401(k) · DOL Form 5500 · 2023

Mccarthy & Holthus, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
351
Participants Below avg headcount
69th
Percentile by assets National rank
$46,611
Avg per participant Low balance/head
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Official DOL plan name: Mccarthy & Holthus, LLP 401(k) Retirement Plan · Sponsored by Mccarthy & Holthus, LLP · California · Professional & Technical Services

$16M in assets, 351 participants

Mccarthy & Holthus, LLP's Mccarthy & Holthus, LLP 401(k) Retirement Plan reported $16M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,878 in Professional & Technical Services (20,321 peers)

Mccarthy & Holthus, LLP multi-year trail

Mccarthy & Holthus, LLP's plans moved +35.3% in assets from 2022 to 2024; this filing shows Mccarthy & Holthus, LLP 401(k) Retirement Plan at $16M / 351 participants.

#13,878
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY

Mccarthy & Holthus, LLP 401(k) Retirement Plan's outsized position by total assets

Mccarthy & Holthus, LLP 401(k) Retirement Plan vs every filed plan by assets

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

$16,360,448 Top 31% higher than 69% 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 & Holthus, LLP 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccarthy & Holthus, LLP 401(k) Retirement Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccarthy & Holthus, LLP 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mccarthy & Holthus, LLP 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Mccarthy & Holthus, LLP 401(k) Retirement Plan reported participants rose from 315 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330840381 · Mccarthy & Holthus, LLP PY 2023 · 401(k)

Mccarthy & Holthus, LLP 401(k) Retirement Plan · $16M · 351 · 69th

  • EIN $16M
  • EIN 351
  • EIN 69th
  • EIN 401(k)
  • EIN near Indiana Furniture Companies Employee 401(k) Plan
  • EIN ind #13878

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 California →

Mccarthy & Holthus, LLP 401(k) Retirement Plan in the asset neighbourhood

Mccarthy & Holthus, LLP 401(k) Retirement PlanMccarthy & Holthus, LLP 401(…$16MIndiana Furniture Companies Employee 401(k) PlanIndiana Furniture Companies …$16MSilverton Casino, LLC 401(k) PlanSilverton Casino, LLC 401(k)…$16MLti Technology Solutions 401(k) Profit Sharing Plan & TrustLti Technology Solutions 401…$16MQuincy Recycle Paper Inc. Employees Savings TrustQuincy Recycle Paper Inc. Em…$16M
End-of-year total assets ($M) among Mccarthy & Holthus, LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mccarthy & Holthus, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mccarthy & Holthus, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.25096092115439% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.2M $19.2M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 315 $14M
2023 1 351 $16M
2024 1 353 $19M

Mccarthy & Holthus, LLP filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN330840381
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mccarthy & Holthus, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccarthy & Holthus, LLP 401(k) Retirement Plan, Total assets ($B): 0.016360448 · Participants: 351Mccarthy & Holthus, LLP 401(k) Retirement 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
Mccarthy & Holthus, LLP 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccarthy & Holthus, LLP 401(k) Retirement Plan side-by-side with 3 peers →

Mccarthy & Holthus, LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Indiana Furniture Companies Employee 401(k) Plan in IN ($16M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 & Holthus, LLP 401(k) Retirement Plan assets move in 2023? ▼
Mccarthy & Holthus, LLP 401(k) Retirement Plan grew sharply - up 15.2% during 2023, from $14M to $16M. Reported net income was $2M.
How have Mccarthy & Holthus, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccarthy & Holthus, LLP's sponsor-wide assets grew 35.3%, from $14M to $19M.
Which 401(k) plans are similar in size to Mccarthy & Holthus, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indiana Furniture Companies Employee 401(k) Plan in IN ($16M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy & Holthus, LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 330840381.

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.