401(k) · DOL Form 5500 · 2023
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $273,054
- Avg per participant High balance/head
Official DOL plan name: Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan · Sponsored by Mccarthy Mcenroe Rosinksi & Joy P.C. · Pennsylvania · Professional & Technical Services
$2M in assets, 8 participants
Mccarthy Mcenroe Rosinksi & Joy P.C.'s Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,606 in Professional & Technical Services (20,321 peers)
Mccarthy Mcenroe Rosinksi & Joy P.C. multi-year trail
Mccarthy Mcenroe Rosinksi & Joy P.C.'s plans moved +36.6% in assets from 2022 to 2024; this filing shows Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan at $2M / 8 participants.
- #5,606
- in Professional & Technical Services (20,321 peers)
- +19.9%
- assets growth YoY
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,184,429 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing 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. Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan reported net income rose from -$285K in the plan year 2022 filing to $363K in the plan year 2023 filing.
- Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 842482432 · Mccarthy Mcenroe Rosinksi & Joy P.C. PY 2023 · 401(k)
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan · $2M · 8 · 31st
- NET $2M
- BOOK 8
- VS-ST 31st
- BOY 401(k)
- SCH near Bharat Vakharia, M.D., P.C. 401(k) Profit Sharing Plan
- EBSA ind #5606
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 Pennsylvania →
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Mccarthy Mcenroe Rosinksi & Joy P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Mccarthy Mcenroe Rosinksi & Joy P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 36.59725177426662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 8 | $2M |
Mccarthy Mcenroe Rosinksi & Joy P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $363K |
| Employer EIN | 842482432 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Bharat Vakharia, M.D., P.C. 401(k) Profit Sharing Plan in AL ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 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 (8 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.