401(k) · DOL Form 5500 · 2022
McDonald's and Simmons PC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $227,561
- Avg per participant Above avg balance/head
Official DOL plan name: McDonald's and Simmons PC 401(k) Plan and Trust · Sponsored by McDonald's and Simmons PC · Texas · Professional & Technical Services
$4M in assets, 17 participants
McDonald's and Simmons PC's McDonald's and Simmons PC 401(k) Plan and Trust reported $4M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #9,232 in Professional & Technical Services (21,562 peers)
2022 asset change
McDonald's and Simmons PC 401(k) Plan and Trust declined sharply 29.6% in 2022 ($5M → $4M) for 17 participants.
- #9,232
- in Professional & Technical Services (21,562 peers)
- -29.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
McDonald's and Simmons PC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
McDonald's and Simmons PC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,868,541 45th percentile higher than 45% 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
McDonald's and Simmons PC 401(k) Plan and 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. McDonald's and Simmons PC 401(k) Plan and Trust is a small filing (17 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 752268179 · McDonald's and Simmons PC PY 2022 · 401(k)
McDonald's and Simmons PC 401(k) Plan and Trust · $4M · 17 · 45th
- VS-ST $4M
- BOY 17
- SCH 45th
- EBSA 401(k)
- PART near Toyo Automotive 401(k) Plan
- TYPE ind #9232
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 Texas →
McDonald's and Simmons PC 401(k) Plan and Trust in the asset neighbourhood
McDonald's and Simmons PC years around the 2022 move
Sponsor-wide plan assets over time
All McDonald's and Simmons PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.43483370087069% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $4M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 11 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 752268179 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
McDonald's and Simmons PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Toyo Automotive 401(k) Plan in KY ($4M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.