401(k)
2022 plan-year 401(k) DOL Form 5500

L . D. Mccauley/Mcgard Retirement Plan

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

Sponsored by Mcgard LLC ยท New York ยท Wholesale Trade

What the 2023 filing shows

L . D. Mccauley/Mcgard Retirement Plan holds $48M for 692 participants - about $69,641 per participant, down 16.7% over the 2022 plan year.

$48M
total plan assets (2022 EOY)
692
covered participants
$69,641
avg assets per participant
-16.7%
assets change YoY

The plan reported a net loss of $10M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$48M
Participants
692
State
Industry
Wholesale Trade

What the Filing Says About L . D. Mccauley/Mcgard Retirement Plan

L . D. Mccauley/Mcgard Retirement Plan is a 401(k) retirement plan sponsored by Mcgard LLC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 692 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 202374195, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2022 to $48M at year-end โ€” a decline of 16.7%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-9,632,067 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 โ€” 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)$58M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$-9,632,067
Plan Type401(k)
Employer EIN202374195
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgard LLC)

Year Plans Participants Total Assets
2022 1 692 $48M
2023 1 678 $53M
2024 1 615 $59M

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Frequently Asked Questions

How much money is in the L . D. Mccauley/Mcgard Retirement Plan?
As of the 2022 Form 5500 filing, L . D. Mccauley/Mcgard Retirement Plan holds $48M in total assets with 692 participants. It is sponsored by Mcgard LLC.
What type of plan is L . D. Mccauley/Mcgard Retirement Plan?
L . D. Mccauley/Mcgard Retirement Plan is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 202374195.
Who sponsors the L . D. Mccauley/Mcgard Retirement Plan?
L . D. Mccauley/Mcgard Retirement Plan is sponsored by Mcgard LLC, located in New York. The sponsor's EIN is 202374195 and the plan operates in the Wholesale Trade industry.
How did L . D. Mccauley/Mcgard Retirement Plan perform in 2022?
L . D. Mccauley/Mcgard Retirement Plan declined by 16.7% during 2022, moving from $58M to $48M in total assets. Net income was $-9,632,067.
Where can I find official filings for L . D. Mccauley/Mcgard Retirement Plan?
Official Form 5500 filings for L . D. Mccauley/Mcgard Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 202374195 or plan name at efast.dol.gov.
How does L . D. Mccauley/Mcgard Retirement Plan compare to other plans?
You can compare L . D. Mccauley/Mcgard Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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) โ€” original filing retrieval by EIN 202374195.

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

Reference: IRS Publication 590-B โ€” 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.