401(k) · DOL Form 5500 · 2024

McDonald's and Simmons PC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
36th
Percentile by assets National rank
$322,021
Avg per participant High balance/head
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Official DOL plan name: McDonald's and Simmons PC 401(k) Plan and Trust · Sponsored by McDonald's and Simmons PC · Texas · Professional & Technical Services

$4M in assets, 11 participants

McDonald's and Simmons PC's McDonald's and Simmons PC 401(k) Plan and Trust reported $4M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,689 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

McDonald's and Simmons PC 401(k) Plan and Trust holds $4M for 11 participants - about $322,021 per participant, in the lower half of filed plans by assets.

#6,689
in Professional & Technical Services (20,173 peers)
+7.9%
assets growth YoY

McDonald's and Simmons PC 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

McDonald's and Simmons PC 401(k) Plan and Trust vs every filed plan by assets

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

$3,542,236 36th percentile higher than 36% 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

McDonald's and Simmons PC 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. McDonald's and Simmons PC 401(k) Plan and Trust is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • McDonald's and Simmons PC 401(k) Plan and Trust reported net income rose from -$585K in the plan year 2023 filing to $258K in the plan year 2024 filing.
  • McDonald's and Simmons PC 401(k) Plan and Trust reported participants rose from 8 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • McDonald's and Simmons PC 401(k) Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752268179 · McDonald's and Simmons PC PY 2024 · 401(k)

McDonald's and Simmons PC 401(k) Plan and Trust · $4M · 11 · 36th

  • EOY $4M
  • 5500 11
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Discovery Living, Inc. 401(k) Plan
  • RANK ind #6689

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 Texas →

McDonald's and Simmons PC 401(k) Plan and Trust in the asset neighbourhood

McDonald's and Simmons PC 401(k) Plan and TrustMcDonald's and Simmons PC 40…$4MDiscovery Living, Inc. 401(k) PlanDiscovery Living, Inc. 401(k…$4MMario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and TrustMario Russo Nine Newbury Str…$4MSandestin Investments, LLC 401 (K) PlanSandestin Investments, LLC 4…$4MHhwp 403(b) Retirement Plan$4M
End-of-year total assets ($M) among McDonald's and Simmons PC 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$258K
Employer EIN752268179
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McDonald's and Simmons PC)

Sponsor-wide plan assets over time

All McDonald's and Simmons PC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.43483370087069% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.87M $3.54M ▼ -8.5%
Year Plans Participants Total Assets
2022 1 17 $4M
2023 1 8 $3M
2024 1 11 $4M

Nearby 401(k) Plans in Texas

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

McDonald's and Simmons PC 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants McDonald's and Simmons PC 401(k) Plan and Trust, Total assets ($B): 0.003542236 · Participants: 11McDonald's and Simmons PC 401(k) Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
McDonald's and Simmons PC 401(k) Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare McDonald's and Simmons PC 401(k) Plan and Trust side-by-side with 3 peers →

McDonald's and Simmons PC 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Discovery Living, Inc. 401(k) Plan in IA ($4M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 McDonald's and Simmons PC 401(k) Plan and Trust assets move in 2024? ▼
McDonald's and Simmons PC 401(k) Plan and Trust grew at a solid clip - up 7.9% during 2024, from $3M to $4M. Reported net income was $258K.
How have McDonald's and Simmons PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McDonald's and Simmons PC's sponsor-wide assets declined 8.4%, from $4M to $4M.
Which 401(k) plans are similar in size to McDonald's and Simmons PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Discovery Living, Inc. 401(k) Plan in IA ($4M, 208 participants).
Which 401(k) plans cover a similar participant headcount to McDonald's and Simmons PC 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 752268179.

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.