401(k) · DOL Form 5500 · 2022

Mccarthy, Mambro, Bertino, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
44
Participants Small participant base
66th
Percentile by assets National rank
$234,887
Avg per participant Above avg balance/head
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Official DOL plan name: Mccarthy, Mambro, Bertino, LLC 401(k) Plan · Sponsored by Mccarthy, Mambro, Bertino, LLC · Massachusetts · Professional & Technical Services

$10M in assets, 44 participants

Mccarthy, Mambro, Bertino, LLC's Mccarthy, Mambro, Bertino, LLC 401(k) Plan reported $10M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,889 in Professional & Technical Services (21,562 peers)

2022 asset change

Mccarthy, Mambro, Bertino, LLC 401(k) Plan declined sharply 17.2% in 2022 ($12M → $10M) for 44 participants.

#13,889
in Professional & Technical Services (21,562 peers)
-17.2%
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.

Mccarthy, Mambro, Bertino, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mccarthy, Mambro, Bertino, LLC 401(k) Plan vs every filed plan by assets

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

$10,335,021 Top 34% higher than 66% 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

Mccarthy, Mambro, Bertino, LLC 401(k) 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. Mccarthy, Mambro, Bertino, LLC 401(k) Plan is a small filing (44 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043547823 · Mccarthy, Mambro, Bertino, LLC PY 2022 · 401(k)

Mccarthy, Mambro, Bertino, LLC 401(k) Plan · $10M · 44 · 66th

  • PHOTO $10M
  • PHOTO 44
  • PHOTO 66th
  • PHOTO 401(k)
  • PHOTO near Fourkites, Inc. Retirement Trust
  • PHOTO ind #13889

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 Massachusetts →

Mccarthy, Mambro, Bertino, LLC 401(k) Plan in the asset neighbourhood

Mccarthy, Mambro, Bertino, LLC 401(k) PlanMccarthy, Mambro, Bertino, L…$10MMgt of America Consulting, LLC 401(k) Profit Sharing Plan and TrustMgt of America Consulting, L…$10MTriumph Foods, LLC 401(k) PlanTriumph Foods, LLC 401(k) Pl…$10MFourkites, Inc. Retirement TrustFourkites, Inc. Retirement T…$10MTrisept Corporation 401(k) PlanTrisept Corporation 401(k) P…$10M
End-of-year total assets ($M) among Mccarthy, Mambro, Bertino, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mccarthy, Mambro, Bertino, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Mccarthy, Mambro, Bertino, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $10.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 44 $10M
2023 1 37 $11M
2024 1 33 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN043547823
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Mccarthy, Mambro, Bertino, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Mccarthy, Mambro, Bertino, LLC 401(k) Plan, Total assets ($B): 0.010335021 · Participants: 44Mccarthy, Mambro, Bertino, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Mccarthy, Mambro, Bertino, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mccarthy, Mambro, Bertino, LLC 401(k) Plan side-by-side with 3 peers →

Mccarthy, Mambro, Bertino, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fourkites, Inc. Retirement Trust in IL ($10M); by covered participants it is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Mccarthy, Mambro, Bertino, LLC 401(k) Plan assets move in 2022? ▼
Mccarthy, Mambro, Bertino, LLC 401(k) Plan declined sharply - down 17.2% during 2022, from $12M to $10M. Reported net income was -$2M.
Which 401(k) plans are similar in size to Mccarthy, Mambro, Bertino, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fourkites, Inc. Retirement Trust in IL ($10M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy, Mambro, Bertino, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Corporation Profit Sharing Plan & Trust in OH (44 participants, $10M 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 043547823.

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.