401(k) · DOL Form 5500 · 2023

Mcrae Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 8
Participants Small participant base: 53rd
Percentile by assets National rank: $968,071
Avg per participant High balance/head

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Official DOL plan name: Mcrae Management Services, LLC Retirement Savings Plan · Sponsored by Mcrae Management Services, LLC · Arizona · Real Estate

$8M in assets, 8 participants

Mcrae Management Services, LLC's Mcrae Management Services, LLC Retirement Savings Plan reported $8M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#3,383 in Real Estate (4,727 peers)

What the 2023 filing shows

Mcrae Management Services, LLC Retirement Savings Plan holds $8M for 8 participants - about $968,071 per participant, above the median plan by assets.

#3,383
in Real Estate (4,727 peers): +3.3%
assets growth YoY

Mcrae Management Services, LLC Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Mcrae Management Services, LLC Retirement Savings Plan vs every filed plan by assets

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

$7,744,571 Top 47% higher than 53% 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

Mcrae Management Services, LLC Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcrae Management Services, LLC Retirement Savings Plan is a micro filing (8 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mcrae Management Services, LLC Retirement Savings Plan reported net income rose from -$391K in the plan year 2022 filing to $244K in the plan year 2023 filing.
Mcrae Management Services, LLC Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 861025772 · Mcrae Management Services, LLC PY 2023 · 401(k)

Mcrae Management Services, LLC Retirement Savings Plan · $8M · 8 · 53rd

ASSETS $8M
ASSETS 8
ASSETS 53rd
ASSETS 401(k)
ASSETS near Saelens Corporation 401(k) Savings Plan
ASSETS ind #3383

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 Real Estate retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Mcrae Management Services, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$244K
Employer EIN	861025772
Plan Effective Date	1998-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Mcrae Management Services, LLC)

Latest sponsor-wide plan assets: $8M 2.315311621954024% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	8	$8M
2023	1	8	$8M
2024	1	7	$8M

Nearby 401(k) Plans in Arizona

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

Mcrae Management Services, LLC Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Mcrae Management Services, LLC Retirement Savings Plan side-by-side with 3 peers →

Mcrae Management Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Saelens Corporation 401(k) Savings Plan in WI ($8M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Saelens Corporation 401(k) Savings Plan (WI) $8M · 170
Endless Horizons Employee Retirement Plan (NJ) $8M · 461
Pearland Brokerage Inc. 401(k) Profit Sharing Plan and Trust (NY) $8M · 37
Lakeview Health Holdings, Inc 401(k) Plan (FL) $8M · 250

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

Burke Optometry, Inc. 401(k) Plan (CA) 8 · 0 off
Culshaw & Company LLC Employee Savings Plan (OR) 8 · 0 off
Cei 401(k) Profit Sharing Plan & Trust (GA) 8 · 0 off
Scott J. Maslow, D.M.D., P.a. 401(k) Profit Sharing Plan (NJ) 8 · 0 off

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 Mcrae Management Services, LLC Retirement Savings Plan assets move in 2023? ▼

Mcrae Management Services, LLC Retirement Savings Plan edged up modestly - up 3.3% during 2023, from $8M to $8M. Reported net income was $244K.

How have Mcrae Management Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mcrae Management Services, LLC's sponsor-wide assets grew 2.3%, from $8M to $8M.

Which 401(k) plans are similar in size to Mcrae Management Services, LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Saelens Corporation 401(k) Savings Plan in WI ($8M, 170 participants).

Which 401(k) plans cover a similar participant headcount to Mcrae Management Services, LLC Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 861025772.