401(k) · DOL Form 5500 · 2024

Mcgrath-Colosimo, Ltd. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$182,748
Avg per participant Above avg balance/head
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Official DOL plan name: Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · Sponsored by Mcgrath-Colosimo, Ltd. · Illinois · Retail Trade

$32M in assets, 174 participants

Mcgrath-Colosimo, Ltd.'s Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported $32M in total assets and 174 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,989 in Retail Trade (8,048 peers)

Coverage in Illinois

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust covers 174 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $32M.

#6,989
in Retail Trade (8,048 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,798,095 Top 22% higher than 78% 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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust 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. Mcgrath Lexus 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Mcgrath Lexus 401(k) Profit Sharing Plan and Trust reported participants fell from 180 in the plan year 2023 filing to 174 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363780892 · Mcgrath-Colosimo, Ltd. PY 2024 · 401(k)

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust · $32M · 174 · 78th

  • 5500 $32M
  • 5500 174
  • 5500 78th
  • 5500 401(k)
  • 5500 near Intercom, Inc. Retirement Trust
  • 5500 ind #6989

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 Retail Trade retirement plans → · Plans in Illinois →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Mcgrath Lexus 401(k) Profit Sharing Plan and TrustMcgrath Lexus 401(k) Profit …$32MIntercom, Inc. Retirement TrustIntercom, Inc. Retirement Tr…$32MTraditional Medicinals, Inc. Profit Sharing & Retirement PlanTraditional Medicinals, Inc.…$32MAnchorage Capital Advisors, L.P. 401(k) PlanAnchorage Capital Advisors, …$32MMichigan First Credit Union 401(k) Savings PlanMichigan First Credit Union …$32M
End-of-year total assets ($M) among Mcgrath Lexus 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN363780892
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgrath-Colosimo, Ltd.)

Sponsor-wide plan assets over time

All Mcgrath-Colosimo, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 23.51516074344267% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.7M $31.8M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 186 $26M
2023 1 180 $27M
2024 1 174 $32M

Nearby 401(k) Plans in Illinois

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

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Mcgrath Lexus 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.031798095 · Participants: 174Mcgrath Lexus 401(k) Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Mcgrath Lexus 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Mcgrath Lexus 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Intercom, Inc. Retirement Trust in CA ($32M); by covered participants it is Delta Systems, Inc. 401(k) Plan in OH (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Mcgrath Lexus 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust grew sharply - up 17.1% during 2024, from $27M to $32M. Reported net income was $5M.
How have Mcgrath-Colosimo, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgrath-Colosimo, Ltd.'s sponsor-wide assets grew 23.5%, from $26M to $32M.
Where does Mcgrath Lexus 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Mcgrath Lexus 401(k) Profit Sharing Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intercom, Inc. Retirement Trust in CA ($32M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Mcgrath Lexus 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Delta Systems, Inc. 401(k) Plan in OH (174 participants, $15M 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 363780892.

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.