401(k) · DOL Form 5500 · 2024

Mcnees Wallace & Nurick LLC 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
202
Participants Below avg headcount
91st
Percentile by assets National rank
$522,071
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcnees Wallace & Nurick Savings Plan · Sponsored by Mcnees Wallace & Nurick LLC · Pennsylvania · Professional & Technical Services

$105M in assets, 202 participants

Mcnees Wallace & Nurick LLC's Mcnees Wallace & Nurick Savings Plan reported $105M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,554 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Mcnees Wallace & Nurick Savings Plan covers 202 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $105M.

#18,554
in Professional & Technical Services (20,173 peers)
+12.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Mcnees Wallace & Nurick Savings Plan's outsized position by total assets

Mcnees Wallace & Nurick Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$105,458,392 Top 9% higher than 91% of 123,620 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 2024

Mcnees Wallace & Nurick Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcnees Wallace & Nurick Savings Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcnees Wallace & Nurick Savings Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Mcnees Wallace & Nurick Savings Plan end-of-year assets rose from $94M in the plan year 2023 filing to $105M in the plan year 2024 filing.
  • Mcnees Wallace & Nurick Savings Plan reported participants rose from 191 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231256003 · Mcnees Wallace & Nurick LLC PY 2024 · 401(k)

Mcnees Wallace & Nurick Savings Plan · $105M · 202 · 91st

  • EOY $105M
  • 5500 202
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Shockwave Medical, Inc. 401(k) Plan
  • RANK ind #18554

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 Pennsylvania →

Mcnees Wallace & Nurick Savings Plan in the asset neighbourhood

Zeta Global Corp 401(k) Plan$105MHillside Children's Center 403(b) PlanHillside Children's Center 4…$105MMcnees Wallace & Nurick Savings PlanMcnees Wallace & Nurick Savi…$105MShockwave Medical, Inc. 401(k) PlanShockwave Medical, Inc. 401(…$105MSavings Plan for Hourly Employees of Ocean Spray Cranberries, Inc.Savings Plan for Hourly Empl…$105M
End-of-year total assets ($M) among Mcnees Wallace & Nurick Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$105M
Net Income$10M
Employer EIN231256003
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcnees Wallace & Nurick LLC)

Sponsor-wide plan assets over time

All Mcnees Wallace & Nurick LLC plans reported in each filing year

Latest sponsor-wide plan assets
$116M 28.344113878132436% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $90.3M $116M ▲ +28.3%
Year Plans Participants Total Assets
2022 2 246 $90M
2023 2 282 $105M
2024 2 293 $116M

Nearby 401(k) Plans in Pennsylvania

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

Mcnees Wallace & Nurick Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Mcnees Wallace & Nurick Savings Plan, Total assets ($B): 0.105458392 · Participants: 202Mcnees Wallace & Nurick Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Mcnees Wallace & Nurick Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Mcnees Wallace & Nurick Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Shockwave Medical, Inc. 401(k) Plan in CA ($105M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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.

Frequently Asked Questions

How did Mcnees Wallace & Nurick Savings Plan assets move in 2024?
Mcnees Wallace & Nurick Savings Plan grew at a solid clip - up 12.6% during 2024, from $94M to $105M. Reported net income was $10M.
How have Mcnees Wallace & Nurick LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mcnees Wallace & Nurick LLC's sponsor-wide assets grew 28.3%, from $90M to $116M.
Where does Mcnees Wallace & Nurick Savings Plan rank by assets among Form 5500 filers?
Mcnees Wallace & Nurick Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Mcnees Wallace & Nurick Savings Plan?
Among 401(k) plans in other states, the closest by assets is Shockwave Medical, Inc. 401(k) Plan in CA ($105M, 1,191 participants).
Which 401(k) plans cover a similar participant headcount to Mcnees Wallace & Nurick Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K in assets).