401(k) · DOL Form 5500 · 2024
Montgomery, Mccracken, Walker & Rhoads LLP 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 54
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $508,816
- Avg per participant High balance/head
Official DOL plan name: Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · Sponsored by Montgomery, Mccracken, Walker & Rhoads LLP · Pennsylvania · Professional & Technical Services
$27M in assets, 54 participants
Montgomery, Mccracken, Walker & Rhoads LLP's Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported $27M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #15,311 in Professional & Technical Services (20,173 peers)
Where Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits by assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates sits in the top quartile of all filed plans by assets, $27M for 54 participants (~$508,816/participant), up 5.1% in 2024.
- #15,311
- in Professional & Technical Services (20,173 peers)
- +5.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates's outsized position by total assets
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,476,077 Top 24% higher than 76% 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 for Associates 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 for Associates is a small filing (54 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 for Associates reported net income rose from $499K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates reported participants fell from 61 in the plan year 2023 filing to 54 in the plan year 2024 filing.
- Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates end-of-year assets rose from $26M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 230888490 · Montgomery, Mccracken, Walker & Rhoads LLP PY 2024 · 401(k)
Montgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for Associates · $27M · 54 · 76th
- VS-ST $27M
- BOY 54
- SCH 76th
- EBSA 401(k)
- PART near Hughes Federal Credit Union 401(k) Plan
- TYPE ind #15311
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 for Associates in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $1M |
| Employer EIN | 230888490 |
| Plan Effective Date | 1998-03-01 |
| 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 for Associates's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Hughes Federal Credit Union 401(k) Plan in AZ ($27M); by covered participants it is West Tennessee Ready Mix 401(k) Plan in TN (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Hughes Federal Credit Union 401(k) Plan (AZ) $27M · 259
- H.T. Harvey & Associates 401(k) Plan (CA) $27M · 85
- Employee Retirement Savings 401(k) Plan (MD) $27M · 309
- Somos, Inc. 401(k) Profit Sharing Plan and Trust (NJ) $27M · 154
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
- West Tennessee Ready Mix 401(k) Plan (TN) 54 · 0 off
- Agosto, Inc 401(k) Savings Plan (MN) 54 · 0 off
- Zaragoza & Alvarado Retirement Plan (PR) 54 · 0 off
- Vivid Ev LLC 401(k) Profit Sharing Plan & Trust (FL) 54 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.