ESOP · DOL Form 5500 · 2022
Mackenzie Group Inc ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $158,122
- Avg per participant Above avg balance/head
Official DOL plan name: The Mackenzie ESOP · Sponsored by Mackenzie Group Inc · New Jersey · Wholesale Trade
$9M in assets, 55 participants
Mackenzie Group Inc's The Mackenzie ESOP reported $9M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,664 in Wholesale Trade (6,843 peers)
Mackenzie Group Inc multi-year trail
Mackenzie Group Inc's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Mackenzie ESOP at $9M / 55 participants.
- #3,664
- in Wholesale Trade (6,843 peers)
- +20.4%
- assets growth YoY
The Mackenzie ESOP's mid-pack asset rank among Wholesale Trade and all filers
The Mackenzie ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,696,715 Top 38% higher than 62% 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
The Mackenzie ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mackenzie ESOP is a small filing (55 participants) on this national headcount ladder.
DOL schedule card
Filing strip 135667459 · Mackenzie Group Inc PY 2022 · ESOP
The Mackenzie ESOP · $9M · 55 · 62nd
- BOY $9M
- SCH 55
- EBSA 62nd
- PART ESOP
- TYPE near First Commercial Financial Corp. Employee Stock Ownership Plan
- NET ind #3664
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 What is an ESOP? → · Plans in New Jersey →
The Mackenzie ESOP in the asset neighbourhood
Mackenzie Group Inc multi-year asset trail
Sponsor-wide plan assets over time
All Mackenzie Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 35.265039730518936% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $9M |
| 2023 | 1 | 58 | $9M |
| 2024 | 1 | 59 | $12M |
Mackenzie Group Inc filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 135667459 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New Jersey
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Johnson and Johnson Retirement Savings Plan $511M · 3,858
- Okonite Company Employees Stock Ownership Plan $376M · 1,111
- Mathematica Group Holding Inc. Employee Stock Ownership Plan $303M · 1,383
- Conair LLC Savings and Investment Plan $299M · 1,131
- Investors Bank Amended and Restated Employee Stock Ownership Plan $127M · 1,287
The Mackenzie ESOP's out-of-state ESOP peers by assets and headcount
Outside New Jersey, the nearest ESOP by assets is First Commercial Financial Corp. Employee Stock Ownership Plan in TX ($9M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 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.