401(k) · DOL Form 5500 · 2023
Mesch, Clark & Rothschild, P.C. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $426,538
- Avg per participant High balance/head
Official DOL plan name: Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan · Sponsored by Mesch, Clark & Rothschild, P.C. · Arizona · Professional & Technical Services
$16M in assets, 37 participants
Mesch, Clark & Rothschild, P.C.'s Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan reported $16M in total assets and 37 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.
- #13,732 in Professional & Technical Services (20,321 peers)
2023 asset change
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan pulled back noticeably 11.2% in 2023 ($18M → $16M) for 37 participants.
- #13,732
- in Professional & Technical Services (20,321 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,781,904 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
Mesch, Clark & Rothschild, P.C. 401(k) 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. Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan reported net income fell from -$1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan reported participants rose from 35 in the plan year 2022 filing to 37 in the plan year 2023 filing.
DOL schedule card
Filing strip 860259262 · Mesch, Clark & Rothschild, P.C. PY 2023 · 401(k)
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan · $16M · 37 · 68th
- EOY $16M
- 5500 37
- ASSETS 68th
- PCT 401(k)
- EIN near Le Claire Manufacturing Co. 401(k) Employee Benefit Plan
- RANK ind #13732
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 Arizona →
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Mesch, Clark & Rothschild, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Mesch, Clark & Rothschild, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 2.2398548941585057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $18M |
| 2023 | 1 | 37 | $16M |
| 2024 | 1 | 35 | $17M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 860259262 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Le Claire Manufacturing Co. 401(k) Employee Benefit Plan in IA ($16M); by covered participants it is Carbon Health 401(k) Plan in CA (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Le Claire Manufacturing Co. 401(k) Employee Benefit Plan (IA) $16M · 208
- Forge Global 401(k) Plan (CA) $16M · 303
- Ussi Global 401(k) Plan (FL) $16M · 191
- Open Dealer Exchange LLC 401(k) Plan (MI) $16M · 177
Similar participant headcount
Nearest other-state filings by covered participants (37 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.