401(k) · DOL Form 5500 · 2023

Montgomery Mccracken Walker & Rhoads LLP 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
104
Participants Small participant base
88th
Percentile by assets National rank
$638,849
Avg per participant High balance/head
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Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · Sponsored by Montgomery Mccracken Walker & Rhoads LLP · Pennsylvania · Professional & Technical Services

$66M in assets, 104 participants

Montgomery Mccracken Walker & Rhoads LLP's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported $66M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,176 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan covers 104 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $66M.

#18,176
in Professional & Technical Services (20,321 peers)
+6.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan's outsized position by total assets

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan vs every filed plan by assets

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

$66,440,266 Top 12% higher than 88% 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

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings 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. Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported participants fell from 112 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan end-of-year assets rose from $63M in the plan year 2022 filing to $66M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230888490 · Montgomery Mccracken Walker & Rhoads LLP PY 2023 · 401(k)

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · $66M · 104 · 88th

  • EBSA $66M
  • PART 104
  • TYPE 88th
  • NET 401(k)
  • BOOK near Karcher North America, Inc. 401(k) Savings Plan
  • VS-ST ind #18176

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 in the asset neighbourhood

Clayton Block Company, Inc. Profit Sharing/401(k) PlanClayton Block Company, Inc. …$66MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings PlanMontgomery, Mccracken, Walke…$66MKarcher North America, Inc. 401(k) Savings PlanKarcher North America, Inc. …$66MTeachers Federal Credit Union Cash or Deferred Compensation PlanTeachers Federal Credit Unio…$66MBasin Electric Power Cooperative Wy/Ne Union 401(k) PlanBasin Electric Power Coopera…$66M
End-of-year total assets ($M) among Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$66M
Net Income$10M
Employer EIN230888490
Plan Effective Date1971-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Montgomery Mccracken Walker & Rhoads LLP)

Sponsor-wide plan assets over time

All Montgomery Mccracken Walker & Rhoads LLP plans reported in each filing year

Latest sponsor-wide plan assets
$102M 23.584095045571672% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $82.4M $102M ▲ +23.6%
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.

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan, Total assets ($B): 0.066440266 · Participants: 104Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings 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
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan side-by-side with 3 peers →

Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Karcher North America, Inc. 401(k) Savings Plan in CO ($66M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan assets move in 2023? ▼
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan grew at a solid clip - up 6.0% during 2023, from $63M to $66M. Reported net income was $10M.
How have Montgomery Mccracken Walker & Rhoads LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Mccracken Walker & Rhoads LLP's sponsor-wide assets grew 23.6%, from $82M to $102M.
Where does Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan ranks in the 88th 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 Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Karcher North America, Inc. 401(k) Savings Plan in CO ($66M, 715 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 230888490.

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.