401(k) · DOL Form 5500 · 2024

Mcrae, Smith, Peek, Harman & Monroe, LLP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
30
Participants Small participant base
61st
Percentile by assets National rank
$421,796
Avg per participant High balance/head
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Official DOL plan name: Msp Retirement Plan · Sponsored by Mcrae, Smith, Peek, Harman & Monroe, LLP · Georgia · Professional & Technical Services

$13M in assets, 30 participants

Mcrae, Smith, Peek, Harman & Monroe, LLP's Msp Retirement Plan reported $13M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,017 in Professional & Technical Services (20,173 peers)

Mcrae, Smith, Peek, Harman & Monroe, LLP multi-year trail

Mcrae, Smith, Peek, Harman & Monroe, LLP's plans moved +40.8% in assets from 2022 to 2024; this filing shows Msp Retirement Plan at $13M / 30 participants.

#12,017
in Professional & Technical Services (20,173 peers)
+18.9%
assets growth YoY

Msp Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Msp Retirement Plan vs every filed plan by assets

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

$12,653,877 Top 39% higher than 61% 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

Msp Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msp Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Msp Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Msp Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Msp Retirement Plan reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581091188 · Mcrae, Smith, Peek, Harman & Monroe, LLP PY 2024 · 401(k)

Msp Retirement Plan · $13M · 30 · 61st

  • 5500 $13M
  • ASSETS 30
  • PCT 61st
  • EIN 401(k)
  • RANK near The Platt Bros. & Co. 401(k) Plan
  • PHOTO ind #12017

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 Georgia →

Msp Retirement Plan in the asset neighbourhood

Arterex 401(k) Plan$13MMsp Retirement Plan$13MThe Platt Bros. & Co. 401(k) PlanThe Platt Bros. & Co. 401(k)…$13MFam LLC 401(k) Profit Sharing Plan and TrustFam LLC 401(k) Profit Sharin…$13MThe Farbman Group 401(k) Plan$13M
End-of-year total assets ($M) among Msp Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mcrae, Smith, Peek, Harman & Monroe, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mcrae, Smith, Peek, Harman & Monroe, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 40.80326741531025% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.99M $12.7M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 26 $9M
2023 1 31 $11M
2024 1 30 $13M

Mcrae, Smith, Peek, Harman & Monroe, LLP filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN581091188
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Msp Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Msp Retirement Plan, Total assets ($B): 0.012653877 · Participants: 30Msp Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Msp Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Outside Georgia, the nearest 401(k) by assets is The Platt Bros. & Co. 401(k) Plan in CT ($13M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Msp Retirement Plan assets move in 2024?
Msp Retirement Plan grew sharply - up 18.9% during 2024, from $11M to $13M. Reported net income was $2M.
How have Mcrae, Smith, Peek, Harman & Monroe, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Mcrae, Smith, Peek, Harman & Monroe, LLP's sponsor-wide assets grew 40.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Msp Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Platt Bros. & Co. 401(k) Plan in CT ($13M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Msp Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M in assets).