401(k) · DOL Form 5500 · 2023

Charles Mcmurray Company of Fresno 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
131
Participants Small participant base
78th
Percentile by assets National rank
$213,407
Avg per participant Above avg balance/head
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Official DOL plan name: Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan · Sponsored by Charles Mcmurray Company of Fresno · California · Wholesale Trade

$28M in assets, 131 participants

Charles Mcmurray Company of Fresno's Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan reported $28M in total assets and 131 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.

  • #4,877 in Wholesale Trade (6,309 peers)

Coverage in California

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,877
in Wholesale Trade (6,309 peers)
+18.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan's outsized position by total assets

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,956,311 Top 22% higher than 78% 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

Charles Mcmurray Company of Fresno 401(k) Profit Sharing 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. Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941658722 · Charles Mcmurray Company of Fresno PY 2023 · 401(k)

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan · $28M · 131 · 78th

  • 5500 $28M
  • ASSETS 131
  • PCT 78th
  • EIN 401(k)
  • RANK near Psg Equity L.L.C. 401(k) Plan
  • PHOTO ind #4877

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 Wholesale Trade retirement plans → · Plans in California →

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan in the asset neighbourhood

Charles Mcmurray Company of Fresno 401(k) Profit Sharing PlanCharles Mcmurray Company of …$28MPsg Equity L.L.C. 401(k) Plan$28MDks Associates 401(k) Profit Sharing PlanDks Associates 401(k) Profit…$28MSunburst Hospitality Corporation Retirement Savings and Investment PlanSunburst Hospitality Corpora…$28MDistribution Management, Inc. 401(k) PlanDistribution Management, Inc…$28M
End-of-year total assets ($M) among Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN941658722
Plan Effective Date1972-11-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Mcmurray Company of Fresno)

Sponsor-wide plan assets over time

All Charles Mcmurray Company of Fresno plans reported in each filing year

Latest sponsor-wide plan assets
$33M 37.55143699192349% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.7M $32.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 120 $24M
2023 1 131 $28M
2024 1 130 $33M

Nearby 401(k) Plans in California

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

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan, Total assets ($B): 0.027956311 · Participants: 131Charles Mcmurray Company of Fresno 401(k) Profit Sharing 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
Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan side-by-side with 3 peers →

Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Psg Equity L.L.C. 401(k) Plan in MA ($28M); 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 Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan assets move in 2023? ▼
Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan grew sharply - up 18.1% during 2023, from $24M to $28M. Reported net income was $4M.
How have Charles Mcmurray Company of Fresno plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Mcmurray Company of Fresno's sponsor-wide assets grew 37.6%, from $24M to $33M.
Where does Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan ranks in the 78th 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 Charles Mcmurray Company of Fresno 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Psg Equity L.L.C. 401(k) Plan in MA ($28M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Charles Mcmurray Company of Fresno 401(k) Profit Sharing 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 941658722.

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.