401(k) · DOL Form 5500 · 2023

Mcmahon Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
136
Participants Small participant base
81st
Percentile by assets National rank
$256,443
Avg per participant Above avg balance/head
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Official DOL plan name: Mcmahon Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Mcmahon Associates, Inc. · Wisconsin · Professional & Technical Services

$35M in assets, 136 participants

Mcmahon Associates, Inc.'s Mcmahon Associates, Inc. 401(k) Profit Sharing Plan reported $35M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,655 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan covers 136 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#16,655
in Professional & Technical Services (20,321 peers)
+6.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,876,246 Top 19% higher than 81% 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

Mcmahon Associates, Inc. 401(k) Profit Sharing 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. Mcmahon Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcmahon Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mcmahon Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Mcmahon Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 132 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390735791 · Mcmahon Associates, Inc. PY 2023 · 401(k)

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan · $35M · 136 · 81st

  • PCT $35M
  • EIN 136
  • RANK 81st
  • PHOTO 401(k)
  • IND near Cutera, Inc. 401(k) Plan
  • EOY ind #16655

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 Wisconsin →

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mcmahon Associates, Inc. 401(k) Profit Sharing PlanMcmahon Associates, Inc. 401…$35MCutera, Inc. 401(k) Plan$35MWestern Nevada Supply Company 401(k) PlanWestern Nevada Supply Compan…$35MSmartthings 401(k) Plan$35MSmile Doctors Retirement Plan$35M
End-of-year total assets ($M) among Mcmahon Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN390735791
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcmahon Associates, Inc.)

Sponsor-wide plan assets over time

All Mcmahon Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 13.102835521284344% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.9M $37.2M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 132 $33M
2023 1 136 $35M
2024 1 128 $37M

Nearby 401(k) Plans in Wisconsin

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

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mcmahon Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.034876246 · Participants: 136Mcmahon Associates, Inc. 401(k) Profit Sharing 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
Mcmahon Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mcmahon Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mcmahon Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cutera, Inc. 401(k) Plan in CA ($35M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Mcmahon Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mcmahon Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 6.0% during 2023, from $33M to $35M. Reported net income was $2M.
How have Mcmahon Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcmahon Associates, Inc.'s sponsor-wide assets grew 13.1%, from $33M to $37M.
Where does Mcmahon Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mcmahon Associates, Inc. 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcmahon Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cutera, Inc. 401(k) Plan in CA ($35M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Mcmahon Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 390735791.

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.