401(k) · DOL Form 5500 · 2023

Mechanical Services & Design Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
189
Participants Below avg headcount
65th
Percentile by assets National rank
$73,196
Avg per participant Below avg balance/head
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Official DOL plan name: Mechanical Services & Design Inc. 401(k) Plan · Sponsored by Mechanical Services & Design Inc. · Ohio · Construction

$14M in assets, 189 participants

Mechanical Services & Design Inc.'s Mechanical Services & Design Inc. 401(k) Plan reported $14M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,794 in Construction (9,030 peers)

Coverage in Ohio

Mechanical Services & Design Inc. 401(k) Plan covers 189 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $14M.

#5,794
in Construction (9,030 peers)
+29.8%
assets growth YoY

Mechanical Services & Design Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Mechanical Services & Design Inc. 401(k) Plan vs every filed plan by assets

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

$13,834,014 Top 35% higher than 65% 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

Mechanical Services & Design Inc. 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. Mechanical Services & Design Inc. 401(k) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mechanical Services & Design Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mechanical Services & Design Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Mechanical Services & Design Inc. 401(k) Plan reported participants fell from 195 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311105654 · Mechanical Services & Design Inc. PY 2023 · 401(k)

Mechanical Services & Design Inc. 401(k) Plan · $14M · 189 · 65th

  • 5500 $14M
  • 5500 189
  • 5500 65th
  • 5500 401(k)
  • 5500 near Employee Retirement Plan
  • 5500 ind #5794

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 Construction retirement plans → · Plans in Ohio →

Mechanical Services & Design Inc. 401(k) Plan in the asset neighbourhood

Woodmeister Master Builders 401(k) Profit Sharing PlanWoodmeister Master Builders …$14MJdk Management Co. L.P. Employee Savings and Retirement PlanJdk Management Co. L.P. Empl…$14MMechanical Services & Design Inc. 401(k) PlanMechanical Services & Design…$14MEmployee Retirement Plan$14MFriendship Foundation 401(k) PlanFriendship Foundation 401(k)…$14M
End-of-year total assets ($M) among Mechanical Services & Design Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN311105654
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mechanical Services & Design Inc.)

Sponsor-wide plan assets over time

All Mechanical Services & Design Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 53.18539799867247% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.7M $16.3M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 195 $11M
2023 1 189 $14M
2024 1 226 $16M

Nearby 401(k) Plans in Ohio

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

Mechanical Services & Design Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Mechanical Services & Design Inc. 401(k) Plan, Total assets ($B): 0.013834014 · Participants: 189Mechanical Services & Design Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Mechanical Services & Design Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mechanical Services & Design Inc. 401(k) Plan side-by-side with 3 peers →

Mechanical Services & Design Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Employee Retirement Plan in NC ($14M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Mechanical Services & Design Inc. 401(k) Plan assets move in 2023? ▼
Mechanical Services & Design Inc. 401(k) Plan grew sharply - up 29.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have Mechanical Services & Design Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mechanical Services & Design Inc.'s sponsor-wide assets grew 53.2%, from $11M to $16M.
Which 401(k) plans are similar in size to Mechanical Services & Design Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Retirement Plan in NC ($14M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Mechanical Services & Design Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 311105654.

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.