401(k) · DOL Form 5500 · 2023
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $170,411
- Avg per participant Above avg balance/head
Official DOL plan name: Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust · Sponsored by Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a · Florida · Professional & Technical Services
$39M in assets, 230 participants
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a's Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust reported $39M in total assets and 230 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,976 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust covers 230 participants in Florida, about 37% of the average Florida filer (state average ~628 per filing). Assets: $39M.
- #16,976
- in Professional & Technical Services (20,321 peers)
- +15.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust's outsized position by total assets
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$39,194,452 Top 17% higher than 83% 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
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings 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. Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust reported participants fell from 239 in the plan year 2022 filing to 230 in the plan year 2023 filing.
DOL schedule card
Filing strip 591759654 · Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a PY 2023 · 401(k)
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust · $39M · 230 · 83rd
- SCH $39M
- EBSA 230
- PART 83rd
- TYPE 401(k)
- NET near Coughlin Porter Lundeen 401(k) Retirement Plan & Trust
- BOOK ind #16976
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 Florida →
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 591759654 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a)
Sponsor-wide plan assets over time
All Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 19.02641323130091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $34M |
| 2023 | 1 | 230 | $39M |
| 2024 | 1 | 247 | $40M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Rissman, Barrett, Hurt, Donahue, Mclain & Mangan, P.a. Employees' Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Coughlin Porter Lundeen 401(k) Retirement Plan & Trust in WA ($39M); by covered participants it is D2g Group, LLC 401(k) Plan in MA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (230 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.