401(k) · DOL Form 5500 · 2024
Montgomery Mccracken Walker & Rhoads LLP 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 98
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $758,801
- Avg per participant High balance/head
Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · Sponsored by Montgomery Mccracken Walker & Rhoads LLP · Pennsylvania · Professional & Technical Services
$74M in assets, 98 participants
Montgomery Mccracken Walker & Rhoads LLP's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported $74M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,992 in Professional & Technical Services (20,173 peers)
Where Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan sits by assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan sits in the top quartile of all filed plans by assets, $74M for 98 participants (~$758,801/participant), up 11.9% in 2024.
- #17,992
- in Professional & Technical Services (20,173 peers)
- +11.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan's outsized position by total assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$74,362,482 Top 12% higher than 88% 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
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings 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. Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan reported participants fell from 104 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 230888490 · Montgomery Mccracken Walker & Rhoads LLP PY 2024 · 401(k)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan · $74M · 98 · 88th
- VS-ST $74M
- VS-ST 98
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Bts USA, Inc. 401(k) Retirement Plan
- VS-ST ind #17992
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 →
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $8M |
| Employer EIN | 230888490 |
| Plan Effective Date | 1971-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montgomery Mccracken Walker & Rhoads LLP)
Sponsor-wide plan assets over time
All Montgomery Mccracken Walker & Rhoads LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $102M 23.584095045571672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 166 | $82M |
| 2023 | 2 | 165 | $93M |
| 2024 | 2 | 152 | $102M |
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
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Bts USA, Inc. 401(k) Retirement Plan in NY ($74M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Bts USA, Inc. 401(k) Retirement Plan (NY) $74M · 390
- Ics 401(k) Plan (MD) $74M · 2,311
- Aluminum Precision Products, Inc. Employee Savings and Profit Sharing Plan (CA) $74M · 738
- Dome Construction Corporation Salary Deferral Plan (CA) $74M · 204
Similar participant headcount
Nearest other-state filings by covered participants (98 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.