401(k) · DOL Form 5500 · 2023

Macfarlane Partners Investment Management, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
56th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Macfarlane Partners Investment Management 401(k) Plan · Sponsored by Macfarlane Partners Investment Management, LLC · California · Real Estate

$9M in assets, 9 participants

Macfarlane Partners Investment Management, LLC's Macfarlane Partners Investment Management 401(k) Plan reported $9M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,508 in Real Estate (4,727 peers)

Macfarlane Partners Investment Management, LLC multi-year trail

Macfarlane Partners Investment Management, LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Macfarlane Partners Investment Management 401(k) Plan at $9M / 9 participants.

#3,508
in Real Estate (4,727 peers)
+12.1%
assets growth YoY

Macfarlane Partners Investment Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Macfarlane Partners Investment Management 401(k) Plan vs every filed plan by assets

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

$9,027,892 Top 44% higher than 56% 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

Macfarlane Partners Investment Management 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. Macfarlane Partners Investment Management 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macfarlane Partners Investment Management 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $971K in the plan year 2023 filing.
  • Macfarlane Partners Investment Management 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Macfarlane Partners Investment Management 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205793850 · Macfarlane Partners Investment Management, LLC PY 2023 · 401(k)

Macfarlane Partners Investment Management 401(k) Plan · $9M · 9 · 56th

  • EIN $9M
  • RANK 9
  • PHOTO 56th
  • IND 401(k)
  • EOY near Freedom Electronics LLC 401(k) Plan
  • 5500 ind #3508

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 Real Estate retirement plans → · Plans in California →

Macfarlane Partners Investment Management 401(k) Plan in the asset neighbourhood

Macfarlane Partners Investment Management 401(k) PlanMacfarlane Partners Investme…$9MFreedom Electronics LLC 401(k) PlanFreedom Electronics LLC 401(…$9MCraftmark Bakery, LLC 401(k) PlanCraftmark Bakery, LLC 401(k)…$9MRhino Foods, Inc. 401(k) Plan$9MCape Coral Emergency Physicians 401(k) Profit Sharing PlanCape Coral Emergency Physici…$9M
End-of-year total assets ($M) among Macfarlane Partners Investment Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Macfarlane Partners Investment Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Macfarlane Partners Investment Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 20.949484347463642% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $8.06M $9.74M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 8 $8M
2023 1 9 $9M
2024 1 9 $10M

Macfarlane Partners Investment Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$971K
Employer EIN205793850
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Macfarlane Partners Investment Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Macfarlane Partners Investment Management 401(k) Plan, Total assets ($B): 0.009027892 · Participants: 9Macfarlane Partners Investment Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Macfarlane Partners Investment Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Macfarlane Partners Investment Management 401(k) Plan side-by-side with 3 peers →

Macfarlane Partners Investment Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Freedom Electronics LLC 401(k) Plan in GA ($9M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Macfarlane Partners Investment Management 401(k) Plan assets move in 2023? ▼
Macfarlane Partners Investment Management 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $8M to $9M. Reported net income was $971K.
How have Macfarlane Partners Investment Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macfarlane Partners Investment Management, LLC's sponsor-wide assets grew 20.9%, from $8M to $10M.
Which 401(k) plans are similar in size to Macfarlane Partners Investment Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freedom Electronics LLC 401(k) Plan in GA ($9M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Macfarlane Partners Investment Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 205793850.

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.