401(k) · DOL Form 5500 · 2022
Mckinley Capital Management, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $258,094
- Avg per participant Above avg balance/head
Official DOL plan name: Mckinley Management, Inc. 401(k) Savings Plan · Sponsored by Mckinley Capital Management, LLC · Alaska · Finance & Insurance
$25M in assets, 96 participants
Mckinley Capital Management, LLC's Mckinley Management, Inc. 401(k) Savings Plan reported $25M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #6,345 in Finance & Insurance (9,261 peers)
Where Mckinley Management, Inc. 401(k) Savings Plan sits by assets
Mckinley Management, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $25M for 96 participants (~$258,094/participant), down 19.4% in 2022.
- #6,345
- in Finance & Insurance (9,261 peers)
- -19.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Mckinley Management, Inc. 401(k) Savings Plan's outsized position by total assets
Mckinley Management, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,777,007 Top 20% higher than 80% 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
Mckinley Management, Inc. 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckinley Management, Inc. 401(k) Savings Plan is a small filing (96 participants) on this national headcount ladder.
DOL schedule card
Filing strip 920136349 · Mckinley Capital Management, LLC PY 2022 · 401(k)
Mckinley Management, Inc. 401(k) Savings Plan · $25M · 96 · 80th
- EIN $25M
- RANK 96
- PHOTO 80th
- IND 401(k)
- EOY near Firstbank Southwest 401(k) & Profit Sharing Plan
- 5500 ind #6345
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 Finance & Insurance retirement plans → · Plans in Alaska →
Mckinley Management, Inc. 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$6M |
| Employer EIN | 920136349 |
| Plan Effective Date | 1995-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alaska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Arctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan $1.1B · 13,757
- Gainwell Technologies 401(k) Plan $424M · 8,051
- Cook Inlet Region 401(k) Retirement Plan $382M · 4,595
- Gci 401(k) Plan $350M · 1,825
- Bristol Bay Native Corporation 401(k) Savings Plan $346M · 4,416
Mckinley Management, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alaska, the nearest 401(k) by assets is Firstbank Southwest 401(k) & Profit Sharing Plan in TX ($25M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.