401(k) · DOL Form 5500 · 2022

Mcwhinney Real Estate Services, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
216
Participants Below avg headcount
71st
Percentile by assets National rank
$63,781
Avg per participant Low balance/head
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Official DOL plan name: Mcwhinney 401(k) Plan · Sponsored by Mcwhinney Real Estate Services, Inc · Colorado · Real Estate

$14M in assets, 216 participants

Mcwhinney Real Estate Services, Inc's Mcwhinney 401(k) Plan reported $14M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,290 in Real Estate (5,057 peers)

Mcwhinney Real Estate Services, Inc multi-year trail

Mcwhinney Real Estate Services, Inc's plans moved +33.4% in assets from 2022 to 2024; this filing shows Mcwhinney 401(k) Plan at $14M / 216 participants.

#4,290
in Real Estate (5,057 peers)
-13.2%
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.

Mcwhinney 401(k) Plan's outsized position by total assets

Mcwhinney 401(k) Plan vs every filed plan by assets

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

$13,776,720 Top 29% higher than 71% 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

Mcwhinney 401(k) 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. Mcwhinney 401(k) Plan sits mid-pack in the medium band (216 participants).

DOL schedule card

Filing strip 841278230 · Mcwhinney Real Estate Services, Inc PY 2022 · 401(k)

Mcwhinney 401(k) Plan · $14M · 216 · 71st

  • RANK $14M
  • PHOTO 216
  • IND 71st
  • EOY 401(k)
  • 5500 near Convergent Science Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #4290

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 Colorado →

Mcwhinney 401(k) Plan in the asset neighbourhood

Mcwhinney 401(k) Plan$14MConvergent Science Inc 401(k) Profit Sharing Plan & TrustConvergent Science Inc 401(k…$14MGeotek Operations Limited 401(k) PlanGeotek Operations Limited 40…$14MSequoyah Electric 401(k) Plan$14MInterroll Corporation Employees' Savings and Retirement PlanInterroll Corporation Employ…$14M
End-of-year total assets ($M) among Mcwhinney 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mcwhinney Real Estate Services, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Mcwhinney Real Estate Services, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 33.35356311226475% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 216 $14M
2023 1 218 $16M
2024 1 203 $18M

Mcwhinney Real Estate Services, Inc filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN841278230
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mcwhinney 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Mcwhinney 401(k) Plan, Total assets ($B): 0.01377672 · Participants: 216Mcwhinney 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Mcwhinney 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mcwhinney 401(k) Plan side-by-side with 3 peers →

Mcwhinney 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Convergent Science Inc 401(k) Profit Sharing Plan & Trust in WI ($14M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Mcwhinney 401(k) Plan assets move in 2022? ▼
Mcwhinney 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Mcwhinney Real Estate Services, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcwhinney Real Estate Services, Inc's sponsor-wide assets grew 33.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Mcwhinney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Convergent Science Inc 401(k) Profit Sharing Plan & Trust in WI ($14M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Mcwhinney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 841278230.

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.