401(k) · DOL Form 5500 · 2023

J. Bard Mclean, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
45th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: J. Bard Mclean, Inc. 401(k) Profit Sharing Plan · Sponsored by J. Bard Mclean, Inc. · Pennsylvania · Wholesale Trade

$5M in assets, 3 participants

J. Bard Mclean, Inc.'s J. Bard Mclean, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,188 in Wholesale Trade (6,309 peers)

J. Bard Mclean, Inc. multi-year trail

J. Bard Mclean, Inc.'s plans moved +48.5% in assets from 2022 to 2024; this filing shows J. Bard Mclean, Inc. 401(k) Profit Sharing Plan at $5M / 3 participants.

#2,188
in Wholesale Trade (6,309 peers)
+16.8%
assets growth YoY

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,264,744 45th percentile higher than 45% 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

J. Bard Mclean, Inc. 401(k) 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. J. Bard Mclean, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. Bard Mclean, Inc. 401(k) Profit Sharing Plan reported net income rose from -$636K in the plan year 2022 filing to $758K in the plan year 2023 filing.
  • J. Bard Mclean, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231734871 · J. Bard Mclean, Inc. PY 2023 · 401(k)

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan · $5M · 3 · 45th

  • PHOTO $5M
  • IND 3
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust
  • PCT ind #2188

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 Pennsylvania →

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Spokane House of Hose 401(k) Profit Sharing PlanSpokane House of Hose 401(k)…$5MWright Plastic Products 401(k) Employee Savings PlanWright Plastic Products 401(…$5MRevel It, Inc. 401(k) Profit Sharing PlanRevel It, Inc. 401(k) Profit…$5MJ. Bard Mclean, Inc. 401(k) Profit Sharing PlanJ. Bard Mclean, Inc. 401(k) …$5MDominion Payroll Services LLC 401(k) Profit Sharing Plan and TrustDominion Payroll Services LL…$5M
End-of-year total assets ($M) among J. Bard Mclean, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

J. Bard Mclean, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All J. Bard Mclean, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.53907587601306% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.51M $6.69M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 3 $5M
2023 1 3 $5M
2024 1 3 $7M

J. Bard Mclean, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$758K
Employer EIN231734871
Plan Effective Date1972-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants J. Bard Mclean, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005264744 · Participants: 3J. Bard Mclean, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
J. Bard Mclean, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare J. Bard Mclean, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

J. Bard Mclean, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust in VA ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 J. Bard Mclean, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
J. Bard Mclean, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2023, from $5M to $5M. Reported net income was $758K.
How have J. Bard Mclean, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Bard Mclean, Inc.'s sponsor-wide assets grew 48.5%, from $5M to $7M.
Which 401(k) plans are similar in size to J. Bard Mclean, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dominion Payroll Services LLC 401(k) Profit Sharing Plan and Trust in VA ($5M, 161 participants).
Which 401(k) plans cover a similar participant headcount to J. Bard Mclean, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 231734871.

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.