401(k) · DOL Form 5500 · 2023

Sean Mccarthy Agency Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
34th
Percentile by assets National rank
$383,810
Avg per participant High balance/head
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Official DOL plan name: Sean Mccarthy Agency Inc. 401(k) Plan · Sponsored by Sean Mccarthy Agency Inc. · New York · Finance & Insurance

$3M in assets, 7 participants

Sean Mccarthy Agency Inc.'s Sean Mccarthy Agency Inc. 401(k) Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,100 in Finance & Insurance (8,869 peers)

Sean Mccarthy Agency Inc. multi-year trail

Sean Mccarthy Agency Inc.'s plans moved +77.5% in assets from 2022 to 2024; this filing shows Sean Mccarthy Agency Inc. 401(k) Plan at $3M / 7 participants.

#2,100
in Finance & Insurance (8,869 peers)
+34.3%
assets growth YoY

Sean Mccarthy Agency Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sean Mccarthy Agency Inc. 401(k) Plan vs every filed plan by assets

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

$2,686,670 34th percentile higher than 34% 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

Sean Mccarthy Agency Inc. 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. Sean Mccarthy Agency Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sean Mccarthy Agency Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $686K in the plan year 2023 filing.
  • Sean Mccarthy Agency Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sean Mccarthy Agency Inc. 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113399907 · Sean Mccarthy Agency Inc. PY 2023 · 401(k)

Sean Mccarthy Agency Inc. 401(k) Plan · $3M · 7 · 34th

  • BOOK $3M
  • BOOK 7
  • BOOK 34th
  • BOOK 401(k)
  • BOOK near Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2100

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 York →

Sean Mccarthy Agency Inc. 401(k) Plan in the asset neighbourhood

Sean Mccarthy Agency Inc. 401(k) PlanSean Mccarthy Agency Inc. 40…$3MSjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing PlanSjoberg Evashenk Consulting,…$3MItv Associates, Inc. Profit Sharing PlanItv Associates, Inc. Profit …$3MZenith Talent 401(k) Plan$3MD. L. Willie Employee Retirement PlanD. L. Willie Employee Retire…$3M
End-of-year total assets ($M) among Sean Mccarthy Agency Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sean Mccarthy Agency Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sean Mccarthy Agency Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 77.52702148720665% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M$4M 202220232024 $2M $3.55M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 7 $3M
2024 1 7 $4M

Sean Mccarthy Agency Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$686K
Employer EIN113399907
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sean Mccarthy Agency Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sean Mccarthy Agency Inc. 401(k) Plan, Total assets ($B): 0.00268667 · Participants: 7Sean Mccarthy Agency Inc. 401(k) 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
Sean Mccarthy Agency Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sean Mccarthy Agency Inc. 401(k) Plan side-by-side with 3 peers →

Sean Mccarthy Agency Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Sean Mccarthy Agency Inc. 401(k) Plan assets move in 2023? ▼
Sean Mccarthy Agency Inc. 401(k) Plan surged - up 34.3% during 2023, from $2M to $3M. Reported net income was $686K.
How have Sean Mccarthy Agency Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sean Mccarthy Agency Inc.'s sponsor-wide assets grew 77.5%, from $2M to $4M.
Which 401(k) plans are similar in size to Sean Mccarthy Agency Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in CA ($3M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Sean Mccarthy Agency Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 113399907.

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.