401(k) · DOL Form 5500 · 2023

Mcdonnell Adels & Klestzick, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$162,054
Avg per participant Above avg balance/head
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Official DOL plan name: Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan · Sponsored by Mcdonnell Adels & Klestzick, PLLC · New York · Professional & Technical Services

$2M in assets, 12 participants

Mcdonnell Adels & Klestzick, PLLC's Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,280 in Professional & Technical Services (20,321 peers)

Mcdonnell Adels & Klestzick, PLLC multi-year trail

Mcdonnell Adels & Klestzick, PLLC's plans moved +17.6% in assets from 2022 to 2024; this filing shows Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan at $2M / 12 participants.

#5,280
in Professional & Technical Services (20,321 peers)
-25.3%
assets change YoY

The plan reported a net loss of $659K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,944,652 30th percentile higher than 30% 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

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan reported net income fell from -$356K in the plan year 2022 filing to -$659K in the plan year 2023 filing.
  • Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan reported participants fell from 18 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263738384 · Mcdonnell Adels & Klestzick, PLLC PY 2023 · 401(k)

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan · $2M · 12 · 30th

  • BOOK $2M
  • BOOK 12
  • BOOK 30th
  • BOOK 401(k)
  • BOOK near Joy Holdings 401(k) Plan
  • BOOK ind #5280

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 New York →

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing PlanMcdonnell Adels & Klestzick,…$2MJoy Holdings 401(k) Plan$2MMotion Technology Inc. 401(k) PlanMotion Technology Inc. 401(k…$2MSurgenex LLC 401(k) Profit Sharing Plan & TrustSurgenex LLC 401(k) Profit S…$2MMark of Excellence Pizza Company 401(k) PlanMark of Excellence Pizza Com…$2M
End-of-year total assets ($M) among Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mcdonnell Adels & Klestzick, PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Mcdonnell Adels & Klestzick, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.64175720753195% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.63M $10.2M ▲ +17.6%
Year Plans Participants Total Assets
2022 2 35 $9M
2023 2 28 $9M
2024 2 32 $10M

Mcdonnell Adels & Klestzick, PLLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$659K
Employer EIN263738384
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001944652 · Participants: 12Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Joy Holdings 401(k) Plan in TX ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan declined sharply - down 25.3% during 2023, from $3M to $2M. Reported net income was -$659K.
How have Mcdonnell Adels & Klestzick, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcdonnell Adels & Klestzick, PLLC's sponsor-wide assets grew 17.6%, from $9M to $10M.
Which 401(k) plans are similar in size to Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joy Holdings 401(k) Plan in TX ($2M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Mcdonnell Adels & Klestzick, PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 263738384.

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.