401(k) · DOL Form 5500 · 2023
Mcgill Associates, P.a. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $127,958
- Avg per participant Near avg balance/head
Official DOL plan name: Mcgill Associates, P.a. Psp and Trust · Sponsored by Mcgill Associates, P.a. · North Carolina · Professional & Technical Services
$18M in assets, 144 participants
Mcgill Associates, P.a.'s Mcgill Associates, P.a. Psp and Trust reported $18M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,361 in Professional & Technical Services (20,321 peers)
Coverage in North Carolina
Mcgill Associates, P.a. Psp and Trust covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.
- #14,361
- in Professional & Technical Services (20,321 peers)
- +22.1%
- assets growth YoY
Mcgill Associates, P.a. Psp and Trust's outsized position by total assets
Mcgill Associates, P.a. Psp and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,425,881 Top 29% higher than 71% 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
Mcgill Associates, P.a. Psp 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. Mcgill Associates, P.a. Psp and Trust sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcgill Associates, P.a. Psp and Trust reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Mcgill Associates, P.a. Psp and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Mcgill Associates, P.a. Psp and Trust reported participants rose from 131 in the plan year 2022 filing to 144 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 561396980 · Mcgill Associates, P.a. PY 2023 · 401(k)
Mcgill Associates, P.a. Psp and Trust · $18M · 144 · 71st
- TYPE $18M
- TYPE 144
- TYPE 71st
- TYPE 401(k)
- TYPE near Gm2 Associates, Inc. 401(k) Plan
- TYPE ind #14361
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 North Carolina →
Mcgill Associates, P.a. Psp and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 561396980 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcgill Associates, P.a.)
Sponsor-wide plan assets over time
All Mcgill Associates, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 37.06400820333401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $15M |
| 2023 | 1 | 144 | $18M |
| 2024 | 1 | 170 | $21M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Mcgill Associates, P.a. Psp and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Gm2 Associates, Inc. 401(k) Plan in CT ($18M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Gm2 Associates, Inc. 401(k) Plan (CT) $18M · 152
- F & W Forestry Services, Inc. 401(k) Savings and Retirement Plan & Trust (GA) $18M · 187
- Fgs, LLC 401(k) Profit Sharing Plan (MD) $18M · 274
- Pave America 401(k) Plan (VA) $18M · 185
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Eagle Granite 401(k) Plan (GA) 144 · 0 off
- Potomac College LLC 401(k) Plan (DC) 144 · 0 off
- Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
- Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.