401(k) · DOL Form 5500 · 2023
Mcmillan Pazdan Smith, LLC 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 299
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $89,912
- Avg per participant Below avg balance/head
Official DOL plan name: Mcmillan Pazdan Smith, LLC 401(k) Plan · Sponsored by Mcmillan Pazdan Smith, LLC · South Carolina · Professional & Technical Services
$27M in assets, 299 participants
Mcmillan Pazdan Smith, LLC's Mcmillan Pazdan Smith, LLC 401(k) Plan reported $27M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,844 in Professional & Technical Services (20,321 peers)
Where Mcmillan Pazdan Smith, LLC 401(k) Plan sits by assets
Mcmillan Pazdan Smith, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 299 participants (~$89,912/participant), up 17.4% in 2023.
- #15,844
- in Professional & Technical Services (20,321 peers)
- +17.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mcmillan Pazdan Smith, LLC 401(k) Plan's outsized position by total assets
Mcmillan Pazdan Smith, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,883,834 Top 22% higher than 78% 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
Mcmillan Pazdan Smith, LLC 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. Mcmillan Pazdan Smith, LLC 401(k) Plan sits mid-pack in the medium band (299 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcmillan Pazdan Smith, LLC 401(k) Plan reported net income rose from $69K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Mcmillan Pazdan Smith, LLC 401(k) Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Mcmillan Pazdan Smith, LLC 401(k) Plan reported participants rose from 270 in the plan year 2022 filing to 299 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 270813293 · Mcmillan Pazdan Smith, LLC PY 2023 · 401(k)
Mcmillan Pazdan Smith, LLC 401(k) Plan · $27M · 299 · 78th
- PART $27M
- TYPE 299
- NET 78th
- BOOK 401(k)
- VS-ST near Eki Environment & Water, Inc. 401(k) Plan
- BOY ind #15844
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 South Carolina →
Mcmillan Pazdan Smith, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 270813293 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcmillan Pazdan Smith, LLC)
Sponsor-wide plan assets over time
All Mcmillan Pazdan Smith, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 39.700605142169444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 270 | $23M |
| 2023 | 1 | 299 | $27M |
| 2024 | 1 | 288 | $32M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Mcmillan Pazdan Smith, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Eki Environment & Water, Inc. 401(k) Plan in CA ($27M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.
- Sunrise Community Health 401(k) Safe Harbor Plan (CO) 299 · 0 off
- Well Health 401(k) Plan (CA) 299 · 0 off
- Lighthouse Hr Services,LLC 401(k) Plan (FL) 299 · 0 off
- Marion and Polk Schools Credit Union 401(k) Plan (OR) 299 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.