401(k) · DOL Form 5500 · 2023

Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
154
Participants Small participant base
91st
Percentile by assets National rank
$653,278
Avg per participant High balance/head
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Official DOL plan name: Mccormick Barstow 401(k) Retirement Plan · Sponsored by Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP · California · Professional & Technical Services

$101M in assets, 154 participants

Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP's Mccormick Barstow 401(k) Retirement Plan reported $101M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,793 in Professional & Technical Services (20,321 peers)

Coverage in California

Mccormick Barstow 401(k) Retirement Plan covers 154 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $101M.

#18,793
in Professional & Technical Services (20,321 peers)
+18.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Mccormick Barstow 401(k) Retirement Plan's outsized position by total assets

Mccormick Barstow 401(k) Retirement Plan vs every filed plan by assets

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

$100,604,818 Top 9% higher than 91% 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

Mccormick Barstow 401(k) Retirement 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. Mccormick Barstow 401(k) Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccormick Barstow 401(k) Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Mccormick Barstow 401(k) Retirement Plan end-of-year assets rose from $85M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Mccormick Barstow 401(k) Retirement Plan reported participants fell from 164 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941262506 · Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP PY 2023 · 401(k)

Mccormick Barstow 401(k) Retirement Plan · $101M · 154 · 91st

  • BOY $101M
  • BOY 154
  • BOY 91st
  • BOY 401(k)
  • BOY near Lendmark 401(k) Plan
  • BOY ind #18793

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 California →

Mccormick Barstow 401(k) Retirement Plan in the asset neighbourhood

Ergotron 401(k) Savings Plan$101MOrigin Bancorp, Inc. Employee Retirement PlanOrigin Bancorp, Inc. Employe…$101MMccormick Barstow 401(k) Retirement PlanMccormick Barstow 401(k) Ret…$101MLendmark 401(k) Plan$101MHeartland Express, Inc. of Iowa 401(k) PlanHeartland Express, Inc. of I…$101M
End-of-year total assets ($M) among Mccormick Barstow 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$101M
Net Income$15M
Employer EIN941262506
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP)

Sponsor-wide plan assets over time

All Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$114M 34.4170674967183% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $85.1M $114M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 164 $85M
2023 1 154 $101M
2024 1 163 $114M

Nearby 401(k) Plans in California

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

Mccormick Barstow 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mccormick Barstow 401(k) Retirement Plan, Total assets ($B): 0.100604818 · Participants: 154Mccormick Barstow 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mccormick Barstow 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mccormick Barstow 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lendmark 401(k) Plan in GA ($101M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Mccormick Barstow 401(k) Retirement Plan assets move in 2023? ▼
Mccormick Barstow 401(k) Retirement Plan grew sharply - up 18.2% during 2023, from $85M to $101M. Reported net income was $15M.
How have Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccormick, Barstow, Sheppard, Wayte & Carruth, LLP's sponsor-wide assets grew 34.4%, from $85M to $114M.
Where does Mccormick Barstow 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mccormick Barstow 401(k) Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mccormick Barstow 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lendmark 401(k) Plan in GA ($101M, 2,046 participants).
Which 401(k) plans cover a similar participant headcount to Mccormick Barstow 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (154 participants, $1M 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 941262506.

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.