401(k) · DOL Form 5500 · 2023

Durard, Mckenna & Borg 401(k) Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
4
Participants Small participant base
18th
Percentile by assets National rank
$126,672
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Durard, Mckenna & Borg Profit Sharing Plan · Sponsored by Durard, Mckenna & Borg · California · Professional & Technical Services

$507K in assets, 4 participants

Durard, Mckenna & Borg's Durard, Mckenna & Borg Profit Sharing Plan reported $507K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,757 in Professional & Technical Services (20,321 peers)

Durard, Mckenna & Borg multi-year trail

Durard, Mckenna & Borg's plans moved +29.2% in assets from 2022 to 2024; this filing shows Durard, Mckenna & Borg Profit Sharing Plan at $507K / 4 participants.

#2,757
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

Durard, Mckenna & Borg Profit Sharing Plan among the smaller filed plans by assets

Durard, Mckenna & Borg Profit Sharing Plan vs every filed plan by assets

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

$506,688 18th percentile higher than 18% 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

Durard, Mckenna & Borg Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Durard, Mckenna & Borg Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Durard, Mckenna & Borg Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $115K in the plan year 2023 filing.
  • Durard, Mckenna & Borg Profit Sharing Plan end-of-year assets rose from $392K in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • Durard, Mckenna & Borg Profit Sharing Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942198668 · Durard, Mckenna & Borg PY 2023 · 401(k)

Durard, Mckenna & Borg Profit Sharing Plan · $507K · 4 · 18th

  • SCH $507K
  • SCH 4
  • SCH 18th
  • SCH 401(k)
  • SCH near T&g Kredell Corp. 401(k) Plan
  • SCH ind #2757

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 California →

Durard, Mckenna & Borg Profit Sharing Plan in the asset neighbourhood

Durard, Mckenna & Borg Profit Sharing PlanDurard, Mckenna & Borg Profi…$507KT&g Kredell Corp. 401(k) Plan$507KShisler, Inc. 401(k) Plan$507KMeyer Orchard Management, Inc. 401(k) PlanMeyer Orchard Management, In…$507KCabtec Manufacturing Inc 401(k) Profit Sharing PlanCabtec Manufacturing Inc 401…$507K
End-of-year total assets ($M) among Durard, Mckenna & Borg Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Durard, Mckenna & Borg multi-year asset trail

Sponsor-wide plan assets over time

All Durard, Mckenna & Borg plans reported in each filing year

Latest sponsor-wide plan assets
$507K 29.23043962854614% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M 202220232024 $0.39M $0.51M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 5 $392K
2023 1 4 $507K
2024 1 4 $507K

Durard, Mckenna & Borg filing trail (2023)

Total Assets (Beginning of Year)$392K
Net Assets (End of Year)$507K
Net Income$115K
Employer EIN942198668
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Durard, Mckenna & Borg Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Durard, Mckenna & Borg Profit Sharing Plan, Total assets ($B): 0.000506688 · Participants: 4Durard, Mckenna & Borg 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
Durard, Mckenna & Borg Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Durard, Mckenna & Borg Profit Sharing Plan side-by-side with 3 peers →

Durard, Mckenna & Borg Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is T&g Kredell Corp. 401(k) Plan in WI ($507K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($507K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Durard, Mckenna & Borg Profit Sharing Plan assets move in 2023? ▼
Durard, Mckenna & Borg Profit Sharing Plan grew sharply - up 29.2% during 2023, from $392K to $507K. Reported net income was $115K.
How have Durard, Mckenna & Borg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Durard, Mckenna & Borg's sponsor-wide assets grew 29.2%, from $392K to $507K.
Where does Durard, Mckenna & Borg Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Durard, Mckenna & Borg Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Durard, Mckenna & Borg Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is T&g Kredell Corp. 401(k) Plan in WI ($507K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Durard, Mckenna & Borg Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 942198668.

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.