401(k) · DOL Form 5500 · 2022

The Mcpherson Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
181
Participants Below avg headcount
74th
Percentile by assets National rank
$90,046
Avg per participant Below avg balance/head
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Official DOL plan name: The Mcpherson Companies, Inc. 401(k) Retirement Plan · Sponsored by The Mcpherson Companies, Inc. · Alabama · Wholesale Trade

$16M in assets, 181 participants

The Mcpherson Companies, Inc.'s The Mcpherson Companies, Inc. 401(k) Retirement Plan reported $16M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,813 in Wholesale Trade (6,843 peers)

The Mcpherson Companies, Inc. multi-year trail

The Mcpherson Companies, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows The Mcpherson Companies, Inc. 401(k) Retirement Plan at $16M / 181 participants.

#4,813
in Wholesale Trade (6,843 peers)
-12.0%
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.

The Mcpherson Companies, Inc. 401(k) Retirement Plan's outsized position by total assets

The Mcpherson Companies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$16,298,379 Top 26% higher than 74% 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

The Mcpherson Companies, Inc. 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. The Mcpherson Companies, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (181 participants).

Plan-year Form 5500 strip

Filing strip 630657937 · The Mcpherson Companies, Inc. PY 2022 · 401(k)

The Mcpherson Companies, Inc. 401(k) Retirement Plan · $16M · 181 · 74th

  • EIN $16M
  • RANK 181
  • PHOTO 74th
  • IND 401(k)
  • EOY near Kt Enterprises, Inc. 401(k) Plan
  • 5500 ind #4813

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 Alabama →

The Mcpherson Companies, Inc. 401(k) Retirement Plan in the asset neighbourhood

The Mcpherson Companies, Inc. 401(k) Retirement PlanThe Mcpherson Companies, Inc…$16MKt Enterprises, Inc. 401(k) PlanKt Enterprises, Inc. 401(k) …$16MFairchild Equipment, Inc. 401(k) Profit Sharing PlanFairchild Equipment, Inc. 40…$16MHaas Outdoors, Inc. Profit Sharing & 401(k) PlanHaas Outdoors, Inc. Profit S…$16MAllergy Associates, P.a. 401(k) Profit Sharing PlanAllergy Associates, P.a. 401…$16M
End-of-year total assets ($M) among The Mcpherson Companies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Mcpherson Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Mcpherson Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.90550489714345% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $20M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 181 $16M
2023 1 199 $19M
2024 1 233 $20M

The Mcpherson Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN630657937
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

The Mcpherson Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Mcpherson Companies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.016298379 · Participants: 181The Mcpherson Companies, Inc. 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Mcpherson Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Mcpherson Companies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Mcpherson Companies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Kt Enterprises, Inc. 401(k) Plan in VA ($16M); by covered participants it is Rob's Automotive & Collision in PA (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 The Mcpherson Companies, Inc. 401(k) Retirement Plan assets move in 2022? ▼
The Mcpherson Companies, Inc. 401(k) Retirement Plan pulled back noticeably - down 12.0% during 2022, from $19M to $16M. Reported net income was -$2M.
How have The Mcpherson Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcpherson Companies, Inc.'s sponsor-wide assets grew 22.9%, from $16M to $20M.
Which 401(k) plans are similar in size to The Mcpherson Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kt Enterprises, Inc. 401(k) Plan in VA ($16M, 333 participants).
Which 401(k) plans cover a similar participant headcount to The Mcpherson Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rob's Automotive & Collision in PA (181 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 630657937.

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.