401(k) · DOL Form 5500 · 2024
Mcpherson, Goodrich, Paolucci & Mihelich, PC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan · Sponsored by Mcpherson, Goodrich, Paolucci & Mihelich, PC · Colorado · Professional & Technical Services
$13M in assets, 13 participants
Mcpherson, Goodrich, Paolucci & Mihelich, PC's Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan reported $13M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,301 in Professional & Technical Services (20,173 peers)
Mcpherson, Goodrich, Paolucci & Mihelich, PC multi-year trail
Mcpherson, Goodrich, Paolucci & Mihelich, PC's plans moved +35.3% in assets from 2022 to 2024; this filing shows Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan at $13M / 13 participants.
- #12,301
- in Professional & Technical Services (20,173 peers)
- +6.3%
- assets growth YoY
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,438,475 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $797K in the plan year 2024 filing.
- Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 840628988 · Mcpherson, Goodrich, Paolucci & Mihelich, PC PY 2024 · 401(k)
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan · $13M · 13 · 62nd
- IND $13M
- EOY 13
- 5500 62nd
- ASSETS 401(k)
- PCT near Sb Architects 401(k) Profit Sharing Plan
- EIN ind #12301
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 Colorado →
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan in the asset neighbourhood
Mcpherson, Goodrich, Paolucci & Mihelich, PC multi-year asset trail
Sponsor-wide plan assets over time
All Mcpherson, Goodrich, Paolucci & Mihelich, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 35.25190405767538% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $10M |
| 2023 | 1 | 13 | $13M |
| 2024 | 1 | 13 | $13M |
Mcpherson, Goodrich, Paolucci & Mihelich, PC filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $797K |
| Employer EIN | 840628988 |
| Plan Effective Date | 1993-10-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Mcpherson Goodrich Paolucci & Mihelich Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sb Architects 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.