401(k) · DOL Form 5500 · 2023

Belin Mccormick, P.C. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
38
Participants Small participant base
73rd
Percentile by assets National rank
$532,433
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Belin Mccormick, P.C. 401(k) Retirement Plan · Sponsored by Belin Mccormick, P.C. · Iowa · Professional & Technical Services

$20M in assets, 38 participants

Belin Mccormick, P.C.'s Belin Mccormick, P.C. 401(k) Retirement Plan reported $20M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,779 in Professional & Technical Services (20,321 peers)

2023 asset change

Belin Mccormick, P.C. 401(k) Retirement Plan pulled back noticeably 11.2% in 2023 ($23M → $20M) for 38 participants.

#14,779
in Professional & Technical Services (20,321 peers)
-11.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Belin Mccormick, P.C. 401(k) Retirement Plan's outsized position by total assets

Belin Mccormick, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$20,232,465 Top 27% higher than 73% 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

Belin Mccormick, P.C. 401(k) Retirement 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. Belin Mccormick, P.C. 401(k) Retirement Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belin Mccormick, P.C. 401(k) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Belin Mccormick, P.C. 401(k) Retirement Plan reported participants fell from 45 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • Belin Mccormick, P.C. 401(k) Retirement Plan end-of-year assets fell from $23M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421260002 · Belin Mccormick, P.C. PY 2023 · 401(k)

Belin Mccormick, P.C. 401(k) Retirement Plan · $20M · 38 · 73rd

  • EBSA $20M
  • EBSA 38
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Bank of the Pacific 401(k) Plan
  • EBSA ind #14779

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 Iowa →

Belin Mccormick, P.C. 401(k) Retirement Plan in the asset neighbourhood

Belin Mccormick, P.C. 401(k) Retirement PlanBelin Mccormick, P.C. 401(k)…$20MBank of the Pacific 401(k) PlanBank of the Pacific 401(k) P…$20MMaloney & Novotny LLC 401(k) Savings Plan and TrustMaloney & Novotny LLC 401(k)…$20MRising Medical Solutions, Inc. 401(k) PlanRising Medical Solutions, In…$20MNaylor, LLC Retirement Savings PlanNaylor, LLC Retirement Savin…$20M
End-of-year total assets ($M) among Belin Mccormick, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belin Mccormick, P.C. years around the 2023 move

Sponsor-wide plan assets over time

All Belin Mccormick, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 4.098398224993443% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $22.8M $21.8M ▼ -4.1%
Year Plans Participants Total Assets
2022 1 45 $23M
2023 1 38 $20M
2024 1 44 $22M

2023 asset-move particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN421260002
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Belin Mccormick, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Belin Mccormick, P.C. 401(k) Retirement Plan, Total assets ($B): 0.020232465 · Participants: 38Belin Mccormick, P.C. 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Belin Mccormick, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Belin Mccormick, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Belin Mccormick, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Bank of the Pacific 401(k) Plan in WA ($20M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 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 (38 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 Belin Mccormick, P.C. 401(k) Retirement Plan assets move in 2023? ▼
Belin Mccormick, P.C. 401(k) Retirement Plan pulled back noticeably - down 11.2% during 2023, from $23M to $20M. Reported net income was -$3M.
How have Belin Mccormick, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belin Mccormick, P.C.'s sponsor-wide assets declined 4.1%, from $23M to $22M.
Which 401(k) plans are similar in size to Belin Mccormick, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of the Pacific 401(k) Plan in WA ($20M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Belin Mccormick, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 421260002.

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.