Profit Sharing · DOL Form 5500 · 2024
James D Mcfarland Co Inc 401(k) Plan Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $843,791
- Avg per participant High balance/head
Official DOL plan name: James D Mcfarland Co Inc 401(k) Plan · Sponsored by James D Mcfarland Co Inc 401(k) Plan · Pennsylvania · Wholesale Trade
$3M in assets, 3 participants
James D Mcfarland Co Inc 401(k) Plan's James D Mcfarland Co Inc 401(k) Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #1,298 in Wholesale Trade (6,080 peers)
James D Mcfarland Co Inc 401(k) Plan multi-year trail
James D Mcfarland Co Inc 401(k) Plan's plans moved +32.1% in assets from 2022 to 2024; this filing shows James D Mcfarland Co Inc 401(k) Plan at $3M / 3 participants.
- #1,298
- in Wholesale Trade (6,080 peers)
- +15.8%
- assets growth YoY
James D Mcfarland Co Inc 401(k) Plan among the smaller filed plans by assets
James D Mcfarland Co Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,531,373 32nd percentile higher than 32% 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
James D Mcfarland Co Inc 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. James D Mcfarland Co Inc 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- James D Mcfarland Co Inc 401(k) Plan reported net income rose from $270K in the plan year 2023 filing to $345K in the plan year 2024 filing.
- James D Mcfarland Co Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232023576 · James D Mcfarland Co Inc 401(k) Plan PY 2024 · Profit Sharing
James D Mcfarland Co Inc 401(k) Plan · $3M · 3 · 32nd
- EOY $3M
- 5500 3
- ASSETS 32nd
- PCT Profit Sharing
- EIN near Stephan Wood Products Profit Sharing Plan
- RANK ind #1298
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
James D Mcfarland Co Inc 401(k) Plan in the asset neighbourhood
James D Mcfarland Co Inc 401(k) Plan multi-year asset trail
Sponsor-wide plan assets over time
All James D Mcfarland Co Inc 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 32.12103656149691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $3M |
James D Mcfarland Co Inc 401(k) Plan filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $345K |
| Employer EIN | 232023576 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
James D Mcfarland Co Inc 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Stephan Wood Products Profit Sharing Plan in MI ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.