401(k) · DOL Form 5500 · 2023

Mcalister Institute for Treatment & Education, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
400
Participants Below avg headcount
47th
Percentile by assets National rank
$14,076
Avg per participant Low balance/head
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Official DOL plan name: Mcalister Benefit Plan · Sponsored by Mcalister Institute for Treatment & Education, Inc. · California · Healthcare & Social Assistance

$6M in assets, 400 participants

Mcalister Institute for Treatment & Education, Inc.'s Mcalister Benefit Plan reported $6M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,038 in Healthcare & Social Assistance (17,684 peers)

Mcalister Institute for Treatment & Education, Inc. multi-year trail

Mcalister Institute for Treatment & Education, Inc.'s plans moved +57.4% in assets from 2022 to 2024; this filing shows Mcalister Benefit Plan at $6M / 400 participants.

#9,038
in Healthcare & Social Assistance (17,684 peers)
+25.8%
assets growth YoY

Mcalister Benefit Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Mcalister Benefit Plan vs every filed plan by assets

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

$5,630,573 47th percentile higher than 47% 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

Mcalister Benefit 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. Mcalister Benefit Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcalister Benefit Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mcalister Benefit Plan reported net income rose from $973K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mcalister Benefit Plan reported participants rose from 385 in the plan year 2022 filing to 400 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953140767 · Mcalister Institute for Treatment & Education, Inc. PY 2023 · 401(k)

Mcalister Benefit Plan · $6M · 400 · 47th

  • TYPE $6M
  • TYPE 400
  • TYPE 47th
  • TYPE 401(k)
  • TYPE near Zone & Co 401(k) P/S Plan
  • TYPE ind #9038

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Mcalister Benefit Plan in the asset neighbourhood

Mcalister Benefit Plan$6MZone & Co 401(k) P/S Plan$6MCo-Op 401(k) Plan$6MUrban Community School 401(k) PlanUrban Community School 401(k…$6MMidtown Consulting Group, Inc 401(k) Profit Sharing Plan and TrustMidtown Consulting Group, In…$6M
End-of-year total assets ($M) among Mcalister Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mcalister Institute for Treatment & Education, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mcalister Institute for Treatment & Education, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 57.424714805200374% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.48M $7.05M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 385 $4M
2023 1 400 $6M
2024 1 403 $7M

Mcalister Institute for Treatment & Education, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN953140767
Plan Effective Date2001-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mcalister Benefit Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mcalister Benefit Plan, Total assets ($B): 0.005630573 · Participants: 400Mcalister Benefit PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mcalister Benefit Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mcalister Benefit Plan side-by-side with 3 peers →

Mcalister Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zone & Co 401(k) P/S Plan in MA ($6M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Mcalister Benefit Plan assets move in 2023? ▼
Mcalister Benefit Plan grew sharply - up 25.8% during 2023, from $4M to $6M. Reported net income was $1M.
How have Mcalister Institute for Treatment & Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcalister Institute for Treatment & Education, Inc.'s sponsor-wide assets grew 57.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Mcalister Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zone & Co 401(k) P/S Plan in MA ($6M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Mcalister Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K 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 953140767.

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.