401(k) · DOL Form 5500 · 2022
Mcginnis Lochridge LLP 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $397,748
- Avg per participant High balance/head
Official DOL plan name: Mcginnis Lochridge LLP Savings Plus Plan · Sponsored by Mcginnis Lochridge LLP · Texas · Professional & Technical Services
$50M in assets, 125 participants
Mcginnis Lochridge LLP's Mcginnis Lochridge LLP Savings Plus Plan reported $50M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,192 in Professional & Technical Services (21,562 peers)
Coverage in Texas
Mcginnis Lochridge LLP Savings Plus Plan covers 125 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $50M.
- #19,192
- in Professional & Technical Services (21,562 peers)
- -18.8%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mcginnis Lochridge LLP Savings Plus Plan's outsized position by total assets
Mcginnis Lochridge LLP Savings Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,718,514 Top 12% higher than 88% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mcginnis Lochridge LLP Savings Plus 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. Mcginnis Lochridge LLP Savings Plus Plan sits mid-pack in the medium band (125 participants).
Published 5500 schedule card
Filing strip 741196349 · Mcginnis Lochridge LLP PY 2022 · 401(k)
Mcginnis Lochridge LLP Savings Plus Plan · $50M · 125 · 88th
- PCT $50M
- PCT 125
- PCT 88th
- PCT 401(k)
- PCT near Swanson Group, Inc. and Affiliated Companies Employee Savings Plan
- PCT ind #19192
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 Texas →
Mcginnis Lochridge LLP Savings Plus Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | -$11M |
| Employer EIN | 741196349 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcginnis Lochridge LLP)
Sponsor-wide plan assets over time
All Mcginnis Lochridge LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 29.900933885513957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 125 | $50M |
| 2023 | 1 | 131 | $58M |
| 2024 | 1 | 129 | $65M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Mcginnis Lochridge LLP Savings Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Swanson Group, Inc. and Affiliated Companies Employee Savings Plan in OR ($50M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) $50M · 774
- Amp 401(k) Plan (MD) $50M · 116
- Merchants Automotive Group, LLC 401(k) Plan (NH) $50M · 595
- Space Coast Credit Union 401(k) Savings Plan (FL) $50M · 937
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- Media Iq Digital N.a. 401(k) Plan (NY) 125 · 0 off
- California Premier Roofscapes, Inc. 401(k) Plan (CA) 125 · 0 off
- Talley Farms 401(k) Plan (CA) 125 · 0 off
- Dmmg, PLLC 401(k) Plan (AZ) 125 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.