401(k)
2024 plan-year 401(k) DOL Form 5500

Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mcgrath Rentcorp Β· California Β· Real Estate

What the 2023 filing shows

Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan holds $135M for 1,242 participants - about $108,897 per participant, up 9.3% over the 2024 plan year.

$135M
total plan assets (2024 EOY)
1,242
covered participants
$108,897
avg assets per participant
+9.3%
assets growth YoY
Total Assets (2023)
$135M
Participants
1,242
State
Industry
Real Estate

What the Filing Says About Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan

Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan is a 401(k) retirement plan sponsored by Mcgrath Rentcorp, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $135M in total end-of-year assets and covers 1,242 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 942579843, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $124M at the beginning of 2024 to $135M at year-end β€” a gain of 9.3%. Net assets (after liabilities) closed the year at $135M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$124M
Total Assets (End of Year)$135M
Net Assets (End of Year)$135M
Net Income$11M
Plan Type401(k)
Employer EIN942579843
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgrath Rentcorp)

Year Plans Participants Total Assets
2022 1 1,219 $103M
2023 1 1,244 $124M
2024 1 1,242 $135M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan?
As of the 2024 Form 5500 filing, Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan holds $135M in total assets with 1,242 participants. It is sponsored by Mcgrath Rentcorp.
What type of plan is Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan?
Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 942579843.
Who sponsors the Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan?
Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan is sponsored by Mcgrath Rentcorp, located in California. The sponsor's EIN is 942579843 and the plan operates in the Real Estate industry.
How did Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan perform in 2024?
Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan grew by 9.3% during 2024, moving from $124M to $135M in total assets. Net income was $11M.
Where can I find official filings for Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan?
Official Form 5500 filings for Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942579843 or plan name at efast.dol.gov.
How does Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan compare to other plans?
You can compare Mcgrath Rentcorp Employee Stock Ownership and 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 942579843.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.