401(k) · DOL Form 5500 · 2023
Trish Mcevoy Ltd. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 247
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $32,788
- Avg per participant Low balance/head
Official DOL plan name: Trish Mcevoy Ltd. 401(k) Plan · Sponsored by Trish Mcevoy Ltd. · New Jersey · Wholesale Trade
$8M in assets, 247 participants
Trish Mcevoy Ltd.'s Trish Mcevoy Ltd. 401(k) Plan reported $8M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #2,816 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Trish Mcevoy Ltd. 401(k) Plan covers 247 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.
- #2,816
- in Wholesale Trade (6,309 peers)
- +20.2%
- assets growth YoY
Trish Mcevoy Ltd. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Trish Mcevoy Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,098,574 Top 46% higher than 54% 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
Trish Mcevoy Ltd. 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. Trish Mcevoy Ltd. 401(k) Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trish Mcevoy Ltd. 401(k) Plan reported net income rose from -$938K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Trish Mcevoy Ltd. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Trish Mcevoy Ltd. 401(k) Plan reported participants rose from 207 in the plan year 2022 filing to 247 in the plan year 2023 filing.
DOL schedule card
Filing strip 133085262 · Trish Mcevoy Ltd. PY 2023 · 401(k)
Trish Mcevoy Ltd. 401(k) Plan · $8M · 247 · 54th
- RANK $8M
- RANK 247
- RANK 54th
- RANK 401(k)
- RANK near Zeco Systems, Inc. Retirement Plan
- RANK ind #2816
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 New Jersey →
Trish Mcevoy Ltd. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 133085262 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trish Mcevoy Ltd.)
Sponsor-wide plan assets over time
All Trish Mcevoy Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.21463851916935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $7M |
| 2023 | 1 | 247 | $8M |
| 2024 | 1 | 250 | $9M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Trish Mcevoy Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Zeco Systems, Inc. Retirement Plan in CA ($8M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Zeco Systems, Inc. Retirement Plan (CA) $8M · 217
- Chinburg Builders, Inc. 401(k) Profit Sharing Plan and Trust (NH) $8M · 119
- Mackenzie-Childs 401(k) Plan (NY) $8M · 218
- Jrn, Inc. 401(k) Plan (TN) $8M · 3,255
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Associated Home Care, LLC 401(k) Plan (MA) 247 · 0 off
- Firstcapital Bank of Texas, N. a. (TX) 247 · 0 off
- Interface Engineering Inc. Retirement Plan (OR) 247 · 0 off
- Phoenix Services LLC 401(k) Plan (TX) 247 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.