401(k) · DOL Form 5500 · 2023
Symmes Maini & Mckee Assoc. Inc. 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 211
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $265,616
- Avg per participant High balance/head
Official DOL plan name: Symmes, Maini & Mckee Associates, Inc. 401(k) Plan · Sponsored by Symmes Maini & Mckee Assoc. Inc. · Massachusetts · Professional & Technical Services
$56M in assets, 211 participants
Symmes Maini & Mckee Assoc. Inc.'s Symmes, Maini & Mckee Associates, Inc. 401(k) Plan reported $56M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #17,846 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $56M.
- #17,846
- in Professional & Technical Services (20,321 peers)
- +18.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan's outsized position by total assets
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,044,923 Top 13% higher than 87% 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
Symmes, Maini & Mckee Associates, Inc. 401(k) 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. Symmes, Maini & Mckee Associates, Inc. 401(k) Plan sits mid-pack in the medium band (211 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Symmes, Maini & Mckee Associates, Inc. 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Symmes, Maini & Mckee Associates, Inc. 401(k) Plan end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Symmes, Maini & Mckee Associates, Inc. 401(k) Plan reported participants rose from 198 in the plan year 2022 filing to 211 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042745179 · Symmes Maini & Mckee Assoc. Inc. PY 2023 · 401(k)
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan · $56M · 211 · 87th
- SCH $56M
- EBSA 211
- PART 87th
- TYPE 401(k)
- NET near Harrell's 401(k) & Profit Sharing Plan
- BOOK ind #17846
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 →
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 042745179 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Symmes Maini & Mckee Assoc. Inc.)
Sponsor-wide plan assets over time
All Symmes Maini & Mckee Assoc. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 32.50188726744466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 403 | $61M |
| 2023 | 2 | 398 | $71M |
| 2024 | 2 | 380 | $80M |
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
Symmes, Maini & Mckee Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Harrell's 401(k) & Profit Sharing Plan in FL ($56M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan (OR) 211 · 0 off
- Embrey Management Services, Ltd. 401(k) Plan (TX) 211 · 0 off
- Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan (TX) 211 · 0 off
- Care/of Retirement Plan (NY) 211 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.