401(k) · DOL Form 5500 · 2023

Humber, Mundie & Mcclary, LLP 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
30th
Percentile by assets National rank
$478,285
Avg per participant High balance/head
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Official DOL plan name: Humber, Mundie & Mcclary, LLP Retirement Plan · Sponsored by Humber, Mundie & Mcclary, LLP · Wisconsin · Professional & Technical Services

$2M in assets, 4 participants

Humber, Mundie & Mcclary, LLP's Humber, Mundie & Mcclary, LLP Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,229 in Professional & Technical Services (20,321 peers)

Humber, Mundie & Mcclary, LLP multi-year trail

Humber, Mundie & Mcclary, LLP's plans moved -26.7% in assets from 2022 to 2024; this filing shows Humber, Mundie & Mcclary, LLP Retirement Plan at $2M / 4 participants.

#5,229
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Humber, Mundie & Mcclary, LLP Retirement Plan among the smaller filed plans by assets

Humber, Mundie & Mcclary, LLP Retirement Plan vs every filed plan by assets

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

$1,913,140 30th percentile higher than 30% 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

Humber, Mundie & Mcclary, LLP Retirement 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. Humber, Mundie & Mcclary, LLP Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Humber, Mundie & Mcclary, LLP Retirement Plan reported net income rose from -$191K in the plan year 2022 filing to $315K in the plan year 2023 filing.
  • Humber, Mundie & Mcclary, LLP Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Humber, Mundie & Mcclary, LLP Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390843904 · Humber, Mundie & Mcclary, LLP PY 2023 · 401(k)

Humber, Mundie & Mcclary, LLP Retirement Plan · $2M · 4 · 30th

  • PART $2M
  • TYPE 4
  • NET 30th
  • BOOK 401(k)
  • VS-ST near Idaho Skin Surgery Center 401(k) Plan
  • BOY ind #5229

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 Wisconsin →

Humber, Mundie & Mcclary, LLP Retirement Plan in the asset neighbourhood

Humber, Mundie & Mcclary, LLP Retirement PlanHumber, Mundie & Mcclary, LL…$2MIdaho Skin Surgery Center 401(k) PlanIdaho Skin Surgery Center 40…$2MTransigma Retirement Plan$2MBreakthru Beverage Illinois Belleville, LLC 401(k) Profit Sharing PlanBreakthru Beverage Illinois …$2MExtreme Scale Solutions 401(k) Profit Sharing Plan & TrustExtreme Scale Solutions 401(…$2M
End-of-year total assets ($M) among Humber, Mundie & Mcclary, LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Humber, Mundie & Mcclary, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Humber, Mundie & Mcclary, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.694238044997793% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.6M $1.17M ▼ -26.9%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 4 $2M
2024 1 4 $1M

Humber, Mundie & Mcclary, LLP filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$315K
Employer EIN390843904
Plan Effective Date2014-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Humber, Mundie & Mcclary, LLP Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Humber, Mundie & Mcclary, LLP Retirement Plan, Total assets ($B): 0.00191314 · Participants: 4Humber, Mundie & Mcclary, LLP Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Humber, Mundie & Mcclary, LLP Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Humber, Mundie & Mcclary, LLP Retirement Plan side-by-side with 3 peers →

Humber, Mundie & Mcclary, LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Idaho Skin Surgery Center 401(k) Plan in ID ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Humber, Mundie & Mcclary, LLP Retirement Plan assets move in 2023? ▼
Humber, Mundie & Mcclary, LLP Retirement Plan grew sharply - up 19.7% during 2023, from $2M to $2M. Reported net income was $315K.
How have Humber, Mundie & Mcclary, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Humber, Mundie & Mcclary, LLP's sponsor-wide assets declined 26.7%, from $2M to $1M.
Which 401(k) plans are similar in size to Humber, Mundie & Mcclary, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Skin Surgery Center 401(k) Plan in ID ($2M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Humber, Mundie & Mcclary, LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 390843904.

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.