401(k) · DOL Form 5500 · 2023
Maclellan Integrated Services 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,458
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $13,930
- Avg per participant Low balance/head
Official DOL plan name: Maclellan Integrated Services Retirement Plan · Sponsored by Maclellan Integrated Services · Kentucky · Other Services
$20M in assets, 1,458 participants
Maclellan Integrated Services's Maclellan Integrated Services Retirement Plan reported $20M in total assets and 1,458 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,693 in Other Services (7,857 peers)
Coverage in Kentucky
Maclellan Integrated Services Retirement Plan covers 1,458 participants in Kentucky, 2.3x the typical Kentucky plan (state average ~647 per filing). Assets: $20M.
- #6,693
- in Other Services (7,857 peers)
- +35.3%
- assets growth YoY
Maclellan Integrated Services Retirement Plan's outsized position by total assets
Maclellan Integrated Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,310,376 Top 27% higher than 73% 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
Maclellan Integrated Services Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maclellan Integrated Services Retirement Plan lands in the large band (1,458 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Maclellan Integrated Services Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Maclellan Integrated Services Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Maclellan Integrated Services Retirement Plan reported participants rose from 1,289 in the plan year 2022 filing to 1,458 in the plan year 2023 filing.
DOL schedule card
Filing strip 382510037 · Maclellan Integrated Services PY 2023 · 401(k)
Maclellan Integrated Services Retirement Plan · $20M · 1,458 · 73rd
- PART $20M
- PART 1,458
- PART 73rd
- PART 401(k)
- PART near Sterling-Rice Group, Inc. 401(k) Profit Sharing Plan
- PART ind #6693
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 Other Services retirement plans → · Plans in Kentucky →
Maclellan Integrated Services Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $5M |
| Employer EIN | 382510037 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maclellan Integrated Services)
Sponsor-wide plan assets over time
All Maclellan Integrated Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 60.28260187428114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,289 | $15M |
| 2023 | 1 | 1,458 | $20M |
| 2024 | 1 | 1,093 | $24M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Maclellan Integrated Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Sterling-Rice Group, Inc. 401(k) Profit Sharing Plan in CO ($20M); by covered participants it is Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust in OR (1,458 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Sterling-Rice Group, Inc. 401(k) Profit Sharing Plan (CO) $20M · 92
- Carolinas Center for Surgery 401(k) Plan (NC) $20M · 118
- Urban Atelier 401(k) Plan (NY) $20M · 145
- Badger Mutual Insurance Company 401(k) Plan (WI) $20M · 95
Similar participant headcount
Nearest other-state filings by covered participants (1,458 participants); asset peers above are excluded.
- Compass Senior Living LLC 401(k) Profit Sharing Plan & Trust (OR) 1,458 · 0 off
- Rockford Health System Retirement Plan (IL) 1,458 · 0 off
- Koozie Group 401(k) Savings & Investment Plan (FL) 1,458 · 0 off
- Center for Family Services, Inc. 401(k) Salary Reduction Plan (NJ) 1,458 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.