401(k) · DOL Form 5500 · 2023
McDonald's and Simmons PC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $410,505
- Avg per participant High balance/head
Official DOL plan name: McDonald's and Simmons PC 401(k) Plan and Trust · Sponsored by McDonald's and Simmons PC · Texas · Professional & Technical Services
$3M in assets, 8 participants
McDonald's and Simmons PC's McDonald's and Simmons PC 401(k) Plan and Trust reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,918 in Professional & Technical Services (20,321 peers)
2023 asset change
McDonald's and Simmons PC 401(k) Plan and Trust declined sharply 15.1% in 2023 ($4M → $3M) for 8 participants.
- #6,918
- in Professional & Technical Services (20,321 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $585K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
McDonald's and Simmons PC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
McDonald's and Simmons PC 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,284,041 37th percentile higher than 37% 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
McDonald's and Simmons PC 401(k) Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. McDonald's and Simmons PC 401(k) Plan and Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- McDonald's and Simmons PC 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to -$585K in the plan year 2023 filing.
- McDonald's and Simmons PC 401(k) Plan and Trust reported participants fell from 17 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- McDonald's and Simmons PC 401(k) Plan and Trust end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 752268179 · McDonald's and Simmons PC PY 2023 · 401(k)
McDonald's and Simmons PC 401(k) Plan and Trust · $3M · 8 · 37th
- SCH $3M
- EBSA 8
- PART 37th
- TYPE 401(k)
- NET near Security Signals, Inc. 401(k) Profit Sharing Plan
- BOOK ind #6918
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 Texas →
McDonald's and Simmons PC 401(k) Plan and Trust in the asset neighbourhood
McDonald's and Simmons PC years around the 2023 move
Sponsor-wide plan assets over time
All McDonald's and Simmons PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.43483370087069% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $4M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 11 | $4M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$585K |
| Employer EIN | 752268179 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
McDonald's and Simmons PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Security Signals, Inc. 401(k) Profit Sharing Plan in TN ($3M); 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 ($3M 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.