401(k) · DOL Form 5500 · 2023

M & R Capital Management Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$271,190
Avg per participant High balance/head
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Official DOL plan name: M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust · Sponsored by M & R Capital Management Inc · New Jersey · Finance & Insurance

$2M in assets, 6 participants

M & R Capital Management Inc's M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,678 in Finance & Insurance (8,869 peers)

M & R Capital Management Inc multi-year trail

M & R Capital Management Inc's plans moved +49.9% in assets from 2022 to 2024; this filing shows M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust at $2M / 6 participants.

#1,678
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,627,137 28th percentile higher than 28% 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

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$102K in the plan year 2022 filing to $287K in the plan year 2023 filing.
  • M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113174053 · M & R Capital Management Inc PY 2023 · 401(k)

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust · $2M · 6 · 28th

  • EOY $2M
  • 5500 6
  • ASSETS 28th
  • PCT 401(k)
  • EIN near Advanced Strategies 401(k) Plan
  • RANK ind #1678

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 New Jersey →

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

M & R Capital Management Inc 401(k) Profit Sharing Plan & TrustM & R Capital Management Inc…$2MAdvanced Strategies 401(k) PlanAdvanced Strategies 401(k) P…$2MKenosha Medical Associates Ltd 401(k) Profit Sharing Plan and TrustKenosha Medical Associates L…$2MCargobarn 401(k) Plan$2MWoo Wang Dds LLC 401(k) Profit Sharing Plan & TrustWoo Wang Dds LLC 401(k) Prof…$2M
End-of-year total assets ($M) among M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

M & R Capital Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All M & R Capital Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 49.87945872114287% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.34M $2.01M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 6 $2M
2024 1 7 $2M

M & R Capital Management Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$287K
Employer EIN113174053
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001627137 · Participants: 6M & R Capital Management Inc 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Advanced Strategies 401(k) Plan in LA ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 21.4% during 2023, from $1M to $2M. Reported net income was $287K.
How have M & R Capital Management Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M & R Capital Management Inc's sponsor-wide assets grew 49.9%, from $1M to $2M.
Which 401(k) plans are similar in size to M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Strategies 401(k) Plan in LA ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to M & R Capital Management Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 113174053.

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.