401(k) · DOL Form 5500 · 2023

Mcafee & Taft a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
252
Participants Below avg headcount
94th
Percentile by assets National rank
$608,011
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcafee & Taft Retirement Plan · Sponsored by Mcafee & Taft a Professional Corporation · Oklahoma · Professional & Technical Services

$153M in assets, 252 participants

Mcafee & Taft a Professional Corporation's Mcafee & Taft Retirement Plan reported $153M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,271 in Professional & Technical Services (20,321 peers)

Coverage in Oklahoma

Mcafee & Taft Retirement Plan covers 252 participants in Oklahoma, about 33% of the average Oklahoma filer (state average ~760 per filing). Assets: $153M.

#19,271
in Professional & Technical Services (20,321 peers)
+23.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Mcafee & Taft Retirement Plan's outsized position by total assets

Mcafee & Taft Retirement Plan vs every filed plan by assets

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

$153,218,894 Top 6% higher than 94% 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

Mcafee & Taft Retirement 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. Mcafee & Taft Retirement Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcafee & Taft Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Mcafee & Taft Retirement Plan end-of-year assets rose from $124M in the plan year 2022 filing to $153M in the plan year 2023 filing.
  • Mcafee & Taft Retirement Plan reported participants fell from 256 in the plan year 2022 filing to 252 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 730781676 · Mcafee & Taft a Professional Corporation PY 2023 · 401(k)

Mcafee & Taft Retirement Plan · $153M · 252 · 94th

  • IND $153M
  • IND 252
  • IND 94th
  • IND 401(k)
  • IND near Kramer Levin Associates Savings & Investment Plan
  • IND ind #19271

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 Oklahoma →

Mcafee & Taft Retirement Plan in the asset neighbourhood

Seh America, Inc. Employee Benefit Savings PlanSeh America, Inc. Employee B…$153MAllan Myers Hourly Retirement PlanAllan Myers Hourly Retiremen…$153MSynthomer Savings Plan$153MMcafee & Taft Retirement Plan$153MKramer Levin Associates Savings & Investment PlanKramer Levin Associates Savi…$153M
End-of-year total assets ($M) among Mcafee & Taft Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$153M
Net Income$29M
Employer EIN730781676
Plan Effective Date1971-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcafee & Taft a Professional Corporation)

Sponsor-wide plan assets over time

All Mcafee & Taft a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$183M 47.7052424683547% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $124M $183M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 256 $124M
2023 1 252 $153M
2024 1 311 $183M

Nearby 401(k) Plans in Oklahoma

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

Mcafee & Taft Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mcafee & Taft Retirement Plan, Total assets ($B): 0.153218894 · Participants: 252Mcafee & Taft Retirement PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Mcafee & Taft Retirement Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Mcafee & Taft Retirement Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest 401(k) by assets is Kramer Levin Associates Savings & Investment Plan in NY ($153M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Mcafee & Taft Retirement Plan assets move in 2023? ▼
Mcafee & Taft Retirement Plan grew sharply - up 23.4% during 2023, from $124M to $153M. Reported net income was $29M.
How have Mcafee & Taft a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcafee & Taft a Professional Corporation's sponsor-wide assets grew 47.7%, from $124M to $183M.
Where does Mcafee & Taft Retirement Plan rank by assets among Form 5500 filers? ▼
Mcafee & Taft Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mcafee & Taft Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kramer Levin Associates Savings & Investment Plan in NY ($153M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Mcafee & Taft Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 730781676.

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.