401(k) · DOL Form 5500 · 2023

Mcnees Wallace & Nurick LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
191
Participants Below avg headcount
91st
Percentile by assets National rank
$490,255
Avg per participant High balance/head
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Official DOL plan name: Mcnees Wallace & Nurick Savings Plan · Sponsored by Mcnees Wallace & Nurick LLC · Pennsylvania · Professional & Technical Services

$94M in assets, 191 participants

Mcnees Wallace & Nurick LLC's Mcnees Wallace & Nurick Savings Plan reported $94M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,701 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Mcnees Wallace & Nurick Savings Plan covers 191 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $94M.

#18,701
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Mcnees Wallace & Nurick Savings Plan's outsized position by total assets

Mcnees Wallace & Nurick Savings Plan vs every filed plan by assets

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

$93,638,712 Top 9% higher than 91% 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

Mcnees Wallace & Nurick Savings 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. Mcnees Wallace & Nurick Savings Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcnees Wallace & Nurick Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Mcnees Wallace & Nurick Savings Plan end-of-year assets rose from $78M in the plan year 2022 filing to $94M in the plan year 2023 filing.
  • Mcnees Wallace & Nurick Savings Plan reported participants rose from 174 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231256003 · Mcnees Wallace & Nurick LLC PY 2023 · 401(k)

Mcnees Wallace & Nurick Savings Plan · $94M · 191 · 91st

  • PCT $94M
  • PCT 191
  • PCT 91st
  • PCT 401(k)
  • PCT near Sequoia 401(k) Plan
  • PCT ind #18701

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 Savings Plan in the asset neighbourhood

Sequoia 401(k) Plan$94MCore Bts 401(k) Retirement PlanCore Bts 401(k) Retirement P…$94MMcnees Wallace & Nurick Savings PlanMcnees Wallace & Nurick Savi…$94MIchor Systems, Inc. Retirement Savings PlanIchor Systems, Inc. Retireme…$94MBoston Red Sox Retirement and Savings PlanBoston Red Sox Retirement an…$94M
End-of-year total assets ($M) among Mcnees Wallace & Nurick Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$94M
Net Income$15M
Employer EIN231256003
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcnees Wallace & Nurick LLC)

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
$80M$90M$100M$110M$120M 202220232024 $90.3M $116M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 246 $90M
2023 2 282 $105M
2024 2 293 $116M

Nearby 401(k) Plans in Pennsylvania

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

Mcnees Wallace & Nurick Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mcnees Wallace & Nurick Savings Plan, Total assets ($B): 0.093638712 · Participants: 191Mcnees Wallace & Nurick Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mcnees Wallace & Nurick Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mcnees Wallace & Nurick Savings Plan side-by-side with 3 peers →

Mcnees Wallace & Nurick Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sequoia 401(k) Plan in CA ($94M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Mcnees Wallace & Nurick Savings Plan assets move in 2023? ▼
Mcnees Wallace & Nurick Savings Plan grew sharply - up 19.9% during 2023, from $78M to $94M. Reported net income was $15M.
How have Mcnees Wallace & Nurick LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcnees Wallace & Nurick LLC's sponsor-wide assets grew 28.3%, from $90M to $116M.
Where does Mcnees Wallace & Nurick Savings Plan rank by assets among Form 5500 filers? ▼
Mcnees Wallace & Nurick Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mcnees Wallace & Nurick Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sequoia 401(k) Plan in CA ($94M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Mcnees Wallace & Nurick Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 231256003.

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.