401(k) · DOL Form 5500 · 2022

Mcm Cpas & Advisors LLP 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
345
Participants Below avg headcount
89th
Percentile by assets National rank
$156,651
Avg per participant Above avg balance/head
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Official DOL plan name: Mcm Cpas & Advisors LLP 401(k) Plan · Sponsored by Mcm Cpas & Advisors LLP · Kentucky · Professional & Technical Services

$54M in assets, 345 participants

Mcm Cpas & Advisors LLP's Mcm Cpas & Advisors LLP 401(k) Plan reported $54M in total assets and 345 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,342 in Professional & Technical Services (21,562 peers)

Where Mcm Cpas & Advisors LLP 401(k) Plan sits by assets

Mcm Cpas & Advisors LLP 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 345 participants (~$156,651/participant), down 16.5% in 2022.

#19,342
in Professional & Technical Services (21,562 peers)
-16.5%
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.

Mcm Cpas & Advisors LLP 401(k) Plan's outsized position by total assets

Mcm Cpas & Advisors LLP 401(k) Plan vs every filed plan by assets

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

$54,044,439 Top 11% higher than 89% 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

Mcm Cpas & Advisors LLP 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. Mcm Cpas & Advisors LLP 401(k) Plan sits mid-pack in the medium band (345 participants).

Plan-year Form 5500 strip

Filing strip 271235638 · Mcm Cpas & Advisors LLP PY 2022 · 401(k)

Mcm Cpas & Advisors LLP 401(k) Plan · $54M · 345 · 89th

  • ASSETS $54M
  • PCT 345
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Tradestation Group, Inc. Employee Savings Retirement Plan
  • IND ind #19342

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 Kentucky →

Mcm Cpas & Advisors LLP 401(k) Plan in the asset neighbourhood

Bbc Studios Americas, Inc. 401(k) Retirement PlanBbc Studios Americas, Inc. 4…$54MMcm Cpas & Advisors LLP 401(k) PlanMcm Cpas & Advisors LLP 401(…$54MTradestation Group, Inc. Employee Savings Retirement PlanTradestation Group, Inc. Emp…$54MInnovance, Inc. Employee Stock Ownership Plan and TrustInnovance, Inc. Employee Sto…$54MPowersecure, Inc. 401(k) Retirment PlanPowersecure, Inc. 401(k) Ret…$54M
End-of-year total assets ($M) among Mcm Cpas & Advisors LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$54M
Net Income-$11M
Employer EIN271235638
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcm Cpas & Advisors LLP)

Sponsor-wide plan assets over time

All Mcm Cpas & Advisors LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 93.05917487643825% vs 2022
2023 filing year
$0M$20M$40M$60M 20222023 $54M $3.75M ▼ -93.1%
Year Plans Participants Total Assets
2022 1 345 $54M
2023 2 313 $4M

Nearby 401(k) Plans in Kentucky

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

Mcm Cpas & Advisors LLP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Mcm Cpas & Advisors LLP 401(k) Plan, Total assets ($B): 0.054044439 · Participants: 345Mcm Cpas & Advisors LLP 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Mcm Cpas & Advisors LLP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mcm Cpas & Advisors LLP 401(k) Plan side-by-side with 3 peers →

Mcm Cpas & Advisors LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Tradestation Group, Inc. Employee Savings Retirement Plan in FL ($54M); by covered participants it is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Mcm Cpas & Advisors LLP 401(k) Plan assets move in 2022? ▼
Mcm Cpas & Advisors LLP 401(k) Plan declined sharply - down 16.5% during 2022, from $65M to $54M. Reported net income was -$11M.
How have Mcm Cpas & Advisors LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mcm Cpas & Advisors LLP's sponsor-wide assets declined 93.1%, from $54M to $4M.
Where does Mcm Cpas & Advisors LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Mcm Cpas & Advisors LLP 401(k) Plan ranks in the 89th 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 Mcm Cpas & Advisors LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tradestation Group, Inc. Employee Savings Retirement Plan in FL ($54M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Mcm Cpas & Advisors LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentry Data Systems, Inc. 401(k) Profit Sharing Plan in FL (345 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 271235638.

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.