Other · DOL Form 5500 · 2022

Robert J Mc Gee P C Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$999,616
Avg per participant High balance/head
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Official DOL plan name: Robert J Mcgee Profit Sharing Plan · Sponsored by Robert J Mc Gee P C · Iowa · Professional & Technical Services

$2M in assets, 2 participants

Robert J Mc Gee P C's Robert J Mcgee Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,548 in Professional & Technical Services (21,562 peers)

Robert J Mc Gee P C multi-year trail

Robert J Mc Gee P C's plans moved +24.4% in assets from 2022 to 2024; this filing shows Robert J Mcgee Profit Sharing Plan at $2M / 2 participants.

#6,548
in Professional & Technical Services (21,562 peers)
-2.4%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert J Mcgee Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robert J Mcgee Profit Sharing Plan vs every filed plan by assets

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

$1,999,232 34th percentile higher than 34% 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

Robert J Mcgee Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Mcgee Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 421238651 · Robert J Mc Gee P C PY 2022 · Other

Robert J Mcgee Profit Sharing Plan · $2M · 2 · 34th

  • 5500 $2M
  • 5500 2
  • 5500 34th
  • 5500 Other
  • 5500 near Northeastern Rural Health Clinics 403(b) Plan
  • 5500 ind #6548

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Robert J Mcgee Profit Sharing Plan in the asset neighbourhood

Robert J Mcgee Profit Sharing PlanRobert J Mcgee Profit Sharin…$2MNortheastern Rural Health Clinics 403(b) PlanNortheastern Rural Health Cl…$2MFamily Resources 403(b) Thrift PlanFamily Resources 403(b) Thri…$2MRose & Rose Profit Sharing PlanRose & Rose Profit Sharing P…$2MNorthern Panhandle Head Start Retirement Savings ProgramNorthern Panhandle Head Star…$2M
End-of-year total assets ($M) among Robert J Mcgee Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Robert J Mc Gee P C multi-year asset trail

Sponsor-wide plan assets over time

All Robert J Mc Gee P C plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.429731016710416% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2M $2.49M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Robert J Mc Gee P C filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$49K
Employer EIN421238651
Plan Effective Date1985-11-30
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Robert J Mcgee Profit Sharing Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Robert J Mcgee Profit Sharing Plan, Total assets ($M): 1.999232 · Participants: 2Robert J Mcgee Profit Sharing PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Robert J Mcgee Profit Sharing Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Robert J Mcgee Profit Sharing Plan side-by-side with 3 peers →

Robert J Mcgee Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Northeastern Rural Health Clinics 403(b) Plan in CA ($2M); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J Mcgee Profit Sharing Plan assets move in 2022? ▼
Robert J Mcgee Profit Sharing Plan edged down modestly - down 2.4% during 2022, from $2M to $2M. Reported net income was -$49K.
How have Robert J Mc Gee P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J Mc Gee P C's sponsor-wide assets grew 24.4%, from $2M to $2M.
Which Other plans are similar in size to Robert J Mcgee Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Northeastern Rural Health Clinics 403(b) Plan in CA ($2M, 116 participants).
Which Other plans cover a similar participant headcount to Robert J Mcgee Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M 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 421238651.

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.