401(k) · DOL Form 5500 · 2023
Montgomery, Mccracken, Walker & Rhoads 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 61
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $428,458
- Avg per participant High balance/head
Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · Sponsored by Montgomery, Mccracken, Walker & Rhoads · Pennsylvania · Professional & Technical Services
$26M in assets, 61 participants
Montgomery, Mccracken, Walker & Rhoads's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported $26M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #15,754 in Professional & Technical Services (20,321 peers)
Where Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits by assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits in the top quartile of all filed plans by assets, $26M for 61 participants (~$428,458/participant), up 32.4% in 2023.
- #15,754
- in Professional & Technical Services (20,321 peers)
- +32.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates's outsized position by total assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,135,965 Top 23% higher than 77% 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
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates is a small filing (61 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported net income rose from -$1M in the plan year 2022 filing to $499K in the plan year 2023 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported participants rose from 54 in the plan year 2022 filing to 61 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 230888490 · Montgomery, Mccracken, Walker & Rhoads PY 2023 · 401(k)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · $26M · 61 · 77th
- RANK $26M
- PHOTO 61
- IND 77th
- EOY 401(k)
- 5500 near The Windermere 401(k) Plan
- ASSETS ind #15754
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 Pennsylvania →
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $499K |
| Employer EIN | 230888490 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery, Mccracken, Walker & Rhoads)
Sponsor-wide plan assets over time
All Montgomery, Mccracken, Walker & Rhoads plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 23.584095045571672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 166 | $82M |
| 2023 | 2 | 165 | $93M |
| 2024 | 2 | 152 | $102M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is The Windermere 401(k) Plan in WA ($26M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (61 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.