401(k) · DOL Form 5500 · 2023

Mclean Affiliates, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
227
Participants Below avg headcount
82nd
Percentile by assets National rank
$156,450
Avg per participant Above avg balance/head
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Official DOL plan name: The Mclean Retirement Plan · Sponsored by Mclean Affiliates, Inc. · Connecticut · Healthcare & Social Assistance

$36M in assets, 227 participants

Mclean Affiliates, Inc.'s The Mclean Retirement Plan reported $36M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #14,909 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

The Mclean Retirement Plan covers 227 participants in Connecticut, about 32% of the average Connecticut filer (state average ~718 per filing). Assets: $36M.

#14,909
in Healthcare & Social Assistance (17,684 peers)
+10.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Mclean Retirement Plan's outsized position by total assets

The Mclean Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,514,051 Top 18% higher than 82% of 127,068 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 2023

The Mclean Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mclean Retirement Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mclean Retirement Plan reported net income rose from $656K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Mclean Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • The Mclean Retirement Plan reported participants fell from 241 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261960246 · Mclean Affiliates, Inc. PY 2023 · 401(k)

The Mclean Retirement Plan · $36M · 227 · 82nd

  • BOOK $36M
  • BOOK 227
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near G&c Foods/Palmer Food Service - 401(k) Retirement Plan
  • BOOK ind #14909

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

The Mclean Retirement Plan in the asset neighbourhood

The Mclean Retirement Plan$36MG&c Foods/Palmer Food Service - 401(k) Retirement PlanG&c Foods/Palmer Food Servic…$36MEndura Products, Inc. 401(k) Profit Sharing Plan and TrustEndura Products, Inc. 401(k)…$36MEsperion Therapeutics, Inc. 401(k) PlanEsperion Therapeutics, Inc. …$36MPatriot Transportation Holding, Inc. 401(k)Patriot Transportation Holdi…$36M
End-of-year total assets ($M) among The Mclean Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN261960246
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclean Affiliates, Inc.)

Sponsor-wide plan assets over time

All Mclean Affiliates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 13.26007212068597% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $32.2M $36.4M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 241 $32M
2023 1 227 $36M
2024 1 223 $36M

Nearby 401(k) Plans in Connecticut

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

The Mclean Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Mclean Retirement Plan, Total assets ($B): 0.035514051 · Participants: 227The Mclean Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Mclean Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Mclean Retirement Plan side-by-side with 3 peers →

The Mclean Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is G&c Foods/Palmer Food Service - 401(k) Retirement Plan in NY ($36M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Mclean Retirement Plan assets move in 2023? ▼
The Mclean Retirement Plan grew at a solid clip - up 10.5% during 2023, from $32M to $36M. Reported net income was $3M.
How have Mclean Affiliates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mclean Affiliates, Inc.'s sponsor-wide assets grew 13.3%, from $32M to $36M.
Where does The Mclean Retirement Plan rank by assets among Form 5500 filers? ▼
The Mclean Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Mclean Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is G&c Foods/Palmer Food Service - 401(k) Retirement Plan in NY ($36M, 707 participants).
Which 401(k) plans cover a similar participant headcount to The Mclean Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261960246.

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.