401(k) · DOL Form 5500 · 2022
Montgomery Mccracken Walker & Rhoads LLP 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 112
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $559,471
- Avg per participant High balance/head
Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · Sponsored by Montgomery Mccracken Walker & Rhoads LLP · Pennsylvania · Professional & Technical Services
$63M in assets, 112 participants
Montgomery Mccracken Walker & Rhoads LLP's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported $63M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #19,581 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $63M.
- #19,581
- in Professional & Technical Services (21,562 peers)
- -10.5%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M 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's outsized position by total assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,660,739 Top 10% higher than 90% 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
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings 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. Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan sits mid-pack in the medium band (112 participants).
Plan-year Form 5500 strip
Filing strip 230888490 · Montgomery Mccracken Walker & Rhoads LLP PY 2022 · 401(k)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · $63M · 112 · 90th
- EBSA $63M
- PART 112
- TYPE 90th
- NET 401(k)
- BOOK near East Boston Neighborhood Health Center 401(k) Plan
- VS-ST ind #19581
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 in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$5M |
| Employer EIN | 230888490 |
| Plan Effective Date | 1971-03-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is East Boston Neighborhood Health Center 401(k) Plan in MA ($63M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- East Boston Neighborhood Health Center 401(k) Plan (MA) $63M · 1,151
- The Restated Thrift/Profit Sharing Plan for Cooperatives (IA) $63M · 653
- Verrill Dana LLP 401(k) Savings Plan (ME) $63M · 230
- Ampc LLC 401(k) Retirement Plan (IA) $63M · 577
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- Colorado Bluesky Enterprises Custom 401(k) Plan and Trust (CO) 112 · 0 off
- Osage Industries 401(k) Plan (MO) 112 · 0 off
- Dbspectra Inc 401(k) Profit Sharing Plan & Trust (TX) 112 · 0 off
- Venus Concept U.S. 401(k) Plan (FL) 112 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.