401(k) · DOL Form 5500 · 2023

Morse Chevrolet, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
539
Participants Below avg headcount
76th
Percentile by assets National rank
$43,757
Avg per participant Low balance/head
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Official DOL plan name: Mccarthy Retirement Savings Plan · Sponsored by Morse Chevrolet, Inc. · Kansas · Retail Trade

$24M in assets, 539 participants

Morse Chevrolet, Inc.'s Mccarthy Retirement Savings Plan reported $24M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,134 in Retail Trade (8,414 peers)

Where Mccarthy Retirement Savings Plan sits by assets

Mccarthy Retirement Savings Plan sits in the top quartile of all filed plans by assets, $24M for 539 participants (~$43,757/participant), up 10.9% in 2023.

#7,134
in Retail Trade (8,414 peers)
+10.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Mccarthy Retirement Savings Plan's outsized position by total assets

Mccarthy Retirement Savings Plan vs every filed plan by assets

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

$23,584,845 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mccarthy Retirement Savings 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. Mccarthy Retirement Savings Plan sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccarthy Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mccarthy Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Mccarthy Retirement Savings Plan reported participants rose from 515 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 480727552 · Morse Chevrolet, Inc. PY 2023 · 401(k)

Mccarthy Retirement Savings Plan · $24M · 539 · 76th

  • NET $24M
  • NET 539
  • NET 76th
  • NET 401(k)
  • NET near Enercon Industries, Inc. 401(k) Savings Plan
  • NET ind #7134

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 Retail Trade retirement plans → · Plans in Kansas →

Mccarthy Retirement Savings Plan in the asset neighbourhood

Cardinal Industrial Finishes Profit Sharing and Employee Savings PlanCardinal Industrial Finishes…$24MMccarthy Retirement Savings PlanMccarthy Retirement Savings …$24MEnercon Industries, Inc. 401(k) Savings PlanEnercon Industries, Inc. 401…$24MPalomar Technologies, Inc. 401(k) PlanPalomar Technologies, Inc. 4…$24MBurrelles Information Services, LLC 401(k) PlanBurrelles Information Servic…$24M
End-of-year total assets ($M) among Mccarthy Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN480727552
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morse Chevrolet, Inc.)

Sponsor-wide plan assets over time

All Morse Chevrolet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.376053073497783% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.3M $26.7M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 515 $21M
2023 1 539 $24M
2024 1 543 $27M

Nearby 401(k) Plans in Kansas

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

Mccarthy Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mccarthy Retirement Savings Plan, Total assets ($B): 0.023584845 · Participants: 539Mccarthy Retirement Savings PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mccarthy Retirement Savings Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

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

Outside Kansas, the nearest 401(k) by assets is Enercon Industries, Inc. 401(k) Savings Plan in WI ($24M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (539 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.

Frequently Asked Questions

How did Mccarthy Retirement Savings Plan assets move in 2023?
Mccarthy Retirement Savings Plan grew at a solid clip - up 10.9% during 2023, from $21M to $24M. Reported net income was $2M.
How have Morse Chevrolet, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Morse Chevrolet, Inc.'s sponsor-wide assets grew 25.4%, from $21M to $27M.
Where does Mccarthy Retirement Savings Plan rank by assets among Form 5500 filers?
Mccarthy Retirement Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mccarthy Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Enercon Industries, Inc. 401(k) Savings Plan in WI ($24M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Mccarthy Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M in assets).