401(k) · DOL Form 5500 · 2024

Macdonald Financial Services 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
42nd
Percentile by assets National rank
$974,005
Avg per participant High balance/head
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Official DOL plan name: Macdonald Financial Services 401(k) Plan · Sponsored by Macdonald Financial Services · Colorado · Finance & Insurance

$5M in assets, 5 participants

Macdonald Financial Services's Macdonald Financial Services 401(k) Plan reported $5M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,381 in Finance & Insurance (8,549 peers)

Macdonald Financial Services multi-year trail

Macdonald Financial Services's plans moved +82.1% in assets from 2022 to 2024; this filing shows Macdonald Financial Services 401(k) Plan at $5M / 5 participants.

#2,381
in Finance & Insurance (8,549 peers)
+28.6%
assets growth YoY

Macdonald Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Macdonald Financial Services 401(k) Plan vs every filed plan by assets

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

$4,870,027 42nd percentile higher than 42% 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

Macdonald Financial Services 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Macdonald Financial Services 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Macdonald Financial Services 401(k) Plan reported participants fell from 8 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Macdonald Financial Services 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841596387 · Macdonald Financial Services PY 2024 · 401(k)

Macdonald Financial Services 401(k) Plan · $5M · 5 · 42nd

  • EIN $5M
  • EIN 5
  • EIN 42nd
  • EIN 401(k)
  • EIN near Stanhope Framers, Inc. 401(k) Profit Sharing Plan
  • EIN ind #2381

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 Colorado →

Macdonald Financial Services 401(k) Plan in the asset neighbourhood

Macdonald Financial Services 401(k) PlanMacdonald Financial Services…$5MStanhope Framers, Inc. 401(k) Profit Sharing PlanStanhope Framers, Inc. 401(k…$5MTax Deferred Annuity Plan of Community Health AllianceTax Deferred Annuity Plan of…$5MThe Weeks-Lerman Group, LLC 401(k) PlanThe Weeks-Lerman Group, LLC …$5MChallenge Unlimited 401(k) PlanChallenge Unlimited 401(k) P…$5M
End-of-year total assets ($M) among Macdonald Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Macdonald Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Macdonald Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$5M 82.12196719055424% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.67M $4.87M ▲ +82.4%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 8 $4M
2024 1 5 $5M

Macdonald Financial Services filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN841596387
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Macdonald Financial Services 401(k) Plan, Total assets ($B): 0.004870027 · Participants: 5Macdonald Financial Services 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Macdonald Financial Services 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Macdonald Financial Services 401(k) Plan side-by-side with 3 peers →

Macdonald Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Stanhope Framers, Inc. 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Macdonald Financial Services 401(k) Plan assets move in 2024? ▼
Macdonald Financial Services 401(k) Plan grew sharply - up 28.6% during 2024, from $4M to $5M. Reported net income was $1M.
How have Macdonald Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macdonald Financial Services's sponsor-wide assets grew 82.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stanhope Framers, Inc. 401(k) Profit Sharing Plan in MA ($5M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Macdonald Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 841596387.

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.