401(k) · DOL Form 5500 · 2022

Mcgrath-Colosimo, Ltd. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
186
Participants Below avg headcount
81st
Percentile by assets National rank
$138,410
Avg per participant Near avg balance/head
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Official DOL plan name: Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · Sponsored by Mcgrath-Colosimo, Ltd. · Illinois · Retail Trade

$26M in assets, 186 participants

Mcgrath-Colosimo, Ltd.'s Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported $26M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #8,480 in Retail Trade (9,519 peers)

Coverage in Illinois

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust covers 186 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#8,480
in Retail Trade (9,519 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,744,285 Top 19% higher than 81% 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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust 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. Mcgrath Lexus 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (186 participants).

Published 5500 schedule card

Filing strip 363780892 · Mcgrath-Colosimo, Ltd. PY 2022 · 401(k)

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · $26M · 186 · 81st

  • NET $26M
  • BOOK 186
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Gene Juarez Salons & Spas 401(k) Plan
  • EBSA ind #8480

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 Retail Trade retirement plans → · Plans in Illinois →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Anesthesiology Associates, Inc 401(k) PlanAnesthesiology Associates, I…$26MBurnett Oil Co., Inc. and Affiliates 401(k) PlanBurnett Oil Co., Inc. and Af…$26MThe Summit Center 401(k) Plan$26MMcgrath Lexus 401(k) Profit Sharing Plan and TrustMcgrath Lexus 401(k) Profit …$26MGene Juarez Salons & Spas 401(k) PlanGene Juarez Salons & Spas 40…$26M
End-of-year total assets ($M) among Mcgrath Lexus 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN363780892
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgrath-Colosimo, Ltd.)

Sponsor-wide plan assets over time

All Mcgrath-Colosimo, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.51516074344267% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.7M $31.8M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 186 $26M
2023 1 180 $27M
2024 1 174 $32M

Nearby 401(k) Plans in Illinois

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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mcgrath Lexus 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025744285 · Participants: 186Mcgrath Lexus 401(k) Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mcgrath Lexus 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gene Juarez Salons & Spas 401(k) Plan in WA ($26M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Mcgrath Lexus 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust declined sharply - down 16.1% during 2022, from $31M to $26M. Reported net income was -$5M.
How have Mcgrath-Colosimo, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgrath-Colosimo, Ltd.'s sponsor-wide assets grew 23.5%, from $26M to $32M.
Where does Mcgrath Lexus 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gene Juarez Salons & Spas 401(k) Plan in WA ($26M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K 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 363780892.

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.