401(k) · DOL Form 5500 · 2022
Mackenzie Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $90,706
- Avg per participant Below avg balance/head
Official DOL plan name: The Mackenzie Companies 401(k) Plan · Sponsored by Mackenzie Ventures, LLC · Maryland · Real Estate
$15M in assets, 168 participants
Mackenzie Ventures, LLC's The Mackenzie Companies 401(k) Plan reported $15M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,356 in Real Estate (5,057 peers)
Coverage in Maryland
The Mackenzie Companies 401(k) Plan covers 168 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $15M.
- #4,356
- in Real Estate (5,057 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Mackenzie Companies 401(k) Plan's outsized position by total assets
The Mackenzie Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,238,688 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Mackenzie Companies 401(k) 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. The Mackenzie Companies 401(k) Plan sits mid-pack in the medium band (168 participants).
Published 5500 schedule card
Filing strip 463558556 · Mackenzie Ventures, LLC PY 2022 · 401(k)
The Mackenzie Companies 401(k) Plan · $15M · 168 · 73rd
- PCT $15M
- PCT 168
- PCT 73rd
- PCT 401(k)
- PCT near Cobre Valley Regional Medical Center 401(k) Profit Sharing Plan
- PCT ind #4356
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 Real Estate retirement plans → · Plans in Maryland →
The Mackenzie Companies 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 463558556 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mackenzie Ventures, LLC)
Sponsor-wide plan assets over time
All Mackenzie Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 33.27753019157555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $15M |
| 2023 | 1 | 181 | $17M |
| 2024 | 1 | 159 | $20M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
The Mackenzie Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Cobre Valley Regional Medical Center 401(k) Profit Sharing Plan in AZ ($15M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Mmi-Es 401(k) Retirement Plan (MI) 168 · 0 off
- Tierney Brothers, Inc. Profit Sharing Plan and 401(k) Plan (MN) 168 · 0 off
- Femco Machine Co. 401(k) Plan (PA) 168 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.