401(k) · DOL Form 5500 · 2022

Mcgraw Insurance Services, LP 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
193
Participants Below avg headcount
81st
Percentile by assets National rank
$133,200
Avg per participant Near avg balance/head
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Official DOL plan name: The Mcgraw Group of Affiliated Companies 401(k) Plan · Sponsored by Mcgraw Insurance Services, LP · California · Finance & Insurance

$26M in assets, 193 participants

Mcgraw Insurance Services, LP's The Mcgraw Group of Affiliated Companies 401(k) Plan reported $26M in total assets and 193 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.

  • #6,408 in Finance & Insurance (9,261 peers)

Coverage in California

The Mcgraw Group of Affiliated Companies 401(k) Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $26M.

#6,408
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mcgraw Group of Affiliated Companies 401(k) Plan's outsized position by total assets

The Mcgraw Group of Affiliated Companies 401(k) Plan vs every filed plan by assets

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

$25,707,655 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

The Mcgraw Group of Affiliated Companies 401(k) 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 Mcgraw Group of Affiliated Companies 401(k) Plan sits mid-pack in the medium band (193 participants).

Plan-year Form 5500 strip

Filing strip 472574722 · Mcgraw Insurance Services, LP PY 2022 · 401(k)

The Mcgraw Group of Affiliated Companies 401(k) Plan · $26M · 193 · 81st

  • VS-ST $26M
  • VS-ST 193
  • VS-ST 81st
  • VS-ST 401(k)
  • VS-ST near Winshape Foundation, Inc. 401(k) Plan
  • VS-ST ind #6408

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 Finance & Insurance retirement plans → · Plans in California →

The Mcgraw Group of Affiliated Companies 401(k) Plan in the asset neighbourhood

The Mcgraw Group of Affiliated Companies 401(k) PlanThe Mcgraw Group of Affiliat…$26MWinshape Foundation, Inc. 401(k) PlanWinshape Foundation, Inc. 40…$26MAnderson Development Co. Employees Retirement Savings PlanAnderson Development Co. Emp…$26MApplied Research Solutions, Inc. 401(k) PlanApplied Research Solutions, …$26MOffice & Professional Employees Retirement PlanOffice & Professional Employ…$26M
End-of-year total assets ($M) among The Mcgraw Group of Affiliated Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN472574722
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgraw Insurance Services, LP)

Sponsor-wide plan assets over time

All Mcgraw Insurance Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 40.433275613820086% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $36.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 193 $26M
2023 1 200 $30M
2024 1 201 $36M

Nearby 401(k) Plans in California

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

The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Mcgraw Group of Affiliated Companies 401(k) Plan, Total assets ($B): 0.025707655 · Participants: 193The Mcgraw Group of Affiliated Companies 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Mcgraw Group of Affiliated Companies 401(k) Plan side-by-side with 3 peers →

The Mcgraw Group of Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Winshape Foundation, Inc. 401(k) Plan in GA ($26M); by covered participants it is K&d Services 401(k) Plan in WA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Mcgraw Group of Affiliated Companies 401(k) Plan assets move in 2022? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Mcgraw Insurance Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgraw Insurance Services, LP's sponsor-wide assets grew 40.4%, from $26M to $36M.
Where does The Mcgraw Group of Affiliated Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan 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 The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winshape Foundation, Inc. 401(k) Plan in GA ($26M, 369 participants).
Which 401(k) plans cover a similar participant headcount to The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K&d Services 401(k) Plan in WA (193 participants, $598K 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 472574722.

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.