401(k) · DOL Form 5500 · 2023

Mcm Cpas & Advisors LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
313
Participants Below avg headcount
39th
Percentile by assets National rank
$11,984
Avg per participant Low balance/head
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Official DOL plan name: Mcm Cpas & Advisors LLP 401(k) Plan · Sponsored by Mcm Cpas & Advisors LLP · Kentucky · Professional & Technical Services

$4M in assets, 313 participants

Mcm Cpas & Advisors LLP's Mcm Cpas & Advisors LLP 401(k) Plan reported $4M in total assets and 313 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,396 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Mcm Cpas & Advisors LLP 401(k) Plan covers 313 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#7,396
in Professional & Technical Services (20,321 peers)
-93.1%
assets change YoY

The plan reported a net loss of $50M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcm Cpas & Advisors LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mcm Cpas & Advisors LLP 401(k) Plan vs every filed plan by assets

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

$3,751,130 39th percentile higher than 39% 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

Mcm Cpas & Advisors LLP 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. Mcm Cpas & Advisors LLP 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcm Cpas & Advisors LLP 401(k) Plan reported net income fell from -$11M in the plan year 2022 filing to -$50M in the plan year 2023 filing.
  • Mcm Cpas & Advisors LLP 401(k) Plan end-of-year assets fell from $54M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mcm Cpas & Advisors LLP 401(k) Plan reported participants fell from 345 in the plan year 2022 filing to 313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271235638 · Mcm Cpas & Advisors LLP PY 2023 · 401(k)

Mcm Cpas & Advisors LLP 401(k) Plan · $4M · 313 · 39th

  • BOOK $4M
  • VS-ST 313
  • BOY 39th
  • SCH 401(k)
  • EBSA near Bravanti LLC 401(k) Profit Sharing Plan & Trust
  • PART ind #7396

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 Kentucky →

Mcm Cpas & Advisors LLP 401(k) Plan in the asset neighbourhood

Mcm Cpas & Advisors LLP 401(k) PlanMcm Cpas & Advisors LLP 401(…$4MBravanti LLC 401(k) Profit Sharing Plan & TrustBravanti LLC 401(k) Profit S…$4MSmith Automotive Group 401(k) PlanSmith Automotive Group 401(k…$4MNottingham Company 401(k) Profit Sharing Plan & TrustNottingham Company 401(k) Pr…$4MCommunity Living 401(k) Retirement PlanCommunity Living 401(k) Reti…$4M
End-of-year total assets ($M) among Mcm Cpas & Advisors LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$4M
Net Income-$50M
Employer EIN271235638
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcm Cpas & Advisors LLP)

Sponsor-wide plan assets over time

All Mcm Cpas & Advisors LLP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 93.05917487643825% vs 2022
2023 filing year
$0M$20M$40M$60M 20222023 $54M $3.75M ▼ -93.1%
Year Plans Participants Total Assets
2022 1 345 $54M
2023 2 313 $4M

Nearby 401(k) Plans in Kentucky

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

Mcm Cpas & Advisors LLP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Mcm Cpas & Advisors LLP 401(k) Plan, Total assets ($B): 0.00375113 · Participants: 313Mcm Cpas & Advisors LLP 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Mcm Cpas & Advisors LLP 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Mcm Cpas & Advisors LLP 401(k) Plan side-by-side with 3 peers →

Mcm Cpas & Advisors LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Bravanti LLC 401(k) Profit Sharing Plan & Trust in IL ($4M); by covered participants it is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Mcm Cpas & Advisors LLP 401(k) Plan assets move in 2023? ▼
Mcm Cpas & Advisors LLP 401(k) Plan contracted severely - down 93.1% during 2023, from $54M to $4M. Reported net income was -$50M.
How have Mcm Cpas & Advisors LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mcm Cpas & Advisors LLP's sponsor-wide assets declined 93.1%, from $54M to $4M.
Which 401(k) plans are similar in size to Mcm Cpas & Advisors LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bravanti LLC 401(k) Profit Sharing Plan & Trust in IL ($4M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Mcm Cpas & Advisors LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Five Star Transportation, Inc. 401(k) Plan in MA (313 participants, $2M 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 271235638.

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.