401(k) · DOL Form 5500 · 2023

Mcrae, Smith, Peek, Harman & Monroe, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 31
Participants Small participant base: 60th
Percentile by assets National rank: $343,267
Avg per participant High balance/head

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Official DOL plan name: Msp Retirement Plan · Sponsored by Mcrae, Smith, Peek, Harman & Monroe, LLP · Georgia · Professional & Technical Services

$11M in assets, 31 participants

Mcrae, Smith, Peek, Harman & Monroe, LLP's Msp Retirement Plan reported $11M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#11,935 in Professional & Technical Services (20,321 peers)

Mcrae, Smith, Peek, Harman & Monroe, LLP multi-year trail

Mcrae, Smith, Peek, Harman & Monroe, LLP's plans moved +40.8% in assets from 2022 to 2024; this filing shows Msp Retirement Plan at $11M / 31 participants.

#11,935
in Professional & Technical Services (20,321 peers): +18.4%
assets growth YoY

Msp Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Msp Retirement Plan vs every filed plan by assets

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

$10,641,286 Top 40% higher than 60% 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

Msp Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msp Retirement Plan is a small filing (31 participants) on this national headcount ladder.

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%)

Msp Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Msp Retirement Plan reported participants rose from 26 in the plan year 2022 filing to 31 in the plan year 2023 filing.
Msp Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581091188 · Mcrae, Smith, Peek, Harman & Monroe, LLP PY 2023 · 401(k)

Msp Retirement Plan · $11M · 31 · 60th

SCH $11M
SCH 31
SCH 60th
SCH 401(k)
SCH near Nybg Retirement Plan
SCH ind #11935

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 Georgia →

End-of-year total assets ($M) among Msp Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mcrae, Smith, Peek, Harman & Monroe, LLP multi-year asset trail

Latest sponsor-wide plan assets: $13M 40.80326741531025% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	26	$9M
2023	1	31	$11M
2024	1	30	$13M

Mcrae, Smith, Peek, Harman & Monroe, LLP filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	581091188
Plan Effective Date	1969-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Msp Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Msp Retirement Plan side-by-side with 3 peers →

Msp Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nybg Retirement Plan in NY ($11M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Nybg Retirement Plan (NY) $11M · 407
Fsg, Inc. 401(k) Plan (MA) $11M · 78
Heinzen, LLC 401(k) Plan (CA) $11M · 91
DC Engineering 401(k) Plan (ID) $11M · 172

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

Southeastern Plastic Surgery, Inc. 401(k) Plan (FL) 31 · 0 off
J.a. Marketing, Inc. 401(k) Profit Sharing Plan (OR) 31 · 0 off
Eye Physicians & Surgeons Ltd Profit-Sharing Plan (PA) 31 · 0 off
Fiat Lux Ventures Inc 401(k) Plan (FL) 31 · 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 Msp Retirement Plan assets move in 2023? ▼

Msp Retirement Plan grew sharply - up 18.4% during 2023, from $9M to $11M. Reported net income was $2M.

How have Mcrae, Smith, Peek, Harman & Monroe, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mcrae, Smith, Peek, Harman & Monroe, LLP's sponsor-wide assets grew 40.8%, from $9M to $13M.

Which 401(k) plans are similar in size to Msp Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nybg Retirement Plan in NY ($11M, 407 participants).

Which 401(k) plans cover a similar participant headcount to Msp Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M 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 581091188.