401(k) · DOL Form 5500 · 2023

Mcginnis Lochridge LLP 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
131
Participants Small participant base
87th
Percentile by assets National rank
$442,121
Avg per participant High balance/head
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Official DOL plan name: Mcginnis Lochridge LLP Savings Plus Plan · Sponsored by Mcginnis Lochridge LLP · Texas · Professional & Technical Services

$58M in assets, 131 participants

Mcginnis Lochridge LLP's Mcginnis Lochridge LLP Savings Plus Plan reported $58M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,907 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Mcginnis Lochridge LLP Savings Plus Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $58M.

#17,907
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Mcginnis Lochridge LLP Savings Plus Plan's outsized position by total assets

Mcginnis Lochridge LLP Savings Plus Plan vs every filed plan by assets

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

$57,917,904 Top 13% higher than 87% 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

Mcginnis Lochridge LLP Savings Plus 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. Mcginnis Lochridge LLP Savings Plus Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcginnis Lochridge LLP Savings Plus Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mcginnis Lochridge LLP Savings Plus Plan end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Mcginnis Lochridge LLP Savings Plus Plan reported participants rose from 125 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741196349 · Mcginnis Lochridge LLP PY 2023 · 401(k)

Mcginnis Lochridge LLP Savings Plus Plan · $58M · 131 · 87th

  • PCT $58M
  • PCT 131
  • PCT 87th
  • PCT 401(k)
  • PCT near Walters Wholesale Electric Co. 401 (K) Retirement Plan
  • PCT ind #17907

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 Texas →

Mcginnis Lochridge LLP Savings Plus Plan in the asset neighbourhood

Mcginnis Lochridge LLP Savings Plus PlanMcginnis Lochridge LLP Savin…$58MWalters Wholesale Electric Co. 401 (K) Retirement PlanWalters Wholesale Electric C…$58MBank Hapoalim B.M. Employee Savings and Investment PlanBank Hapoalim B.M. Employee …$58MWorld Oil Savings and Retirement PlanWorld Oil Savings and Retire…$58MBlistex Retirement Savings PlanBlistex Retirement Savings P…$58M
End-of-year total assets ($M) among Mcginnis Lochridge LLP Savings Plus Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$8M
Employer EIN741196349
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcginnis Lochridge LLP)

Sponsor-wide plan assets over time

All Mcginnis Lochridge LLP plans reported in each filing year

Latest sponsor-wide plan assets
$65M 29.900933885513957% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $64.6M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 125 $50M
2023 1 131 $58M
2024 1 129 $65M

Nearby 401(k) Plans in Texas

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

Mcginnis Lochridge LLP Savings Plus Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mcginnis Lochridge LLP Savings Plus Plan, Total assets ($B): 0.057917904 · Participants: 131Mcginnis Lochridge LLP Savings Plus PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mcginnis Lochridge LLP Savings Plus Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mcginnis Lochridge LLP Savings Plus Plan side-by-side with 3 peers →

Mcginnis Lochridge LLP Savings Plus Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Walters Wholesale Electric Co. 401 (K) Retirement Plan in CA ($58M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Mcginnis Lochridge LLP Savings Plus Plan assets move in 2023? ▼
Mcginnis Lochridge LLP Savings Plus Plan grew sharply - up 16.5% during 2023, from $50M to $58M. Reported net income was $8M.
How have Mcginnis Lochridge LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcginnis Lochridge LLP's sponsor-wide assets grew 29.9%, from $50M to $65M.
Where does Mcginnis Lochridge LLP Savings Plus Plan rank by assets among Form 5500 filers? ▼
Mcginnis Lochridge LLP Savings Plus Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcginnis Lochridge LLP Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walters Wholesale Electric Co. 401 (K) Retirement Plan in CA ($58M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Mcginnis Lochridge LLP Savings Plus Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 741196349.

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.