Profit Sharing · DOL Form 5500 · 2022

James D Mcfarland Co Inc 401(k) Plan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$638,650
Avg per participant High balance/head
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Official DOL plan name: James D Mcfarland Co Inc 401(k) Plan · Sponsored by James D Mcfarland Co Inc 401(k) Plan · Pennsylvania · Wholesale Trade

$2M in assets, 3 participants

James D Mcfarland Co Inc 401(k) Plan's James D Mcfarland Co Inc 401(k) Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,425 in Wholesale Trade (6,843 peers)

James D Mcfarland Co Inc 401(k) Plan multi-year trail

James D Mcfarland Co Inc 401(k) Plan's plans moved +32.1% in assets from 2022 to 2024; this filing shows James D Mcfarland Co Inc 401(k) Plan at $2M / 3 participants.

#1,425
in Wholesale Trade (6,843 peers)
-11.2%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James D Mcfarland Co Inc 401(k) Plan among the smaller filed plans by assets

James D Mcfarland Co Inc 401(k) Plan vs every filed plan by assets

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

$1,915,950 33rd percentile higher than 33% 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

James D Mcfarland Co 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. James D Mcfarland Co Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 232023576 · James D Mcfarland Co Inc 401(k) Plan PY 2022 · Profit Sharing

James D Mcfarland Co Inc 401(k) Plan · $2M · 3 · 33rd

  • PART $2M
  • TYPE 3
  • NET 33rd
  • BOOK Profit Sharing
  • VS-ST near Haid Ventures Inc. Retirement Plan
  • BOY ind #1425

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

James D Mcfarland Co Inc 401(k) Plan in the asset neighbourhood

James D Mcfarland Co Inc 401(k) PlanJames D Mcfarland Co Inc 401…$2MHaid Ventures Inc. Retirement PlanHaid Ventures Inc. Retiremen…$2MPatten, Faith & Sandford Profit Sharing PlanPatten, Faith & Sandford Pro…$2MPaal Technologies Holdings, Inc. Retirement PlanPaal Technologies Holdings, …$2MRobert Mcdaniel Md, Inc. Profit Sharing PlanRobert Mcdaniel Md, Inc. Pro…$2M
End-of-year total assets ($M) among James D Mcfarland Co Inc 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James D Mcfarland Co Inc 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All James D Mcfarland Co Inc 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.12103656149691% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.92M $2.53M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $3M

James D Mcfarland Co Inc 401(k) Plan filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$243K
Employer EIN232023576
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

James D Mcfarland Co Inc 401(k) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants James D Mcfarland Co Inc 401(k) Plan, Total assets ($B): 0.00191595 · Participants: 3James D Mcfarland Co Inc 401(k) PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
James D Mcfarland Co Inc 401(k) Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

James D Mcfarland Co Inc 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Haid Ventures Inc. Retirement Plan in OH ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 James D Mcfarland Co Inc 401(k) Plan assets move in 2022?
James D Mcfarland Co Inc 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $2M to $2M. Reported net income was -$243K.
How have James D Mcfarland Co Inc 401(k) Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), James D Mcfarland Co Inc 401(k) Plan's sponsor-wide assets grew 32.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to James D Mcfarland Co Inc 401(k) Plan?
Among Profit Sharing plans in other states, the closest by assets is Haid Ventures Inc. Retirement Plan in OH ($2M, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to James D Mcfarland Co Inc 401(k) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).