401(k) · DOL Form 5500 · 2023
Murray & Trettel, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 22
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $81,295
- Avg per participant Below avg balance/head
Official DOL plan name: Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Murray & Trettel, Inc. · Illinois · Professional & Technical Services
$2M in assets, 22 participants
Murray & Trettel, Inc.'s Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #5,042 in Professional & Technical Services (20,321 peers)
2023 asset change
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably 8.8% in 2023 ($2M → $2M) for 22 participants.
- #5,042
- in Professional & Technical Services (20,321 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,788,490 29th percentile higher than 29% 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
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 362540914 · Murray & Trettel, Inc. PY 2023 · 401(k)
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 22 · 29th
- PART $2M
- PART 22
- PART 29th
- PART 401(k)
- PART near Ictt 401(k) and Profit Sharing Plan
- PART ind #5042
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 Illinois →
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Murray & Trettel, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Murray & Trettel, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.3629208012907929% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $2M |
| 2023 | 1 | 22 | $2M |
| 2024 | 1 | 21 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$173K |
| Employer EIN | 362540914 |
| Plan Effective Date | 1969-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Murray & Trettel, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Ictt 401(k) and Profit Sharing Plan in IN ($2M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.