401(k) · DOL Form 5500 · 2023

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
16
Participants Small participant base
67th
Percentile by assets National rank
$933,983
Avg per participant High balance/head
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Official DOL plan name: Mccracken, Stemerman & Holsberry, LLP 401(k) Plan · Sponsored by Mccracken, Stemerman & Holsberry, LLP · California · Professional & Technical Services

$15M in assets, 16 participants

Mccracken, Stemerman & Holsberry, LLP's Mccracken, Stemerman & Holsberry, LLP 401(k) Plan reported $15M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,504 in Professional & Technical Services (20,321 peers)

Mccracken, Stemerman & Holsberry, LLP multi-year trail

Mccracken, Stemerman & Holsberry, LLP's plans moved -12.3% in assets from 2022 to 2024; this filing shows Mccracken, Stemerman & Holsberry, LLP 401(k) Plan at $15M / 16 participants.

#13,504
in Professional & Technical Services (20,321 peers)
-21.2%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan's outsized position by total assets

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan vs every filed plan by assets

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

$14,943,727 Top 33% higher than 67% 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

Mccracken, Stemerman & Holsberry, LLP 401(k) 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. Mccracken, Stemerman & Holsberry, LLP 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccracken, Stemerman & Holsberry, LLP 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Mccracken, Stemerman & Holsberry, LLP 401(k) Plan reported participants fell from 22 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Mccracken, Stemerman & Holsberry, LLP 401(k) Plan end-of-year assets fell from $19M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941709555 · Mccracken, Stemerman & Holsberry, LLP PY 2023 · 401(k)

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan · $15M · 16 · 67th

  • PHOTO $15M
  • PHOTO 16
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Utility Workers Union of America 401(k) Retirement Plan
  • PHOTO ind #13504

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 California →

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan in the asset neighbourhood

Mccracken, Stemerman & Holsberry, LLP 401(k) PlanMccracken, Stemerman & Holsb…$15MUtility Workers Union of America 401(k) Retirement PlanUtility Workers Union of Ame…$15MMotor Werks 401(k) Plan$15MNorth American Truck & Trailer, Inc 401(k) PlanNorth American Truck & Trail…$15MFirst Bank & Trust Co 401(k) Retirement PlanFirst Bank & Trust Co 401(k)…$15M
End-of-year total assets ($M) among Mccracken, Stemerman & Holsberry, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mccracken, Stemerman & Holsberry, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mccracken, Stemerman & Holsberry, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$17M 12.264987599219955% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $19M $16.6M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 22 $19M
2023 1 16 $15M
2024 1 18 $17M

Mccracken, Stemerman & Holsberry, LLP filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN941709555
Plan Effective Date1978-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccracken, Stemerman & Holsberry, LLP 401(k) Plan, Total assets ($B): 0.014943727 · Participants: 16Mccracken, Stemerman & Holsberry, LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mccracken, Stemerman & Holsberry, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccracken, Stemerman & Holsberry, LLP 401(k) Plan side-by-side with 3 peers →

Mccracken, Stemerman & Holsberry, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Utility Workers Union of America 401(k) Retirement Plan in DC ($15M); by covered participants it is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Mccracken, Stemerman & Holsberry, LLP 401(k) Plan assets move in 2023? ▼
Mccracken, Stemerman & Holsberry, LLP 401(k) Plan declined sharply - down 21.2% during 2023, from $19M to $15M. Reported net income was -$4M.
How have Mccracken, Stemerman & Holsberry, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccracken, Stemerman & Holsberry, LLP's sponsor-wide assets declined 12.3%, from $19M to $17M.
Which 401(k) plans are similar in size to Mccracken, Stemerman & Holsberry, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utility Workers Union of America 401(k) Retirement Plan in DC ($15M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Mccracken, Stemerman & Holsberry, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Parts Express, Inc. 401(k) Plan in TN (16 participants, $1M 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 941709555.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.