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
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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

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

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.

See the national 2022→2023 release diff →

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. 401(k) Profit Sharing PlanMccarthy Mcenroe Rosinksi & …$2MBharat Vakharia, M.D., P.C. 401(k) Profit Sharing PlanBharat Vakharia, M.D., P.C. …$2MVector Enterprises Inc. 401(k) PlanVector Enterprises Inc. 401(…$2MGulfside Dental Savings Plan$2MMedical Management, Inc. 401(k) PlanMedical Management, Inc. 401…$2M
End-of-year total assets ($M) among Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$1.5M$2M$2.5M$3M 202220232024 $1.82M $2.49M ▲ +36.8%
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 EIN842482432
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.002184429 · Participants: 8Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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.

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.

Frequently Asked Questions

How did Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan assets move in 2023?
Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan grew sharply - up 19.9% during 2023, from $2M to $2M. Reported net income was $363K.
How have Mccarthy Mcenroe Rosinksi & Joy P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mccarthy Mcenroe Rosinksi & Joy P.C.'s sponsor-wide assets grew 36.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Bharat Vakharia, M.D., P.C. 401(k) Profit Sharing Plan in AL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).