401(k) · DOL Form 5500 · 2022

Mckonly & Asbury, Certified Public Accountants 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
89
Participants Small participant base
69th
Percentile by assets National rank
$139,303
Avg per participant Near avg balance/head
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Official DOL plan name: Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · Sponsored by Mckonly & Asbury, Certified Public Accountants · Pennsylvania · Professional & Technical Services

$12M in assets, 89 participants

Mckonly & Asbury, Certified Public Accountants's Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported $12M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,754 in Professional & Technical Services (21,562 peers)

Mckonly & Asbury, Certified Public Accountants multi-year trail

Mckonly & Asbury, Certified Public Accountants's plans moved +50.6% in assets from 2022 to 2024; this filing shows Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan at $12M / 89 participants.

#14,754
in Professional & Technical Services (21,562 peers)
-16.1%
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.

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's outsized position by total assets

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan vs every filed plan by assets

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

$12,397,972 Top 31% higher than 69% 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

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 231909723 · Mckonly & Asbury, Certified Public Accountants PY 2022 · 401(k)

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · $12M · 89 · 69th

  • BOOK $12M
  • BOOK 89
  • BOOK 69th
  • BOOK 401(k)
  • BOOK near Buck Distributing 401(k) Profit Sharing Plan
  • BOOK ind #14754

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 Pennsylvania →

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan in the asset neighbourhood

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing PlanMckonly & Asbury, C.P.a. Def…$12MBuck Distributing 401(k) Profit Sharing PlanBuck Distributing 401(k) Pro…$12MHematology Oncology, P.C. Retirement TrustHematology Oncology, P.C. Re…$12MJohnson Service Group, Inc. Retirement Savings Plan - Contract EmployeesJohnson Service Group, Inc. …$12MUS Salt, LLC 401(k) Plan$12M
End-of-year total assets ($M) among Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mckonly & Asbury, Certified Public Accountants multi-year asset trail

Sponsor-wide plan assets over time

All Mckonly & Asbury, Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$19M 50.62237598213643% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.7M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 89 $12M
2023 1 94 $16M
2024 1 121 $19M

Mckonly & Asbury, Certified Public Accountants filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN231909723
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan, Total assets ($B): 0.012397972 · Participants: 89Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Buck Distributing 401(k) Profit Sharing Plan in MD ($12M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan assets move in 2022?
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan declined sharply - down 16.1% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Mckonly & Asbury, Certified Public Accountants plan assets changed over time?
Across 3 plan years on file (2022-2024), Mckonly & Asbury, Certified Public Accountants's sponsor-wide assets grew 50.6%, from $12M to $19M.
Which 401(k) plans are similar in size to Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Buck Distributing 401(k) Profit Sharing Plan in MD ($12M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A in assets).