401(k) · DOL Form 5500 · 2023

Munro, Booth & Cutruzzola 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
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Official DOL plan name: Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan · Sponsored by Munro, Booth & Cutruzzola · California · Healthcare & Social Assistance

$3M in assets, 1 participants

Munro, Booth & Cutruzzola's Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,417 in Healthcare & Social Assistance (17,684 peers)

Munro, Booth & Cutruzzola multi-year trail

Munro, Booth & Cutruzzola's plans moved -69.4% in assets from 2022 to 2024; this filing shows Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan at $3M / 1 participant.

#6,417
in Healthcare & Social Assistance (17,684 peers)
-50.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,936,788 35th percentile higher than 35% 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

Munro, Booth & Cutruzzola 401(k) Profit Sharing 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. Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan reported net income fell from -$837K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680415890 · Munro, Booth & Cutruzzola PY 2023 · 401(k)

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan · $3M · 1 · 35th

  • PCT $3M
  • PCT 1
  • PCT 35th
  • PCT 401(k)
  • PCT near Mmcg Retirement Plan
  • PCT ind #6417

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan in the asset neighbourhood

Munro, Booth & Cutruzzola 401(k) Profit Sharing PlanMunro, Booth & Cutruzzola 40…$3MMmcg Retirement Plan$3MWoolrich 401(k) Plan$3MInternal Medicine Clinic 401(k) Profit Sharing PlanInternal Medicine Clinic 401…$3MCse 401(k) Plan$3M
End-of-year total assets ($M) among Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Munro, Booth & Cutruzzola multi-year asset trail

Sponsor-wide plan assets over time

All Munro, Booth & Cutruzzola plans reported in each filing year

Latest sponsor-wide plan assets
$2M 69.43589936805215% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.95M $1.82M ▼ -69.4%
Year Plans Participants Total Assets
2022 1 1 $6M
2023 1 1 $3M
2024 1 N/A $2M

Munro, Booth & Cutruzzola filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$3M
Employer EIN680415890
Plan Effective Date1998-07-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan, Total assets ($B): 0.002936788 · Participants: 1Munro, Booth & Cutruzzola 401(k) Profit Sharing 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
Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan side-by-side with 3 peers →

Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mmcg Retirement Plan in OR ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan assets move in 2023? ▼
Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan contracted severely - down 50.6% during 2023, from $6M to $3M. Reported net income was -$3M.
How have Munro, Booth & Cutruzzola plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Munro, Booth & Cutruzzola's sponsor-wide assets declined 69.4%, from $6M to $2M.
Which 401(k) plans are similar in size to Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmcg Retirement Plan in OR ($3M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Munro, Booth & Cutruzzola 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 680415890.

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.