401(k) · DOL Form 5500 · 2024
Mckonly & Asbury, Certified Public Accountants 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $154,332
- Avg per participant Above avg balance/head
Official DOL plan name: Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · Sponsored by Mckonly & Asbury, Certified Public Accountants · Pennsylvania · Professional & Technical Services
$19M in assets, 121 participants
Mckonly & Asbury, Certified Public Accountants's Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported $19M in total assets and 121 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.
- #13,740 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan covers 121 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.
- #13,740
- in Professional & Technical Services (20,173 peers)
- +17.4%
- assets growth YoY
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's outsized position by total assets
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,674,120 Top 31% higher than 69% 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
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing 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. Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan sits mid-pack in the medium band (121 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported participants rose from 94 in the plan year 2023 filing to 121 in the plan year 2024 filing.
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231909723 · Mckonly & Asbury, Certified Public Accountants PY 2024 · 401(k)
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan · $19M · 121 · 69th
- PART $19M
- TYPE 121
- NET 69th
- BOOK 401(k)
- VS-ST near Hvac Services, Inc. Employee Stock Ownership 401(k) Plan
- BOY ind #13740
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 →
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 231909723 |
| Plan Effective Date | 1987-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mckonly & Asbury, Certified Public Accountants)
Sponsor-wide plan assets over time
All Mckonly & Asbury, Certified Public Accountants plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 50.62237598213643% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $12M |
| 2023 | 1 | 94 | $16M |
| 2024 | 1 | 121 | $19M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Mckonly & Asbury, C.P.a. Deferred Savings Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Hvac Services, Inc. Employee Stock Ownership 401(k) Plan in ME ($19M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Hvac Services, Inc. Employee Stock Ownership 401(k) Plan (ME) $19M · 48
- Knight Employee Retirement Plan (WA) $19M · 136
- Encon United 401(k) Plan (CO) $19M · 232
- Graber Post 401(k) Profit Sharing Plan and Trust (IN) $19M · 214
Similar participant headcount
Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.
- Mwg Holdings Group, Inc. 401(k) Plan (CA) 121 · 0 off
- Torrington Savings Bank 401(k) Savings Plan (CT) 121 · 0 off
- Davis & Towle Group, Inc. 401(k) Plan & Trust (NH) 121 · 0 off
- The Fremont Company 401(k) Plan (OH) 121 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.