401(k) · DOL Form 5500 · 2022

McDonald's Wholesale Co. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
105
Participants Small participant base
67th
Percentile by assets National rank
$108,519
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan · Sponsored by McDonald's Wholesale Co. · Oregon · Wholesale Trade

$11M in assets, 105 participants

McDonald's Wholesale Co.'s McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan reported $11M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,157 in Wholesale Trade (6,843 peers)

Coverage in Oregon

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan covers 105 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $11M.

#4,157
in Wholesale Trade (6,843 peers)
-4.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan's outsized position by total assets

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan vs every filed plan by assets

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

$11,394,475 Top 33% higher than 67% 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

McDonald's Wholesale Co. Non-Unionized Employee 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. McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan sits mid-pack in the medium band (105 participants).

Published 5500 schedule card

Filing strip 260855703 · McDonald's Wholesale Co. PY 2022 · 401(k)

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan · $11M · 105 · 67th

  • PHOTO $11M
  • IND 105
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Medical Rehabilitation Centers, LLC 401(k) Profit Sharing Plan
  • PCT ind #4157

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 Wholesale Trade retirement plans → · Plans in Oregon →

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan in the asset neighbourhood

McDonald's Wholesale Co. Non-Unionized Employee 401(k) PlanMcDonald's Wholesale Co. Non…$11MMedical Rehabilitation Centers, LLC 401(k) Profit Sharing PlanMedical Rehabilitation Cente…$11MDucker Carlisle LLC 401(k) PlanDucker Carlisle LLC 401(k) P…$11MFundrise 401(k) Plan$11MWilson Smith Cochran Dickerson Employee's Retirement PlanWilson Smith Cochran Dickers…$11M
End-of-year total assets ($M) among McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN260855703
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McDonald's Wholesale Co.)

Sponsor-wide plan assets over time

All McDonald's Wholesale Co. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.9858505986454% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 207 $14M
2024 1 203 $16M

Nearby 401(k) Plans in Oregon

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

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan, Total assets ($B): 0.011394475 · Participants: 105McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan side-by-side with 3 peers →

McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Medical Rehabilitation Centers, LLC 401(k) Profit Sharing Plan in KY ($11M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan assets move in 2022? ▼
McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan edged down modestly - down 4.4% during 2022, from $12M to $11M. Reported net income was -$1M.
How have McDonald's Wholesale Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McDonald's Wholesale Co.'s sponsor-wide assets grew 43.0%, from $11M to $16M.
Which 401(k) plans are similar in size to McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Rehabilitation Centers, LLC 401(k) Profit Sharing Plan in KY ($11M, 1,177 participants).
Which 401(k) plans cover a similar participant headcount to McDonald's Wholesale Co. Non-Unionized Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, 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 260855703.

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.