401(k) · DOL Form 5500 · 2022

Mcgeorge Incorporated 401(k) Plan

Data updated 2026-08-25

$336K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$336,049
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Mcgeorge Incorporated Retirement Plan · Sponsored by Mcgeorge Incorporated · North Carolina · Retail Trade

$336K in assets, 1 participants

Mcgeorge Incorporated's Mcgeorge Incorporated Retirement Plan reported $336K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,147 in Retail Trade (9,519 peers)

What the 2022 filing shows

Mcgeorge Incorporated Retirement Plan holds $336K for 1 participant - about $336,049 per participant, among the smaller plans by assets on file.

#2,147
in Retail Trade (9,519 peers)
-1.2%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcgeorge Incorporated Retirement Plan among the smaller filed plans by assets

Mcgeorge Incorporated Retirement Plan vs every filed plan by assets

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

$336,049 15th percentile higher than 15% 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

Mcgeorge Incorporated Retirement 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. Mcgeorge Incorporated Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 842765536 · Mcgeorge Incorporated PY 2022 · 401(k)

Mcgeorge Incorporated Retirement Plan · $336K · 1 · 15th

  • PCT $336K
  • PCT 1
  • PCT 15th
  • PCT 401(k)
  • PCT near J&c Bruck Corp. 401(k) Profit Sharing Plan
  • PCT ind #2147

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 North Carolina →

Mcgeorge Incorporated Retirement Plan in the asset neighbourhood

Mcgeorge Incorporated Retirement PlanMcgeorge Incorporated Retire…$336KJ&c Bruck Corp. 401(k) Profit Sharing PlanJ&c Bruck Corp. 401(k) Profi…$336KJrd Services, Inc. 401(k) PlanJrd Services, Inc. 401(k) Pl…$336KHupp Family Financial Retirement PlanHupp Family Financial Retire…$336KClck Corp. 401(k) Plan$336K
End-of-year total assets ($M) among Mcgeorge Incorporated Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$340K
Net Assets (End of Year)$336K
Net Income-$4K
Employer EIN842765536
Plan Effective Date2019-08-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Mcgeorge Incorporated Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Mcgeorge Incorporated Retirement Plan, Total assets ($B): 0.000336049 · Participants: 1Mcgeorge Incorporated Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Mcgeorge Incorporated Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mcgeorge Incorporated Retirement Plan side-by-side with 3 peers →

Mcgeorge Incorporated Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is J&c Bruck Corp. 401(k) Profit Sharing Plan in GA ($336K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($336K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mcgeorge Incorporated Retirement Plan assets move in 2022? ▼
Mcgeorge Incorporated Retirement Plan edged down modestly - down 1.2% during 2022, from $340K to $336K. Reported net income was -$4K.
Where does Mcgeorge Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Mcgeorge Incorporated Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mcgeorge Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is J&c Bruck Corp. 401(k) Profit Sharing Plan in GA ($336K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mcgeorge Incorporated Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 842765536.

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.