401(k) Ā· DOL Form 5500 Ā· 2022

Mackenzie Engineering Employees 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$48M
Total assets
205
Participants
80th
Percentile by assets

Sponsored by Mackenzie Engineering, Inc. Ā· Oregon Ā· Professional & Technical Services

What the 2022 filing shows

Mackenzie Engineering Employees 401(k) Profit Sharing Plan holds $48M for 205 participants - about $232,284 per participant, in the top quartile of all filed plans by assets, down 11.1% over the 2022 plan year.

$48M
total plan assets (2022 EOY)
205
covered participants
80th
percentile by assets (of 84,055 plans)
$232,284
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$48M
Participants
205
State
Industry
Professional & Technical Services

What the Filing Says About Mackenzie Engineering Employees 401(k) Profit Sharing Plan

Mackenzie Engineering Employees 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Mackenzie Engineering, Inc., headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 205 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 930573937, and the plan has been effective since 1969-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2022 to $48M at year-end - a decline of 11.1%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-5,938,629 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$-5,938,629
Plan Type401(k)
Employer EIN930573937
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mackenzie Engineering, Inc.)

Year Plans Participants Total Assets
2022 1 205 $48M
2023 1 207 $58M
2024 1 210 $64M

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Frequently Asked Questions

How much money is in the Mackenzie Engineering Employees 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Mackenzie Engineering Employees 401(k) Profit Sharing Plan holds $48M in total assets with 205 participants. It is sponsored by Mackenzie Engineering, Inc..
What type of plan is Mackenzie Engineering Employees 401(k) Profit Sharing Plan?
Mackenzie Engineering Employees 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1969-03-01. The plan is filed with the U.S. Department of Labor under EIN 930573937.
Who sponsors the Mackenzie Engineering Employees 401(k) Profit Sharing Plan?
Mackenzie Engineering Employees 401(k) Profit Sharing Plan is sponsored by Mackenzie Engineering, Inc., located in Oregon. The sponsor's EIN is 930573937 and the plan operates in the Professional & Technical Services industry.
How did Mackenzie Engineering Employees 401(k) Profit Sharing Plan perform in 2022?
Mackenzie Engineering Employees 401(k) Profit Sharing Plan declined by 11.1% during 2022, moving from $54M to $48M in total assets. Net income was $-5,938,629.
Where can I find official filings for Mackenzie Engineering Employees 401(k) Profit Sharing Plan?
Official Form 5500 filings for Mackenzie Engineering Employees 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930573937 or plan name at efast.dol.gov.
How does Mackenzie Engineering Employees 401(k) Profit Sharing Plan compare to other plans?
You can compare Mackenzie Engineering Employees 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks all 133,317 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 930573937.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.