Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The a.M. Mcgregor Home Pension Plan

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

Sponsored by The Mcgregor Home Foundation ยท Ohio ยท Healthcare & Social Assistance

What the 2023 filing shows

The a.M. Mcgregor Home Pension Plan holds N/A for 154 participants.

N/A
total plan assets (2022 EOY)
154
covered participants
$-16,614,367
reported net income

The plan reported a net loss of $17M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
154
State
Industry
Healthcare & Social Assistance

What the Filing Says About The a.M. Mcgregor Home Pension Plan

The a.M. Mcgregor Home Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Mcgregor Home Foundation, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 154 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 340714356, and the plan has been effective since 1965-10-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-16,614,367 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)$17M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-16,614,367
Plan TypeDefined Benefit (Pension)
Employer EIN340714356
Plan Effective Date1965-10-21
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mcgregor Home Foundation)

Year Plans Participants Total Assets
2022 2 652 $6M
2023 1 476 $6M
2024 1 489 $8M

Nearby Defined Benefit (Pension) Plans in Ohio

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Frequently Asked Questions

How much money is in the The a.M. Mcgregor Home Pension Plan?
As of the 2022 Form 5500 filing, The a.M. Mcgregor Home Pension Plan holds N/A in total assets with 154 participants. It is sponsored by The Mcgregor Home Foundation.
What type of plan is The a.M. Mcgregor Home Pension Plan?
The a.M. Mcgregor Home Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1965-10-21. The plan is filed with the U.S. Department of Labor under EIN 340714356.
Who sponsors the The a.M. Mcgregor Home Pension Plan?
The a.M. Mcgregor Home Pension Plan is sponsored by The Mcgregor Home Foundation, located in Ohio. The sponsor's EIN is 340714356 and the plan operates in the Healthcare & Social Assistance industry.
How did The a.M. Mcgregor Home Pension Plan perform in 2022?
The a.M. Mcgregor Home Pension Plan held N/A in total assets at the end of 2022. Net income was $-16,614,367.
Where can I find official filings for The a.M. Mcgregor Home Pension Plan?
Official Form 5500 filings for The a.M. Mcgregor Home Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 340714356 or plan name at efast.dol.gov.
How does The a.M. Mcgregor Home Pension Plan compare to other plans?
You can compare The a.M. Mcgregor Home Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio 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 340714356.

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.