401(k) · DOL Form 5500 · 2024

The Mcclone Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
109
Participants Small participant base
58th
Percentile by assets National rank
$102,552
Avg per participant Below avg balance/head
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Official DOL plan name: The Mcclone Agency, Inc. Savings and Retirement Plan · Sponsored by The Mcclone Agency, Inc. · Wisconsin · Finance & Insurance

$11M in assets, 109 participants

The Mcclone Agency, Inc.'s The Mcclone Agency, Inc. Savings and Retirement Plan reported $11M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,587 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

The Mcclone Agency, Inc. Savings and Retirement Plan covers 109 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#3,587
in Finance & Insurance (8,549 peers)
+21.9%
assets growth YoY

The Mcclone Agency, Inc. Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Mcclone Agency, Inc. Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,178,182 Top 42% higher than 58% of 123,620 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 2024

The Mcclone Agency, Inc. Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mcclone Agency, Inc. Savings and Retirement Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mcclone Agency, Inc. Savings and Retirement Plan reported net income rose from $701K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Mcclone Agency, Inc. Savings and Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390968993 · The Mcclone Agency, Inc. PY 2024 · 401(k)

The Mcclone Agency, Inc. Savings and Retirement Plan · $11M · 109 · 58th

  • 5500 $11M
  • 5500 109
  • 5500 58th
  • 5500 401(k)
  • 5500 near Rba 401(k) Plan
  • 5500 ind #3587

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

The Mcclone Agency, Inc. Savings and Retirement Plan in the asset neighbourhood

The Mcclone Agency, Inc. Savings and Retirement PlanThe Mcclone Agency, Inc. Sav…$11MRba 401(k) Plan$11MCrowley Automotive Group 401(k) PlanCrowley Automotive Group 401…$11MClaremont Companies, LLC 401(k) Retirement PlanClaremont Companies, LLC 401…$11MEcono-Rail 401(k) & Profit Sharing PlanEcono-Rail 401(k) & Profit S…$11M
End-of-year total assets ($M) among The Mcclone Agency, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN390968993
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mcclone Agency, Inc.)

Sponsor-wide plan assets over time

All The Mcclone Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 31.950149672095407% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.47M $11.2M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 108 $9M
2024 1 109 $11M

Nearby 401(k) Plans in Wisconsin

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

The Mcclone Agency, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Mcclone Agency, Inc. Savings and Retirement Plan, Total assets ($B): 0.011178182 · Participants: 109The Mcclone Agency, Inc. Savings and Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Mcclone Agency, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Mcclone Agency, Inc. Savings and Retirement Plan side-by-side with 3 peers →

The Mcclone Agency, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rba 401(k) Plan in NC ($11M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Mcclone Agency, Inc. Savings and Retirement Plan assets move in 2024? ▼
The Mcclone Agency, Inc. Savings and Retirement Plan grew sharply - up 21.9% during 2024, from $9M to $11M. Reported net income was $2M.
How have The Mcclone Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcclone Agency, Inc.'s sponsor-wide assets grew 32.0%, from $8M to $11M.
Which 401(k) plans are similar in size to The Mcclone Agency, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rba 401(k) Plan in NC ($11M, 325 participants).
Which 401(k) plans cover a similar participant headcount to The Mcclone Agency, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390968993.

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.