401(k) · DOL Form 5500 · 2024

Mcmahon-Veltus, S.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$567,937
Avg per participant High balance/head
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Official DOL plan name: Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 · Sponsored by Mcmahon-Veltus, S.C. · Wisconsin · Professional & Technical Services

$3M in assets, 6 participants

Mcmahon-Veltus, S.C.'s Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,565 in Professional & Technical Services (20,173 peers)

Mcmahon-Veltus, S.C. multi-year trail

Mcmahon-Veltus, S.C.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 at $3M / 6 participants.

#6,565
in Professional & Technical Services (20,173 peers)
+13.2%
assets growth YoY

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001's mid-pack asset rank among Professional & Technical Services and all filers

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs every filed plan by assets

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

$3,407,623 36th percentile higher than 36% 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

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 reported net income fell from $529K in the plan year 2023 filing to $399K in the plan year 2024 filing.
  • Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391597990 · Mcmahon-Veltus, S.C. PY 2024 · 401(k)

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 · $3M · 6 · 36th

  • BOOK $3M
  • VS-ST 6
  • BOY 36th
  • SCH 401(k)
  • EBSA near The Lyman Farm, Inc. Profit Sharing 401(k) Plan
  • PART ind #6565

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 Wisconsin →

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 in the asset neighbourhood

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001Mcmahon-Veltus S C 401(k) Pr…$3MThe Lyman Farm, Inc. Profit Sharing 401(k) PlanThe Lyman Farm, Inc. Profit …$3MSonco Worldwide Inc 401(k) Profit Sharing Plan and TrustSonco Worldwide Inc 401(k) P…$3MTarget Surveying 401(k) Plan$3MTek Microsystems, Inc. 401(k) PlanTek Microsystems, Inc. 401(k…$3M
End-of-year total assets ($M) among Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mcmahon-Veltus, S.C. multi-year asset trail

Sponsor-wide plan assets over time

All Mcmahon-Veltus, S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 37.42487778398839% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.48M $3.41M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 6 $3M

Mcmahon-Veltus, S.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$399K
Employer EIN391597990
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001, Total assets ($B): 0.003407623 · Participants: 6Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001Advocate 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
Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 side-by-side with 3 peers →

Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is The Lyman Farm, Inc. Profit Sharing 401(k) Plan in CT ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 assets move in 2024? ▼
Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001 grew at a solid clip - up 13.2% during 2024, from $3M to $3M. Reported net income was $399K.
How have Mcmahon-Veltus, S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcmahon-Veltus, S.C.'s sponsor-wide assets grew 37.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001? ▼
Among 401(k) plans in other states, the closest by assets is The Lyman Farm, Inc. Profit Sharing 401(k) Plan in CT ($3M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Mcmahon-Veltus S C 401(k) Profit Sharing Plan & Tr No 001? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 391597990.

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.