401(k) · DOL Form 5500 · 2024
Magnusson Klemencic Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 150
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $515,418
- Avg per participant High balance/head
Official DOL plan name: Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) · Sponsored by Magnusson Klemencic Associates Inc. · Washington · Professional & Technical Services
$77M in assets, 150 participants
Magnusson Klemencic Associates Inc.'s Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported $77M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #18,064 in Professional & Technical Services (20,173 peers)
Coverage in Washington
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) covers 150 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $77M.
- #18,064
- in Professional & Technical Services (20,173 peers)
- +7.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)'s outsized position by total assets
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,312,659 Top 12% higher than 88% 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
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) 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. Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) reported participants fell from 196 in the plan year 2023 filing to 150 in the plan year 2024 filing.
- Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) end-of-year assets rose from $72M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 910861758 · Magnusson Klemencic Associates Inc. PY 2024 · 401(k)
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) · $77M · 150 · 88th
- SCH $77M
- SCH 150
- SCH 88th
- SCH 401(k)
- SCH near Vermeer-Midwest Retirement Plan
- SCH ind #18064
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 Washington →
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k) in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $6M |
| Employer EIN | 910861758 |
| Plan Effective Date | 1967-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Magnusson Klemencic Associates Inc.)
Sponsor-wide plan assets over time
All Magnusson Klemencic Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.261747687305988% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $61M |
| 2023 | 1 | 196 | $72M |
| 2024 | 1 | 150 | $77M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Magnusson Klemencic Associates, Inc. Profit Sharing Plan & Trust with 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Vermeer-Midwest Retirement Plan in IL ($77M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Vermeer-Midwest Retirement Plan (IL) $77M · 303
- Buzzfeed Inc. 401(k) Plan (NY) $77M · 858
- Cargotec Holding, Inc. 401(k) Plan (OH) $77M · 1,144
- Heyl, Royster, Voelker & Allen P. C. Profit Sharing and 401(k) Plan (IL) $77M · 260
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- The Custom Companies Retirement Savings Plan (IL) 150 · 0 off
- East Lawn Affiliates Profit Sharing Plan (CA) 150 · 0 off
- Golden Bank National Association 401(k) Retirement Savings Plan (TX) 150 · 0 off
- Xmek, Inc. Retirement Saving Plan (TX) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.