401(k) · DOL Form 5500 · 2023

The Mcclone Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
108
Participants Small participant base
57th
Percentile by assets National rank
$84,928
Avg per participant Below avg balance/head
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Official DOL plan name: The Mcclone Agency, Inc. Savings and Retirement Plan · Sponsored by The Mcclone Agency, Inc. · Wisconsin · Finance & Insurance

$9M in assets, 108 participants

The Mcclone Agency, Inc.'s The Mcclone Agency, Inc. Savings and Retirement Plan reported $9M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,670 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

The Mcclone Agency, Inc. Savings and Retirement Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#3,670
in Finance & Insurance (8,869 peers)
+8.3%
assets growth YoY

The Mcclone Agency, Inc. Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Mcclone Agency, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$9,172,230 Top 43% higher than 57% 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

The Mcclone Agency, Inc. Savings and 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. The Mcclone Agency, Inc. Savings and Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mcclone Agency, Inc. Savings and Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $701K in the plan year 2023 filing.
  • The Mcclone Agency, Inc. Savings and Retirement Plan reported participants rose from 89 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • The Mcclone Agency, Inc. Savings and Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390968993 · The Mcclone Agency, Inc. PY 2023 · 401(k)

The Mcclone Agency, Inc. Savings and Retirement Plan · $9M · 108 · 57th

  • BOOK $9M
  • VS-ST 108
  • BOY 57th
  • SCH 401(k)
  • EBSA near Helical Drilling 401(k) Profit Sharing Plan
  • PART ind #3670

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

The Mcclone Agency, Inc. Savings and Retirement Plan in the asset neighbourhood

The Mcclone Agency, Inc. Savings and Retirement PlanThe Mcclone Agency, Inc. Sav…$9MHelical Drilling 401(k) Profit Sharing PlanHelical Drilling 401(k) Prof…$9MCurtis Brown, Ltd. 401(k) and Profit Sharing PlanCurtis Brown, Ltd. 401(k) an…$9MPark Jeep, Inc. Employee Savings and Profit Sharing PlanPark Jeep, Inc. Employee Sav…$9MThermo King West, Inc. 401(k) PlanThermo King West, Inc. 401(k…$9M
End-of-year total assets ($M) among The Mcclone Agency, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$701K
Employer EIN390968993
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mcclone Agency, Inc.)

Sponsor-wide plan assets over time

All The Mcclone Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.950149672095407% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.47M $11.2M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 108 $9M
2024 1 109 $11M

Nearby 401(k) Plans in Wisconsin

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

The Mcclone Agency, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Mcclone Agency, Inc. Savings and Retirement Plan, Total assets ($B): 0.00917223 · Participants: 108The Mcclone Agency, Inc. Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
The Mcclone Agency, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Mcclone Agency, Inc. Savings and Retirement Plan side-by-side with 3 peers →

The Mcclone Agency, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Helical Drilling 401(k) Profit Sharing Plan in MA ($9M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 The Mcclone Agency, Inc. Savings and Retirement Plan assets move in 2023? ▼
The Mcclone Agency, Inc. Savings and Retirement Plan grew at a solid clip - up 8.3% during 2023, from $8M to $9M. Reported net income was $701K.
How have The Mcclone Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcclone Agency, Inc.'s sponsor-wide assets grew 32.0%, from $8M to $11M.
Which 401(k) plans are similar in size to The Mcclone Agency, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Helical Drilling 401(k) Profit Sharing Plan in MA ($9M, 97 participants).
Which 401(k) plans cover a similar participant headcount to The Mcclone Agency, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 390968993.

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.