Back to filter
Original filing (PDF)20250731105932NAL0005151585001
MECHANICAL DESIGN SYSTEMS, INC.
Form 5500-SF
FILING_RECEIVED
MECHANICAL DESIGN SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
25
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MECHANICAL DESIGN SYSTEMS, INC..
Plan sponsor
Name
MECHANICAL DESIGN SYSTEMS, INC.
EIN
52-1825389
Address
6302 AARON LANE · CLINTON, MD · 20735
Phone
(301) 877-9600
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Plumbing, Heating, AC Contractors plans
BOARD OF TRUSTEES PLUMBERS LOCAL 577 HEALTH & WELFARE FUND
PLUMBERS & STEAMFITTERS LOCAL 577 HEALTH & WELFARE PLAN
$4.2M · 260 participants
GLENN MECHANICAL INC
GLENN MECHANICAL INC 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 67 participants
AIR MOVERS, INC.
AIR MOVERS, INC 401(K) PLAN
$4.2M · 33 participants
APPLEGATE, INC.
APPLEGATE, INC. 401(K) PROFIT SHARING PLAN
$4.2M · 21 participants
SHEET METAL SPECIALTIES. INC
SHEET METAL SPECIALTIES, INC.401(K) PROFIT SHARING PLAN
$4.2M · 44 participants
MERVAC PLUMBING & HEATING, INC.
MERVAC PLUMBING & HEATING, INC. SAVINGS & RETIREMENT PLAN
$4.2M · 22 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
