401(k) · DOL Form 5500 · 2023

Mcgraw Insurance Services, LP 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
200
Participants Below avg headcount
79th
Percentile by assets National rank
$151,041
Avg per participant Above avg balance/head
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Official DOL plan name: The Mcgraw Group of Affiliated Companies 401(k) Plan · Sponsored by Mcgraw Insurance Services, LP · California · Finance & Insurance

$30M in assets, 200 participants

Mcgraw Insurance Services, LP's The Mcgraw Group of Affiliated Companies 401(k) Plan reported $30M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,062 in Finance & Insurance (8,869 peers)

Coverage in California

The Mcgraw Group of Affiliated Companies 401(k) Plan covers 200 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $30M.

#6,062
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mcgraw Group of Affiliated Companies 401(k) Plan's outsized position by total assets

The Mcgraw Group of Affiliated Companies 401(k) Plan vs every filed plan by assets

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

$30,208,257 Top 21% higher than 79% 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

The Mcgraw Group of Affiliated Companies 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. The Mcgraw Group of Affiliated Companies 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mcgraw Group of Affiliated Companies 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Mcgraw Group of Affiliated Companies 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • The Mcgraw Group of Affiliated Companies 401(k) Plan reported participants rose from 193 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 472574722 · Mcgraw Insurance Services, LP PY 2023 · 401(k)

The Mcgraw Group of Affiliated Companies 401(k) Plan · $30M · 200 · 79th

  • PART $30M
  • TYPE 200
  • NET 79th
  • BOOK 401(k)
  • VS-ST near Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan
  • BOY ind #6062

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 Finance & Insurance retirement plans → · Plans in California →

The Mcgraw Group of Affiliated Companies 401(k) Plan in the asset neighbourhood

The Mcgraw Group of Affiliated Companies 401(k) PlanThe Mcgraw Group of Affiliat…$30MCoca-Cola Consolidated, Inc. Bargaining Employees 401(k) PlanCoca-Cola Consolidated, Inc.…$30MSendik's Food Market Retirement PlanSendik's Food Market Retirem…$30MCarl Marks & Co., Inc Retirement Savings PlanCarl Marks & Co., Inc Retire…$30MAmoco Federal Credit Union Capital Accumulation PlanAmoco Federal Credit Union C…$30M
End-of-year total assets ($M) among The Mcgraw Group of Affiliated Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN472574722
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgraw Insurance Services, LP)

Sponsor-wide plan assets over time

All Mcgraw Insurance Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 40.433275613820086% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $36.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 193 $26M
2023 1 200 $30M
2024 1 201 $36M

Nearby 401(k) Plans in California

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

The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Mcgraw Group of Affiliated Companies 401(k) Plan, Total assets ($B): 0.030208257 · Participants: 200The Mcgraw Group of Affiliated Companies 401(k) 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
The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Mcgraw Group of Affiliated Companies 401(k) Plan side-by-side with 3 peers →

The Mcgraw Group of Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan in NC ($30M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 The Mcgraw Group of Affiliated Companies 401(k) Plan assets move in 2023? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan grew sharply - up 17.5% during 2023, from $26M to $30M. Reported net income was $5M.
How have Mcgraw Insurance Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgraw Insurance Services, LP's sponsor-wide assets grew 40.4%, from $26M to $36M.
Where does The Mcgraw Group of Affiliated Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan ranks in the 79th 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 The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan in NC ($30M, 1,391 participants).
Which 401(k) plans cover a similar participant headcount to The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 472574722.

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.