401(k) · DOL Form 5500 · 2023

Macdonald Financial Services 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
39th
Percentile by assets National rank
$473,225
Avg per participant High balance/head
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Official DOL plan name: Macdonald Financial Services 401(k) Plan · Sponsored by Macdonald Financial Services · Colorado · Finance & Insurance

$4M in assets, 8 participants

Macdonald Financial Services's Macdonald Financial Services 401(k) Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,452 in Finance & Insurance (8,869 peers)

Macdonald Financial Services multi-year trail

Macdonald Financial Services's plans moved +82.1% in assets from 2022 to 2024; this filing shows Macdonald Financial Services 401(k) Plan at $4M / 8 participants.

#2,452
in Finance & Insurance (8,869 peers)
+41.6%
assets growth YoY

Macdonald Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Macdonald Financial Services 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,785,798 39th percentile higher than 39% of 127,068 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 2023

Macdonald Financial Services 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macdonald Financial Services 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macdonald Financial Services 401(k) Plan reported net income rose from -$668K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Macdonald Financial Services 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Macdonald Financial Services 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841596387 · Macdonald Financial Services PY 2023 · 401(k)

Macdonald Financial Services 401(k) Plan · $4M · 8 · 39th

  • EIN $4M
  • EIN 8
  • EIN 39th
  • EIN 401(k)
  • EIN near Helmer Scientific LLC 401(k) Plan
  • EIN ind #2452

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 Finance & Insurance retirement plans → · Plans in Colorado →

Macdonald Financial Services 401(k) Plan in the asset neighbourhood

Macdonald Financial Services 401(k) PlanMacdonald Financial Services…$4MHelmer Scientific LLC 401(k) PlanHelmer Scientific LLC 401(k)…$4MVista Prairie Communities Retirement PlanVista Prairie Communities Re…$4MAlpena Agency 401(k) Plan$4MGcr, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Macdonald Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Macdonald Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Macdonald Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 82.12196719055424% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.67M $4.87M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 8 $4M
2024 1 5 $5M

Macdonald Financial Services filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN841596387
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Macdonald Financial Services 401(k) Plan, Total assets ($B): 0.003785798 · Participants: 8Macdonald Financial Services 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Macdonald Financial Services 401(k) Plan side-by-side with 3 peers →

Macdonald Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Helmer Scientific LLC 401(k) Plan in IN ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Macdonald Financial Services 401(k) Plan assets move in 2023? ▼
Macdonald Financial Services 401(k) Plan surged - up 41.6% during 2023, from $3M to $4M. Reported net income was $1M.
How have Macdonald Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macdonald Financial Services's sponsor-wide assets grew 82.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helmer Scientific LLC 401(k) Plan in IN ($4M, 807 participants).
Which 401(k) plans cover a similar participant headcount to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841596387.

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.