401(k) · DOL Form 5500 · 2024

Mcwhinney Real Estate Services, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
203
Participants Below avg headcount
69th
Percentile by assets National rank
$90,501
Avg per participant Below avg balance/head
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Official DOL plan name: Mcwhinney 401(k) Plan · Sponsored by Mcwhinney Real Estate Services, LLC · Colorado · Real Estate

$18M in assets, 203 participants

Mcwhinney Real Estate Services, LLC's Mcwhinney 401(k) Plan reported $18M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,834 in Real Estate (4,605 peers)

Mcwhinney Real Estate Services, LLC multi-year trail

Mcwhinney Real Estate Services, LLC's plans moved +33.4% in assets from 2022 to 2024; this filing shows Mcwhinney 401(k) Plan at $18M / 203 participants.

#3,834
in Real Estate (4,605 peers)
+13.7%
assets growth YoY

Mcwhinney 401(k) Plan's outsized position by total assets

Mcwhinney 401(k) Plan vs every filed plan by assets

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

$18,371,747 Top 31% higher than 69% 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

Mcwhinney 401(k) 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. Mcwhinney 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcwhinney 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Mcwhinney 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mcwhinney 401(k) Plan reported participants fell from 218 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841278230 · Mcwhinney Real Estate Services, LLC PY 2024 · 401(k)

Mcwhinney 401(k) Plan · $18M · 203 · 69th

  • IND $18M
  • IND 203
  • IND 69th
  • IND 401(k)
  • IND near Amended 401(k) Profit Sharing Plan of Kasa Companies, Inc.
  • IND ind #3834

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 Real Estate retirement plans → · Plans in Colorado →

Mcwhinney 401(k) Plan in the asset neighbourhood

Mcwhinney 401(k) Plan$18MAmended 401(k) Profit Sharing Plan of Kasa Companies, Inc.Amended 401(k) Profit Sharin…$18MNeyenesch Printers, Inc. 401(k) Profit Sharing PlanNeyenesch Printers, Inc. 401…$18MTroy Companies 401(k) Plan$18MGlass Lewis 401(k) Plan$18M
End-of-year total assets ($M) among Mcwhinney 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mcwhinney Real Estate Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mcwhinney Real Estate Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 33.35356311226475% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.4M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 216 $14M
2023 1 218 $16M
2024 1 203 $18M

Mcwhinney Real Estate Services, LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN841278230
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mcwhinney 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Mcwhinney 401(k) Plan, Total assets ($B): 0.018371747 · Participants: 203Mcwhinney 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Mcwhinney 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mcwhinney 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Amended 401(k) Profit Sharing Plan of Kasa Companies, Inc. in KS ($18M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Mcwhinney 401(k) Plan assets move in 2024? ▼
Mcwhinney 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $16M to $18M. Reported net income was $2M.
How have Mcwhinney Real Estate Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcwhinney Real Estate Services, LLC's sponsor-wide assets grew 33.4%, from $14M to $18M.
Which 401(k) plans are similar in size to Mcwhinney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amended 401(k) Profit Sharing Plan of Kasa Companies, Inc. in KS ($18M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Mcwhinney 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 841278230.

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.