401(k) · DOL Form 5500 · 2023
Magnusson Klemencic Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $366,214
- Avg per participant High balance/head
Official DOL plan name: Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) · Sponsored by Magnusson Klemencic Associates Inc. · Washington · Professional & Technical Services
$72M in assets, 196 participants
Magnusson Klemencic Associates Inc.'s Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported $72M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,291 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) covers 196 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $72M.
- #18,291
- in Professional & Technical Services (20,321 peers)
- +17.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)'s outsized position by total assets
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$71,777,974 Top 11% higher than 89% 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
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) 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. Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) end-of-year assets rose from $61M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported participants rose from 188 in the plan year 2022 filing to 196 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 910861758 · Magnusson Klemencic Associates Inc. PY 2023 · 401(k)
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) · $72M · 196 · 89th
- EIN $72M
- RANK 196
- PHOTO 89th
- IND 401(k)
- EOY near Federal Home Loan Bank of Pittsburgh Defined Contribution Plan
- 5500 ind #18291
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 Washington →
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $11M |
| Employer EIN | 910861758 |
| Plan Effective Date | 1967-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Magnusson Klemencic Associates Inc.)
Sponsor-wide plan assets over time
All Magnusson Klemencic Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.261747687305988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $61M |
| 2023 | 1 | 196 | $72M |
| 2024 | 1 | 150 | $77M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Federal Home Loan Bank of Pittsburgh Defined Contribution Plan in PA ($72M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Logicworks 401(k) Plan (NY) 196 · 0 off
- Oscor Inc. 401(k) Plan (TX) 196 · 0 off
- Oc Auto Team 401(k) Plan (CA) 196 · 0 off
- Bel USA 401(k) Plan (FL) 196 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.