401(k) · DOL Form 5500 · 2024
Macfarlane Partners Investment Management, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Macfarlane Partners Investment Management 401(k) Plan · Sponsored by Macfarlane Partners Investment Management, LLC · California · Real Estate
$10M in assets, 9 participants
Macfarlane Partners Investment Management, LLC's Macfarlane Partners Investment Management 401(k) Plan reported $10M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,369 in Real Estate (4,605 peers)
Macfarlane Partners Investment Management, LLC multi-year trail
Macfarlane Partners Investment Management, LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Macfarlane Partners Investment Management 401(k) Plan at $10M / 9 participants.
- #3,369
- in Real Estate (4,605 peers)
- +7.9%
- assets growth YoY
Macfarlane Partners Investment Management 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Macfarlane Partners Investment Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,744,167 Top 45% higher than 55% 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
Macfarlane Partners Investment Management 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. Macfarlane Partners Investment Management 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Macfarlane Partners Investment Management 401(k) Plan reported net income fell from $971K in the plan year 2023 filing to $716K in the plan year 2024 filing.
- Macfarlane Partners Investment Management 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205793850 · Macfarlane Partners Investment Management, LLC PY 2024 · 401(k)
Macfarlane Partners Investment Management 401(k) Plan · $10M · 9 · 55th
- PCT $10M
- PCT 9
- PCT 55th
- PCT 401(k)
- PCT near Edwards Auto Group 401(k) Plan
- PCT ind #3369
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 Real Estate retirement plans → · Plans in California →
Macfarlane Partners Investment Management 401(k) Plan in the asset neighbourhood
Macfarlane Partners Investment Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Macfarlane Partners Investment Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 20.949484347463642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $8M |
| 2023 | 1 | 9 | $9M |
| 2024 | 1 | 9 | $10M |
Macfarlane Partners Investment Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $716K |
| Employer EIN | 205793850 |
| Plan Effective Date | 2002-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Macfarlane Partners Investment Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Edwards Auto Group 401(k) Plan in IA ($10M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Edwards Auto Group 401(k) Plan (IA) $10M · 449
- Corporate Flight Management, Inc. 401(k) Plan (TN) $10M · 621
- Buckner Heavylift Cranes, LLC 401(k) Plan (NC) $10M · 195
- Ubg 401(k) - Western Cooperative (NE) $10M · 184
Similar participant headcount
Nearest other-state filings by covered participants (9 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.