401(k) · DOL Form 5500 · 2023
Mckonly & Asbury, Certified Public Accountants 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $169,224
- Avg per participant Above avg balance/head
Official DOL plan name: Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · Sponsored by Mckonly & Asbury, Certified Public Accountants · Pennsylvania · Professional & Technical Services
$16M in assets, 94 participants
Mckonly & Asbury, Certified Public Accountants's Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported $16M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,769 in Professional & Technical Services (20,321 peers)
Mckonly & Asbury, Certified Public Accountants multi-year trail
Mckonly & Asbury, Certified Public Accountants's plans moved +50.6% in assets from 2022 to 2024; this filing shows Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan at $16M / 94 participants.
- #13,769
- in Professional & Technical Services (20,321 peers)
- +28.3%
- assets growth YoY
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's outsized position by total assets
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,907,016 Top 32% higher than 68% 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
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing 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. Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported participants rose from 89 in the plan year 2022 filing to 94 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231909723 · Mckonly & Asbury, Certified Public Accountants PY 2023 · 401(k)
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · $16M · 94 · 68th
- BOY $16M
- SCH 94
- EBSA 68th
- PART 401(k)
- TYPE near Jack's Family Restaurants/Sfm 401(k)
- NET ind #13769
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 Pennsylvania →
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan in the asset neighbourhood
Mckonly & Asbury, Certified Public Accountants multi-year asset trail
Sponsor-wide plan assets over time
All Mckonly & Asbury, Certified Public Accountants plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 50.62237598213643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $12M |
| 2023 | 1 | 94 | $16M |
| 2024 | 1 | 121 | $19M |
Mckonly & Asbury, Certified Public Accountants filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 231909723 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Jack's Family Restaurants/Sfm 401(k) in AL ($16M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Jack's Family Restaurants/Sfm 401(k) (AL) $16M · 8,756
- Indotronix International Corpo 401(k) Profit Sharing Plan & Trust (NY) $16M · 1,280
- Cydcor LLC 401(k) Plan (CA) $16M · 132
- Quality Supply Chain Co-Op, Inc. 401(k) Retirement Plan (OH) $16M · 69
Similar participant headcount
Nearest other-state filings by covered participants (94 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.