401(k)
2022 plan-year 401(k) DOL Form 5500

Mccandlish Holton, PC 401(k) Profit-Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mccandlish Holton, PC Β· Virginia Β· Professional & Technical Services

What the 2023 filing shows

Mccandlish Holton, PC 401(k) Profit-Sharing Plan holds $19M for 72 participants - about $266,879 per participant, down 0.1% over the 2022 plan year.

$19M
total plan assets (2022 EOY)
72
covered participants
$266,879
avg assets per participant
-0.1%
assets change YoY

The plan reported a net loss of $21K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$19M
Participants
72
State
Industry
Professional & Technical Services

What the Filing Says About Mccandlish Holton, PC 401(k) Profit-Sharing Plan

Mccandlish Holton, PC 401(k) Profit-Sharing Plan is a 401(k) retirement plan sponsored by Mccandlish Holton, PC, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 72 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 541152845, and the plan has been effective since 1984-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $19M at year-end β€” a decline of 0.1%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-21,433 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-21,433
Plan Type401(k)
Employer EIN541152845
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccandlish Holton, PC)

Year Plans Participants Total Assets
2022 1 72 $19M
2023 1 78 $23M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the Mccandlish Holton, PC 401(k) Profit-Sharing Plan?
As of the 2022 Form 5500 filing, Mccandlish Holton, PC 401(k) Profit-Sharing Plan holds $19M in total assets with 72 participants. It is sponsored by Mccandlish Holton, PC.
What type of plan is Mccandlish Holton, PC 401(k) Profit-Sharing Plan?
Mccandlish Holton, PC 401(k) Profit-Sharing Plan is a 401(k) plan. It has been effective since 1984-12-01. The plan is filed with the U.S. Department of Labor under EIN 541152845.
Who sponsors the Mccandlish Holton, PC 401(k) Profit-Sharing Plan?
Mccandlish Holton, PC 401(k) Profit-Sharing Plan is sponsored by Mccandlish Holton, PC, located in Virginia. The sponsor's EIN is 541152845 and the plan operates in the Professional & Technical Services industry.
How did Mccandlish Holton, PC 401(k) Profit-Sharing Plan perform in 2022?
Mccandlish Holton, PC 401(k) Profit-Sharing Plan declined by 0.1% during 2022, moving from $19M to $19M in total assets. Net income was $-21,433.
Where can I find official filings for Mccandlish Holton, PC 401(k) Profit-Sharing Plan?
Official Form 5500 filings for Mccandlish Holton, PC 401(k) Profit-Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541152845 or plan name at efast.dol.gov.
How does Mccandlish Holton, PC 401(k) Profit-Sharing Plan compare to other plans?
You can compare Mccandlish Holton, PC 401(k) Profit-Sharing Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 541152845.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.