401(k) · DOL Form 5500 · 2022

Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
164
Participants Small participant base
92nd
Percentile by assets National rank
$519,149
Avg per participant High balance/head
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Official DOL plan name: Mccormick Barstow 401(k) Retirement Plan · Sponsored by Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP · California · Professional & Technical Services

$85M in assets, 164 participants

Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP's Mccormick Barstow 401(k) Retirement Plan reported $85M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,047 in Professional & Technical Services (21,562 peers)

Coverage in California

Mccormick Barstow 401(k) Retirement Plan covers 164 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $85M.

#20,047
in Professional & Technical Services (21,562 peers)
-28.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccormick Barstow 401(k) Retirement Plan's outsized position by total assets

Mccormick Barstow 401(k) Retirement Plan vs every filed plan by assets

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

$85,140,406 Top 8% higher than 92% 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

Mccormick Barstow 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. Mccormick Barstow 401(k) Retirement Plan sits mid-pack in the medium band (164 participants).

EBSA filing schedule strip

Filing strip 941262506 · Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP PY 2022 · 401(k)

Mccormick Barstow 401(k) Retirement Plan · $85M · 164 · 92nd

  • EIN $85M
  • EIN 164
  • EIN 92nd
  • EIN 401(k)
  • EIN near National Federation of Independent Business Retirement Savings Plan
  • EIN ind #20047

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 California →

Mccormick Barstow 401(k) Retirement Plan in the asset neighbourhood

Bass Thrift / 401(k) Plan and TrustBass Thrift / 401(k) Plan an…$85MLs Power Development, LLC 401(k) and Profit Sharing PlanLs Power Development, LLC 40…$85MNational Federation of Independent Business Retirement Savings PlanNational Federation of Indep…$85MMccormick Barstow 401(k) Retirement PlanMccormick Barstow 401(k) Ret…$85MMile Bluff Medical Center, Inc. 401(k) PlanMile Bluff Medical Center, I…$85M
End-of-year total assets ($M) among Mccormick Barstow 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$119M
Net Assets (End of Year)$85M
Net Income-$34M
Employer EIN941262506
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP)

Sponsor-wide plan assets over time

All Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.4170674967183% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.1M $114M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 164 $85M
2023 1 154 $101M
2024 1 163 $114M

Nearby 401(k) Plans in California

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

Mccormick Barstow 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccormick Barstow 401(k) Retirement Plan, Total assets ($B): 0.085140406 · Participants: 164Mccormick Barstow 401(k) Retirement 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
Mccormick Barstow 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccormick Barstow 401(k) Retirement Plan side-by-side with 3 peers →

Mccormick Barstow 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Federation of Independent Business Retirement Savings Plan in TN ($85M); by covered participants it is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Mccormick Barstow 401(k) Retirement Plan assets move in 2022? ▼
Mccormick Barstow 401(k) Retirement Plan declined sharply - down 28.4% during 2022, from $119M to $85M. Reported net income was -$34M.
How have Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP's sponsor-wide assets grew 34.4%, from $85M to $114M.
Where does Mccormick Barstow 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mccormick Barstow 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mccormick Barstow 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Federation of Independent Business Retirement Savings Plan in TN ($85M, 570 participants).
Which 401(k) plans cover a similar participant headcount to Mccormick Barstow 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inserv Corp. 401(k) Profit Sharing Plan in NC (164 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 941262506.

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.