Mccarthy Employee Retirement Savings Plan
Active. The plan filed its annual report for the 2024 plan year.
- Plan number
- 001Employer EIN 85-1145093
- Participants (2024)
- 6,671
- Net assets (2024)
- $701 million
- Recordkeeper
- PrincipalEarlier: Wells Fargo (2015–2019), Transamerica (2013–2014), Wells Fargo (2010–2012), Wachovia Bank (2009)
- Plan administrator
- Genuine Mccarthy Enterprises, Inc.
12851 Manchester RD
ST. Louis, MO 63131
(314) 968-3300As filed for 2024 - In effect since
- January 1, 1966
Earlier sponsor: Mccarthy Holdings, Inc. (2009–2019).
Year by year, 2009 to 2024
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 6,671 | $701 million | Principal |
| 2023 | 6,521 | $581 million | Principal |
| 2022 | 6,218 | $462 million | Principal |
| 2021 | 6,286 | $534 million | Principal |
| 2020 | 4,546 | $453 million | Principal |
| 2019 | 4,727 | $384 million | Wells Fargo |
| 2018 | 4,258 | $308 million | Wells Fargo |
| 2017 | 3,485 | $309 million | Wells Fargo |
| 2016 | 3,559 | $253 million | Wells Fargo |
| 2015 | 3,289 | $227 million | Wells Fargo |
| 2014 | 3,370 | $234 million | Transamerica |
| 2013 | 3,223 | $216 million | Transamerica |
| 2012 | 2,642 | $175 million | Wells Fargo |
| 2011 | 2,480 | $149 million | Wells Fargo |
| 2010 | 2,272 | $148 million | Wells Fargo |
| 2009 | 2,329 | $125 million | Wachovia Bank |