Mold USA Inc. 401(k) PlanWindsor Mold USA Inc. 401(k)…$14MScience and Technology Associates, Inc. Employees 401(k) and Pension PlanScience and Technology Assoc…$14M
End-of-year total assets ($M) among Mccarthy & Holthus, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN330840381
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccarthy & Holthus, LLP)

Sponsor-wide plan assets over time

All Mccarthy & Holthus, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.25096092115439% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.2M $19.2M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 315 $14M
2023 1 351 $16M
2024 1 353 $19M

Nearby 401(k) Plans in California

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

Mccarthy & Holthus, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccarthy & Holthus, LLP 401(k) Retirement Plan, Total assets ($B): 0.014196274 · Participants: 315Mccarthy & Holthus, LLP 401(k) Retirement PlanWells 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 & Holthus, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccarthy & Holthus, LLP 401(k) Retirement Plan side-by-side with 3 peers →

Mccarthy & Holthus, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Suter Company Employees' Savings & Retirement Plan in IL ($14M); by covered participants it is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 & Holthus, LLP 401(k) Retirement Plan assets move in 2022? ▼
Mccarthy & Holthus, LLP 401(k) Retirement Plan declined sharply - down 17.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Mccarthy & Holthus, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccarthy & Holthus, LLP's sponsor-wide assets grew 35.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Mccarthy & Holthus, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Suter Company Employees' Savings & Retirement Plan in IL ($14M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy & Holthus, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 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 330840381.

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.