401(k) · DOL Form 5500 · 2023

Mcgrath-Colosimo, Ltd. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
180
Participants Small participant base
78th
Percentile by assets National rank
$150,869
Avg per participant Above avg balance/head
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Official DOL plan name: Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · Sponsored by Mcgrath-Colosimo, Ltd. · Illinois · Retail Trade

$27M in assets, 180 participants

Mcgrath-Colosimo, Ltd.'s Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported $27M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,276 in Retail Trade (8,414 peers)

Coverage in Illinois

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust covers 180 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#7,276
in Retail Trade (8,414 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$27,156,507 Top 22% higher than 78% 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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust 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. Mcgrath Lexus 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported participants fell from 186 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363780892 · Mcgrath-Colosimo, Ltd. PY 2023 · 401(k)

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · $27M · 180 · 78th

  • PHOTO $27M
  • PHOTO 180
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near The Classic 401(k) Plan
  • PHOTO ind #7276

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 Retail Trade retirement plans → · Plans in Illinois →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Mcgrath Lexus 401(k) Profit Sharing Plan and TrustMcgrath Lexus 401(k) Profit …$27MGame Show Network 401(k) & Profit Sharing PlanGame Show Network 401(k) & P…$27MThe Classic 401(k) Plan$27MPhb, Inc. Employees Profit Sharing PlanPhb, Inc. Employees Profit S…$27MFirst Community Bank of Tennessee Profit Sharing 401(k) Plan and TrustFirst Community Bank of Tenn…$27M
End-of-year total assets ($M) among Mcgrath Lexus 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN363780892
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgrath-Colosimo, Ltd.)

Sponsor-wide plan assets over time

All Mcgrath-Colosimo, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.51516074344267% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.7M $31.8M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 186 $26M
2023 1 180 $27M
2024 1 174 $32M

Nearby 401(k) Plans in Illinois

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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Mcgrath Lexus 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.027156507 · Participants: 180Mcgrath Lexus 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mcgrath Lexus 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Classic 401(k) Plan in CO ($27M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Mcgrath Lexus 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 5.5% during 2023, from $26M to $27M. Reported net income was $1M.
How have Mcgrath-Colosimo, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgrath-Colosimo, Ltd.'s sponsor-wide assets grew 23.5%, from $26M to $32M.
Where does Mcgrath Lexus 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust ranks in the 78th 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 Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Classic 401(k) Plan in CO ($27M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 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 363780892.

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.