401(k) · DOL Form 5500 · 2024

Mcgraw Insurance Services, LP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
201
Participants Below avg headcount
80th
Percentile by assets National rank
$179,612
Avg per participant Above avg balance/head
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Official DOL plan name: The Mcgraw Group of Affiliated Companies 401(k) Plan · Sponsored by Mcgraw Insurance Services, LP · California · Finance & Insurance

$36M in assets, 201 participants

Mcgraw Insurance Services, LP's The Mcgraw Group of Affiliated Companies 401(k) Plan reported $36M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,887 in Finance & Insurance (8,549 peers)

Coverage in California

The Mcgraw Group of Affiliated Companies 401(k) Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $36M.

#5,887
in Finance & Insurance (8,549 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Mcgraw Group of Affiliated Companies 401(k) Plan's outsized position by total assets

The Mcgraw Group of Affiliated Companies 401(k) Plan vs every filed plan by assets

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

$36,102,102 Top 20% higher than 80% 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 Mcgraw Group of Affiliated Companies 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. The Mcgraw Group of Affiliated Companies 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mcgraw Group of Affiliated Companies 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Mcgraw Group of Affiliated Companies 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472574722 · Mcgraw Insurance Services, LP PY 2024 · 401(k)

The Mcgraw Group of Affiliated Companies 401(k) Plan · $36M · 201 · 80th

  • PCT $36M
  • EIN 201
  • RANK 80th
  • PHOTO 401(k)
  • IND near Crs, Inc. 401(k) Profit Sharing Plan
  • EOY ind #5887

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 Finance & Insurance retirement plans → · Plans in California →

The Mcgraw Group of Affiliated Companies 401(k) Plan in the asset neighbourhood

Crs, Inc. 401(k) Profit Sharing PlanCrs, Inc. 401(k) Profit Shar…$36MStructural Concepts Corporation 401(k) Retirement Savings PlanStructural Concepts Corporat…$36MNaugatuck Valley Radiological Associates, P.C. 401(k) Profit Sharing PlanNaugatuck Valley Radiologica…$36MThe Mcgraw Group of Affiliated Companies 401(k) PlanThe Mcgraw Group of Affiliat…$36MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$36M
End-of-year total assets ($M) among The Mcgraw Group of Affiliated Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN472574722
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgraw Insurance Services, LP)

Sponsor-wide plan assets over time

All Mcgraw Insurance Services, LP plans reported in each filing year

Latest sponsor-wide plan assets
$36M 40.433275613820086% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.7M $36.1M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 193 $26M
2023 1 200 $30M
2024 1 201 $36M

Nearby 401(k) Plans in California

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

The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Mcgraw Group of Affiliated Companies 401(k) Plan, Total assets ($B): 0.036102102 · Participants: 201The Mcgraw Group of Affiliated Companies 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Mcgraw Group of Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Mcgraw Group of Affiliated Companies 401(k) Plan side-by-side with 3 peers →

The Mcgraw Group of Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crs, Inc. 401(k) Profit Sharing Plan in GA ($36M); by covered participants it is Acton Medical Associates, P.C. 401(k) Profit Sharing Plan in MA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Mcgraw Group of Affiliated Companies 401(k) Plan assets move in 2024? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan grew sharply - up 19.5% during 2024, from $30M to $36M. Reported net income was $6M.
How have Mcgraw Insurance Services, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgraw Insurance Services, LP's sponsor-wide assets grew 40.4%, from $26M to $36M.
Where does The Mcgraw Group of Affiliated Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mcgraw Group of Affiliated Companies 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crs, Inc. 401(k) Profit Sharing Plan in GA ($36M, 173 participants).
Which 401(k) plans cover a similar participant headcount to The Mcgraw Group of Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acton Medical Associates, P.C. 401(k) Profit Sharing Plan in MA (201 participants, $38M 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 472574722.

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.