Profit Sharing · DOL Form 5500 · 2022

David Mckee, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
55th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: David Mckee, Inc. Pension Trust · Sponsored by David Mckee, Inc. · New York · Retail Trade

$6M in assets, 3 participants

David Mckee, Inc.'s David Mckee, Inc. Pension Trust reported $6M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,153 in Retail Trade (9,519 peers)

David Mckee, Inc. multi-year trail

David Mckee, Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows David Mckee, Inc. Pension Trust at $6M / 3 participants.

#6,153
in Retail Trade (9,519 peers)
-2.9%
assets change YoY

The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David Mckee, Inc. Pension Trust's mid-pack asset rank among Retail Trade and all filers

David Mckee, Inc. Pension Trust vs every filed plan by assets

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

$6,133,657 Top 45% higher than 55% 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

David Mckee, Inc. Pension Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Mckee, Inc. Pension Trust is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 132789722 · David Mckee, Inc. PY 2022 · Profit Sharing

David Mckee, Inc. Pension Trust · $6M · 3 · 55th

  • BOY $6M
  • SCH 3
  • EBSA 55th
  • PART Profit Sharing
  • TYPE near Bernard L. Markowitz, M.D., Amc Profit Sharing Plan
  • NET ind #6153

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 Retail Trade retirement plans → · Plans in New York →

David Mckee, Inc. Pension Trust in the asset neighbourhood

Camilla a Carter Md & Carter Cox Jr Md Apc Profit Sharing PlanCamilla a Carter Md & Carter…$6MQuest Diagnostics Puerto Rico Defined Contribution PlanQuest Diagnostics Puerto Ric…$6MDavid Mckee, Inc. Pension TrustDavid Mckee, Inc. Pension Tr…$6MBernard L. Markowitz, M.D., Amc Profit Sharing PlanBernard L. Markowitz, M.D., …$6MGoodwill Industries of Central Florida, Inc. Profit Sharing PlanGoodwill Industries of Centr…$6M
End-of-year total assets ($M) among David Mckee, Inc. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

David Mckee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David Mckee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.353061640062364% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.13M $6.95M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 3 $6M
2024 1 3 $7M

David Mckee, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$184K
Employer EIN132789722
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

David Mckee, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants David Mckee, Inc. Pension Trust, Total assets ($B): 0.006133657 · Participants: 3David Mckee, Inc. Pension TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
David Mckee, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare David Mckee, Inc. Pension Trust side-by-side with 3 peers →

David Mckee, Inc. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Bernard L. Markowitz, M.D., Amc Profit Sharing Plan in CA ($6M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 David Mckee, Inc. Pension Trust assets move in 2022? ▼
David Mckee, Inc. Pension Trust edged down modestly - down 2.9% during 2022, from $6M to $6M. Reported net income was -$184K.
How have David Mckee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Mckee, Inc.'s sponsor-wide assets grew 13.4%, from $6M to $7M.
Which Profit Sharing plans are similar in size to David Mckee, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Bernard L. Markowitz, M.D., Amc Profit Sharing Plan in CA ($6M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to David Mckee, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 132789722.

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.