401(k) · DOL Form 5500 · 2022
The Mcgregor Foundation 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 498
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $11,061
- Avg per participant Low balance/head
Official DOL plan name: The Mcgregor Retirement Savings Plan · Sponsored by The Mcgregor Foundation · Ohio · Healthcare & Social Assistance
$6M in assets, 498 participants
The Mcgregor Foundation's The Mcgregor Retirement Savings Plan reported $6M in total assets and 498 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #11,713 in Healthcare & Social Assistance (20,060 peers)
The Mcgregor Foundation multi-year trail
The Mcgregor Foundation's plans moved +49.7% in assets from 2022 to 2024; this filing shows The Mcgregor Retirement Savings Plan at $6M / 498 participants.
- #11,713
- in Healthcare & Social Assistance (20,060 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $508K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Mcgregor Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Mcgregor Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,508,271 Top 48% higher than 52% 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 Mcgregor Retirement Savings 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 Mcgregor Retirement Savings Plan sits mid-pack in the medium band (498 participants).
Plan-year Form 5500 strip
Filing strip 340714356 · The Mcgregor Foundation PY 2022 · 401(k)
The Mcgregor Retirement Savings Plan · $6M · 498 · 52nd
- NET $6M
- NET 498
- NET 52nd
- NET 401(k)
- NET near Vocativ, LLC 401(k) Plan
- NET ind #11713
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
The Mcgregor Retirement Savings Plan in the asset neighbourhood
The Mcgregor Foundation multi-year asset trail
Sponsor-wide plan assets over time
All The Mcgregor Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 49.714093587624866% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 652 | $6M |
| 2023 | 1 | 476 | $6M |
| 2024 | 1 | 489 | $8M |
The Mcgregor Foundation filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$508K |
| Employer EIN | 340714356 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
The Mcgregor Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vocativ, LLC 401(k) Plan in NY ($6M); by covered participants it is Ehpv 401(k) Plan in NE (498 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (498 participants); asset peers above are excluded.
- Ehpv 401(k) Plan (NE) 498 · 0 off
- Trans-System, Inc. 401(k) Plan (WA) 498 · 0 off
- Midamerica Hotels Corporation Profit Sharing Plan (MO) 498 · 0 off
- Accolade Healthcare Retirement Savers Plan (MO) 498 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.