401(k) · DOL Form 5500 · 2024
Trish Mcevoy Ltd. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 250
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $36,442
- Avg per participant Low balance/head
Official DOL plan name: Trish Mcevoy Ltd. 401(k) Plan · Sponsored by Trish Mcevoy Ltd. · New Jersey · Wholesale Trade
$9M in assets, 250 participants
Trish Mcevoy Ltd.'s Trish Mcevoy Ltd. 401(k) Plan reported $9M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #2,715 in Wholesale Trade (6,080 peers)
Coverage in New Jersey
Trish Mcevoy Ltd. 401(k) Plan covers 250 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.
- #2,715
- in Wholesale Trade (6,080 peers)
- +12.5%
- assets growth YoY
Trish Mcevoy Ltd. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Trish Mcevoy Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,110,546 Top 46% higher than 54% 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
Trish Mcevoy Ltd. 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. Trish Mcevoy Ltd. 401(k) Plan sits mid-pack in the medium band (250 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trish Mcevoy Ltd. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Trish Mcevoy Ltd. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Trish Mcevoy Ltd. 401(k) Plan reported participants rose from 247 in the plan year 2023 filing to 250 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133085262 · Trish Mcevoy Ltd. PY 2024 · 401(k)
Trish Mcevoy Ltd. 401(k) Plan · $9M · 250 · 54th
- VS-ST $9M
- VS-ST 250
- VS-ST 54th
- VS-ST 401(k)
- VS-ST near Nacg Texas, Inc. 401(k) Plan
- VS-ST ind #2715
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Trish Mcevoy Ltd. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 133085262 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trish Mcevoy Ltd.)
Sponsor-wide plan assets over time
All Trish Mcevoy Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 35.21463851916935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $7M |
| 2023 | 1 | 247 | $8M |
| 2024 | 1 | 250 | $9M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Trish Mcevoy Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Nacg Texas, Inc. 401(k) Plan in TX ($9M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (250 participants); asset peers above are excluded.
- Grand Care Health Services, LLC 401(k) Plan (CA) 250 · 0 off
- Foley Holdings, LLC 401(k) Profit Sharing Plan (CT) 250 · 0 off
- Rpm International Inc. Union 401(k) Trust and Plan (OH) 250 · 0 off
- Dunham & Jones Attorneys at Law 401(k) Plan (TX) 250 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.