401(k) · DOL Form 5500 · 2023
Mcnamara/Salvia, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $183,289
- Avg per participant Above avg balance/head
Official DOL plan name: Mcnamara/Salvia, Inc. 401(k) Plan and Trust · Sponsored by Mcnamara/Salvia, Inc. · Massachusetts · Professional & Technical Services
$29M in assets, 157 participants
Mcnamara/Salvia, Inc.'s Mcnamara/Salvia, Inc. 401(k) Plan and Trust reported $29M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #16,060 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Mcnamara/Salvia, Inc. 401(k) Plan and Trust covers 157 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.
- #16,060
- in Professional & Technical Services (20,321 peers)
- +18.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mcnamara/Salvia, Inc. 401(k) Plan and Trust's outsized position by total assets
Mcnamara/Salvia, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,776,371 Top 21% higher than 79% 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
Mcnamara/Salvia, Inc. 401(k) Plan and Trust 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. Mcnamara/Salvia, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcnamara/Salvia, Inc. 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Mcnamara/Salvia, Inc. 401(k) Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Mcnamara/Salvia, Inc. 401(k) Plan and Trust reported participants rose from 144 in the plan year 2022 filing to 157 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042988134 · Mcnamara/Salvia, Inc. PY 2023 · 401(k)
Mcnamara/Salvia, Inc. 401(k) Plan and Trust · $29M · 157 · 79th
- 5500 $29M
- 5500 157
- 5500 79th
- 5500 401(k)
- 5500 near McDonald's Transit, Inc. 401(k) Retirement Plan
- 5500 ind #16060
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 Massachusetts →
Mcnamara/Salvia, Inc. 401(k) Plan and Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $5M |
| Employer EIN | 042988134 |
| Plan Effective Date | 1989-05-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcnamara/Salvia, Inc.)
Sponsor-wide plan assets over time
All Mcnamara/Salvia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 30.74979734732138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $24M |
| 2023 | 1 | 157 | $29M |
| 2024 | 1 | 136 | $32M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Mcnamara/Salvia, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is McDonald's Transit, Inc. 401(k) Retirement Plan in TX ($29M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Atticus Bakery, LLC 401(k) Profit Sharing Plan (CT) 157 · 0 off
- Powerhouse Animation 401(k) Plan (TX) 157 · 0 off
- Cis Group, LLC 401(k) Plan (TX) 157 · 0 off
- Jenkins & Wynne, Inc. 401(k) Retirement Plan (TN) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.