401(k) · DOL Form 5500 · 2023
Mcnees Wallace & Nurick LLC 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $122,243
- Avg per participant Near avg balance/head
Official DOL plan name: Mcnees Wallace & Nurick Associates and of Counsel Savings Plan · Sponsored by Mcnees Wallace & Nurick LLC · Pennsylvania · Professional & Technical Services
$11M in assets, 91 participants
Mcnees Wallace & Nurick LLC's Mcnees Wallace & Nurick Associates and of Counsel Savings Plan reported $11M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #12,140 in Professional & Technical Services (20,321 peers)
Mcnees Wallace & Nurick LLC multi-year trail
Mcnees Wallace & Nurick LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Mcnees Wallace & Nurick Associates and of Counsel Savings Plan at $11M / 91 participants.
- #12,140
- in Professional & Technical Services (20,321 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $997K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,124,086 Top 39% higher than 61% 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
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcnees Wallace & Nurick Associates and of Counsel Savings Plan is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcnees Wallace & Nurick Associates and of Counsel Savings Plan reported net income rose from -$1M in the plan year 2022 filing to -$997K in the plan year 2023 filing.
- Mcnees Wallace & Nurick Associates and of Counsel Savings Plan reported participants rose from 72 in the plan year 2022 filing to 91 in the plan year 2023 filing.
- Mcnees Wallace & Nurick Associates and of Counsel Savings Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231256003 · Mcnees Wallace & Nurick LLC PY 2023 · 401(k)
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan · $11M · 91 · 61st
- VS-ST $11M
- VS-ST 91
- VS-ST 61st
- VS-ST 401(k)
- VS-ST near US Pack Services, LLC 401(k) Plan
- VS-ST ind #12140
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 Pennsylvania →
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan in the asset neighbourhood
Mcnees Wallace & Nurick LLC multi-year asset trail
Sponsor-wide plan assets over time
All Mcnees Wallace & Nurick LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 28.344113878132436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 246 | $90M |
| 2023 | 2 | 282 | $105M |
| 2024 | 2 | 293 | $116M |
Mcnees Wallace & Nurick LLC filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$997K |
| Employer EIN | 231256003 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Mcnees Wallace & Nurick Associates and of Counsel Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is US Pack Services, LLC 401(k) Plan in FL ($11M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- US Pack Services, LLC 401(k) Plan (FL) $11M · 461
- Challenger, Gray & Christmas, Inc. 401(k) Plan (IL) $11M · 194
- Mcgregor Metalworking Companies 401(k) Profit Sharing Plan (OH) $11M · 285
- Sub Pop Records 401(k) Plan (WA) $11M · 64
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Techaspect 401(k) Plan (CA) 91 · 0 off
- Jem Technical 401(k) & Profit Sharing Plan (MN) 91 · 0 off
- Thomas Doll Profit Sharing 401(k) Plan (CA) 91 · 0 off
- Wespac Construction, Inc. 401(k) Plan (AZ) 91 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.