ESOP · DOL Form 5500 · 2022

Mckenzie Supply Company ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
20
Participants Small participant base
47th
Percentile by assets National rank
$208,784
Avg per participant Above avg balance/head
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Official DOL plan name: Mckenzie Supply Company Employee Stock Ownership Plan · Sponsored by Mckenzie Supply Company · North Carolina · Wholesale Trade

$4M in assets, 20 participants

Mckenzie Supply Company's Mckenzie Supply Company Employee Stock Ownership Plan reported $4M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,356 in Wholesale Trade (6,843 peers)

Mckenzie Supply Company multi-year trail

Mckenzie Supply Company's plans moved +21.7% in assets from 2022 to 2024; this filing shows Mckenzie Supply Company Employee Stock Ownership Plan at $4M / 20 participants.

#2,356
in Wholesale Trade (6,843 peers)
+14.7%
assets growth YoY

Mckenzie Supply Company Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Mckenzie Supply Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,175,675 47th percentile higher than 47% of 139,123 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 2022

Mckenzie Supply Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckenzie Supply Company Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561056885 · Mckenzie Supply Company PY 2022 · ESOP

Mckenzie Supply Company Employee Stock Ownership Plan · $4M · 20 · 47th

  • 5500 $4M
  • 5500 20
  • 5500 47th
  • 5500 ESOP
  • 5500 near Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #2356

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 What is an ESOP? → · Plans in North Carolina →

Mckenzie Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Mckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$4MThe Howard Company, Inc. Employee Stock Ownership PlanThe Howard Company, Inc. Emp…$4MAverest, Incorporated Employee Stock Ownership PlanAverest, Incorporated Employ…$4MMbi Direct Mail, Inc. Employee Stock Ownership Plan and TrustMbi Direct Mail, Inc. Employ…$4MSpectral Sciences, Inc. Employee Stock Ownership PlanSpectral Sciences, Inc. Empl…$4M
End-of-year total assets ($M) among Mckenzie Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Mckenzie Supply Company multi-year asset trail

Sponsor-wide plan assets over time

All Mckenzie Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.739814521005584% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.18M $5.08M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 21 $5M
2024 1 21 $5M

Mckenzie Supply Company filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$536K
Employer EIN561056885
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mckenzie Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Mckenzie Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.004175675 · Participants: 20Mckenzie Supply Company Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Mckenzie Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Mckenzie Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Mckenzie Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in FL ($4M); by covered participants it is Emergency Apparatus Maintenance, Inc. Employee Stock Ownership Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mckenzie Supply Company Employee Stock Ownership Plan assets move in 2022? ▼
Mckenzie Supply Company Employee Stock Ownership Plan grew at a solid clip - up 14.7% during 2022, from $4M to $4M. Reported net income was $536K.
How have Mckenzie Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckenzie Supply Company's sponsor-wide assets grew 21.7%, from $4M to $5M.
Which ESOP plans are similar in size to Mckenzie Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mbi Direct Mail, Inc. Employee Stock Ownership Plan and Trust in FL ($4M, 50 participants).
Which ESOP plans cover a similar participant headcount to Mckenzie Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Emergency Apparatus Maintenance, Inc. Employee Stock Ownership Plan in MN (20 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561056885.

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.