401(k) · DOL Form 5500 · 2022

Montgomery Mccracken Walker & Rhoads LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
54
Participants Small participant base
77th
Percentile by assets National rank
$365,621
Avg per participant High balance/head
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Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · Sponsored by Montgomery Mccracken Walker & Rhoads LLP · Pennsylvania · Professional & Technical Services

$20M in assets, 54 participants

Montgomery Mccracken Walker & Rhoads LLP's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported $20M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,673 in Professional & Technical Services (21,562 peers)

Where Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits by assets

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits in the top quartile of all filed plans by assets, $20M for 54 participants (~$365,621/participant), up 3.0% in 2022.

#16,673
in Professional & Technical Services (21,562 peers)
+3.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates's outsized position by total assets

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates vs every filed plan by assets

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

$19,743,521 Top 23% higher than 77% 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

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates is a small filing (54 participants) on this national headcount ladder.

DOL schedule card

Filing strip 230888490 · Montgomery Mccracken Walker & Rhoads LLP PY 2022 · 401(k)

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · $20M · 54 · 77th

  • TYPE $20M
  • TYPE 54
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Idec Corporation Profit Sharing and Shared Savings Plan
  • TYPE ind #16673

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 Pennsylvania →

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates in the asset neighbourhood

Unitek 401(k) Plan$20MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for AssociatesMontgomery, Mccracken, Walke…$20MIdec Corporation Profit Sharing and Shared Savings PlanIdec Corporation Profit Shar…$20MYorktown Partners LLC 401(k) PlanYorktown Partners LLC 401(k)…$20MBerkshire Grey Inc 401(k) PlanBerkshire Grey Inc 401(k) Pl…$20M
End-of-year total assets ($M) among Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income-$1M
Employer EIN230888490
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Mccracken Walker & Rhoads LLP)

Sponsor-wide plan assets over time

All Montgomery Mccracken Walker & Rhoads LLP plans reported in each filing year

Latest sponsor-wide plan assets
$102M 23.584095045571672% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.4M $102M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 166 $82M
2023 2 165 $93M
2024 2 152 $102M

Nearby 401(k) Plans in Pennsylvania

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

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates, Total assets ($B): 0.019743521 · Participants: 54Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for AssociatesComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Idec Corporation Profit Sharing and Shared Savings Plan in CA ($20M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates assets move in 2022?
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates edged up modestly - up 3.0% during 2022, from $19M to $20M. Reported net income was -$1M.
How have Montgomery Mccracken Walker & Rhoads LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Montgomery Mccracken Walker & Rhoads LLP's sponsor-wide assets grew 23.6%, from $82M to $102M.
Where does Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates rank by assets among Form 5500 filers?
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates ranks in the 77th 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 Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates?
Among 401(k) plans in other states, the closest by assets is Idec Corporation Profit Sharing and Shared Savings Plan in CA ($20M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates?
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M in assets).