401(k) · DOL Form 5500 · 2022

Mckinley Equipment Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
128
Participants Small participant base
72nd
Percentile by assets National rank
$112,639
Avg per participant Below avg balance/head
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Official DOL plan name: Mckinley Equipment Corporation Employee Retirement Plan · Sponsored by Mckinley Equipment Corporation · California · Wholesale Trade

$14M in assets, 128 participants

Mckinley Equipment Corporation's Mckinley Equipment Corporation Employee Retirement Plan reported $14M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,602 in Wholesale Trade (6,843 peers)

Coverage in California

Mckinley Equipment Corporation Employee Retirement Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $14M.

#4,602
in Wholesale Trade (6,843 peers)
-16.4%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckinley Equipment Corporation Employee Retirement Plan's outsized position by total assets

Mckinley Equipment Corporation Employee Retirement Plan vs every filed plan by assets

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

$14,417,796 Top 28% higher than 72% 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

Mckinley Equipment Corporation Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckinley Equipment Corporation Employee Retirement Plan sits mid-pack in the medium band (128 participants).

EBSA filing schedule strip

Filing strip 951804535 · Mckinley Equipment Corporation PY 2022 · 401(k)

Mckinley Equipment Corporation Employee Retirement Plan · $14M · 128 · 72nd

  • TYPE $14M
  • TYPE 128
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near Western States Lodging Employee Savings Plan
  • TYPE ind #4602

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 Wholesale Trade retirement plans → · Plans in California →

Mckinley Equipment Corporation Employee Retirement Plan in the asset neighbourhood

Mckinley Equipment Corporation Employee Retirement PlanMckinley Equipment Corporati…$14MWestern States Lodging Employee Savings PlanWestern States Lodging Emplo…$14MRoadbuilders Machinery and Supply Co Inc 401(k) Profit Sharing PlanRoadbuilders Machinery and S…$14MPathstone Corporation Retirement PlanPathstone Corporation Retire…$14MAmended 401(k) Profit Sharing Plan of Kasa Companies, Inc.Amended 401(k) Profit Sharin…$14M
End-of-year total assets ($M) among Mckinley Equipment Corporation Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN951804535
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckinley Equipment Corporation)

Sponsor-wide plan assets over time

All Mckinley Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.555140327966907% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.4M $18.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 128 $14M
2023 1 124 $17M
2024 1 126 $18M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mckinley Equipment Corporation Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mckinley Equipment Corporation Employee Retirement Plan, Total assets ($B): 0.014417796 · Participants: 128Mckinley Equipment Corporation Employee Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Mckinley Equipment Corporation Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mckinley Equipment Corporation Employee Retirement Plan side-by-side with 3 peers →

Mckinley Equipment Corporation Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Western States Lodging Employee Savings Plan in UT ($14M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Mckinley Equipment Corporation Employee Retirement Plan assets move in 2022? ▼
Mckinley Equipment Corporation Employee Retirement Plan declined sharply - down 16.4% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Mckinley Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckinley Equipment Corporation's sponsor-wide assets grew 25.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Mckinley Equipment Corporation Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Western States Lodging Employee Savings Plan in UT ($14M, 3,272 participants).
Which 401(k) plans cover a similar participant headcount to Mckinley Equipment Corporation Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 951804535.

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.