401(k) · DOL Form 5500 · 2023
Plunkett Cooney, P.C. 401(k) Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 218
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $387,491
- Avg per participant High balance/head
Official DOL plan name: Plunkett Cooney, P.C. Employees' Profit Sharing Plan · Sponsored by Plunkett Cooney, P.C. · Michigan · Professional & Technical Services
$84M in assets, 218 participants
Plunkett Cooney, P.C.'s Plunkett Cooney, P.C. Employees' Profit Sharing Plan reported $84M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #18,544 in Professional & Technical Services (20,321 peers)
Coverage in Michigan
Plunkett Cooney, P.C. Employees' Profit Sharing Plan covers 218 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $84M.
- #18,544
- in Professional & Technical Services (20,321 peers)
- +17.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Plunkett Cooney, P.C. Employees' Profit Sharing Plan's outsized position by total assets
Plunkett Cooney, P.C. Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,473,043 Top 10% higher than 90% 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
Plunkett Cooney, P.C. Employees' Profit Sharing 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. Plunkett Cooney, P.C. Employees' Profit Sharing Plan sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Plunkett Cooney, P.C. Employees' Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Plunkett Cooney, P.C. Employees' Profit Sharing Plan reported participants fell from 277 in the plan year 2022 filing to 218 in the plan year 2023 filing.
- Plunkett Cooney, P.C. Employees' Profit Sharing Plan end-of-year assets rose from $72M in the plan year 2022 filing to $84M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 381896842 · Plunkett Cooney, P.C. PY 2023 · 401(k)
Plunkett Cooney, P.C. Employees' Profit Sharing Plan · $84M · 218 · 90th
- PART $84M
- PART 218
- PART 90th
- PART 401(k)
- PART near Accolade, Inc. 401(k) Plan
- PART ind #18544
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 Michigan →
Plunkett Cooney, P.C. Employees' Profit Sharing Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $12M |
| Employer EIN | 381896842 |
| Plan Effective Date | 1970-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Plunkett Cooney, P.C.)
Sponsor-wide plan assets over time
All Plunkett Cooney, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 21.673686008252048% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $72M |
| 2023 | 1 | 218 | $84M |
| 2024 | 1 | 201 | $87M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Plunkett Cooney, P.C. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Accolade, Inc. 401(k) Plan in PA ($84M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Accolade, Inc. 401(k) Plan (PA) $84M · 2,222
- Koch Meat Co., Inc. 401(k) Plan (IL) $84M · 6,485
- Morrow Meadows Corporation 401(k) Plan (CA) $85M · 355
- Brock Enterprises, LLC 401(k) Plan (TX) $85M · 6,073
Similar participant headcount
Nearest other-state filings by covered participants (218 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.