401(k) · DOL Form 5500 · 2023

Mcwhinney Real Estate Services, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 218
Participants Below avg headcount: 69th
Percentile by assets National rank: $74,125
Avg per participant Below avg balance/head

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Official DOL plan name: Mcwhinney 401(k) Plan · Sponsored by Mcwhinney Real Estate Services, Inc. · Colorado · Real Estate

$16M in assets, 218 participants

Mcwhinney Real Estate Services, Inc.'s Mcwhinney 401(k) Plan reported $16M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#3,964 in Real Estate (4,727 peers)

Mcwhinney Real Estate Services, Inc. multi-year trail

Mcwhinney Real Estate Services, Inc.'s plans moved +33.4% in assets from 2022 to 2024; this filing shows Mcwhinney 401(k) Plan at $16M / 218 participants.

#3,964
in Real Estate (4,727 peers): +17.3%
assets growth YoY

Mcwhinney 401(k) Plan's outsized position by total assets

Mcwhinney 401(k) Plan vs every filed plan by assets

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

$16,159,179 Top 31% higher than 69% 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

Mcwhinney 401(k) 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. Mcwhinney 401(k) Plan sits mid-pack in the medium band (218 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mcwhinney 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Mcwhinney 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841278230 · Mcwhinney Real Estate Services, Inc. PY 2023 · 401(k)

Mcwhinney 401(k) Plan · $16M · 218 · 69th

TYPE $16M
TYPE 218
TYPE 69th
TYPE 401(k)
TYPE near Hackerone Inc. Retirement Trust
TYPE ind #3964

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Mcwhinney 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mcwhinney Real Estate Services, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $18M 33.35356311226475% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	216	$14M
2023	1	218	$16M
2024	1	203	$18M

Mcwhinney Real Estate Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	841278230
Plan Effective Date	1995-08-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mcwhinney 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Mcwhinney 401(k) Plan side-by-side with 3 peers →

Mcwhinney 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Hackerone Inc. Retirement Trust in CA ($16M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Hackerone Inc. Retirement Trust (CA) $16M · 260
Reit Management Corp. 401(k) Plan (NY) $16M · 65
J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan (CA) $16M · 158
Leonard Holding Company 401(k) Plan (TX) $16M · 339

Similar participant headcount

Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.

Care Hawaii, Inc. 401(k) Retirement Savings Plan (HI) 218 · 0 off
Dukane Ias, LLC Savings & Investment Plan (IL) 218 · 0 off
Felix Construction Company 401(k) Retirement Plan (AZ) 218 · 0 off
Neil Huffman Volkswagen, Inc. 401(k) Profit Sharing Plan & Trust (KY) 218 · 0 off

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 Mcwhinney 401(k) Plan assets move in 2023? ▼

Mcwhinney 401(k) Plan grew sharply - up 17.3% during 2023, from $14M to $16M. Reported net income was $2M.

How have Mcwhinney Real Estate Services, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mcwhinney Real Estate Services, Inc.'s sponsor-wide assets grew 33.4%, from $14M to $18M.

Which 401(k) plans are similar in size to Mcwhinney 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hackerone Inc. Retirement Trust in CA ($16M, 260 participants).

Which 401(k) plans cover a similar participant headcount to Mcwhinney 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 841278230.