401(k) · DOL Form 5500 · 2024

The Mcpherson Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
233
Participants Below avg headcount
70th
Percentile by assets National rank
$85,973
Avg per participant Below avg balance/head
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Official DOL plan name: The Mcpherson Companies, Inc. 401(k) Retirement Plan · Sponsored by The Mcpherson Companies, Inc. · Alabama · Wholesale Trade

$20M in assets, 233 participants

The Mcpherson Companies, Inc.'s The Mcpherson Companies, Inc. 401(k) Retirement Plan reported $20M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,039 in Wholesale Trade (6,080 peers)

The Mcpherson Companies, Inc. multi-year trail

The Mcpherson Companies, Inc.'s plans moved +22.9% in assets from 2022 to 2024; this filing shows The Mcpherson Companies, Inc. 401(k) Retirement Plan at $20M / 233 participants.

#4,039
in Wholesale Trade (6,080 peers)
+5.9%
assets growth YoY

The Mcpherson Companies, Inc. 401(k) Retirement Plan's outsized position by total assets

The Mcpherson Companies, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$20,031,605 Top 30% higher than 70% 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

The Mcpherson Companies, Inc. 401(k) Retirement 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. The Mcpherson Companies, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mcpherson Companies, Inc. 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Mcpherson Companies, Inc. 401(k) Retirement Plan reported participants rose from 199 in the plan year 2023 filing to 233 in the plan year 2024 filing.
  • The Mcpherson Companies, Inc. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630657937 · The Mcpherson Companies, Inc. PY 2024 · 401(k)

The Mcpherson Companies, Inc. 401(k) Retirement Plan · $20M · 233 · 70th

  • NET $20M
  • NET 233
  • NET 70th
  • NET 401(k)
  • NET near Northrock Partners 401(k) and Profit Sharing Plan
  • NET ind #4039

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 Alabama →

The Mcpherson Companies, Inc. 401(k) Retirement Plan in the asset neighbourhood

The Mcpherson Companies, Inc. 401(k) Retirement PlanThe Mcpherson Companies, Inc…$20MNorthrock Partners 401(k) and Profit Sharing PlanNorthrock Partners 401(k) an…$20MCarthage Veterinary Service, Ltd. Profit Sharing PlanCarthage Veterinary Service,…$20MSs8 Networks 401(k) Plan$20MPathstone Corporation Retirement PlanPathstone Corporation Retire…$20M
End-of-year total assets ($M) among The Mcpherson Companies, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Mcpherson Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Mcpherson Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.90550489714345% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.3M $20M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 181 $16M
2023 1 199 $19M
2024 1 233 $20M

The Mcpherson Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN630657937
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

The Mcpherson Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Mcpherson Companies, Inc. 401(k) Retirement Plan, Total assets ($B): 0.020031605 · Participants: 233The Mcpherson Companies, Inc. 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Mcpherson Companies, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Mcpherson Companies, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The Mcpherson Companies, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Northrock Partners 401(k) and Profit Sharing Plan in MN ($20M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 The Mcpherson Companies, Inc. 401(k) Retirement Plan assets move in 2024? ▼
The Mcpherson Companies, Inc. 401(k) Retirement Plan grew at a solid clip - up 5.9% during 2024, from $19M to $20M. Reported net income was $1M.
How have The Mcpherson Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcpherson Companies, Inc.'s sponsor-wide assets grew 22.9%, from $16M to $20M.
Which 401(k) plans are similar in size to The Mcpherson Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northrock Partners 401(k) and Profit Sharing Plan in MN ($20M, 206 participants).
Which 401(k) plans cover a similar participant headcount to The Mcpherson Companies, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K 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 630657937.

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.