401(k) · DOL Form 5500 · 2023
Mcgrann Shea Carnival Straughn & Lamb Chtd. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 22
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan · Sponsored by Mcgrann Shea Carnival Straughn & Lamb Chtd. · Minnesota · Professional & Technical Services
$26M in assets, 22 participants
Mcgrann Shea Carnival Straughn & Lamb Chtd.'s Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan reported $26M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,740 in Professional & Technical Services (20,321 peers)
Where Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan sits by assets
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan sits in the top quartile of all filed plans by assets, $26M for 22 participants (~$1.2M/participant), up 20.5% in 2023.
- #15,740
- in Professional & Technical Services (20,321 peers)
- +20.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan's outsized position by total assets
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,037,070 Top 23% higher than 77% 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
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan is a small filing (22 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 411654544 · Mcgrann Shea Carnival Straughn & Lamb Chtd. PY 2023 · 401(k)
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan · $26M · 22 · 77th
- 5500 $26M
- 5500 22
- 5500 77th
- 5500 401(k)
- 5500 near Kymera International 401(k) Plan
- 5500 ind #15740
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 Minnesota →
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 411654544 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcgrann Shea Carnival Straughn & Lamb Chtd.)
Sponsor-wide plan assets over time
All Mcgrann Shea Carnival Straughn & Lamb Chtd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7K 99.96753412816243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $22M |
| 2023 | 1 | 22 | $26M |
| 2024 | 2 | 11 | $7K |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Mcgrann Shea Carnival Straughn & Lamb, Chartered Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Kymera International 401(k) Plan in NC ($26M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (22 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.