401(k) · DOL Form 5500 · 2023
Mcworth Management Company 401(k) Plan
Data updated 2026-08-25
- $633K
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $30,151
- Avg per participant Low balance/head
Official DOL plan name: Mcworth Management Company · Sponsored by Mcworth Management Company · Tennessee · Food Services & Accommodation
$633K in assets, 21 participants
Mcworth Management Company's Mcworth Management Company reported $633K in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,005 in Food Services & Accommodation (3,828 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, Mcworth Management Company ranks #2,005 of 3,828 2023 filers by assets (3090% of the sector average)-$633K for 21 participants.
- #2,005
- in Food Services & Accommodation (3,828 peers)
- +17.6%
- assets growth YoY
Mcworth Management Company among the smaller filed plans by assets
Mcworth Management Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$633,168 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mcworth Management Company among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcworth Management Company is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcworth Management Company reported net income rose from -$227K in the plan year 2022 filing to $95K in the plan year 2023 filing.
- Mcworth Management Company end-of-year assets rose from $538K in the plan year 2022 filing to $633K in the plan year 2023 filing.
- Mcworth Management Company reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 510362224 · Mcworth Management Company PY 2023 · 401(k)
Mcworth Management Company · $633K · 21 · 20th
- BOOK $633K
- VS-ST 21
- BOY 20th
- SCH 401(k)
- EBSA near Wabak, Inc. 401(k) Plan
- PART ind #2005
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 Food Services & Accommodation retirement plans → · Plans in Tennessee →
Mcworth Management Company in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $538K |
|---|---|
| Net Assets (End of Year) | $633K |
| Net Income | $95K |
| Employer EIN | 510362224 |
| Plan Effective Date | 2001-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcworth Management Company)
Sponsor-wide plan assets over time
All Mcworth Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $723K 34.34696653263867% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $538K |
| 2023 | 1 | 21 | $633K |
| 2024 | 1 | 23 | $723K |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Mcworth Management Company's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Wabak, Inc. 401(k) Plan in IN ($633K); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($633K here).
- Wabak, Inc. 401(k) Plan (IN) $633K · 4
- Jene Retirement Plan (AL) $633K · 1
- Lorito, Inc. 401(k) Plan (FL) $633K · 7
- Advanced Printing & Graphics Retirement Plan (MI) $633K · 11
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.