Other · DOL Form 5500 · 2023

Robert J Mc Gee P C Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 32nd
Percentile by assets National rank: $1.1M
Avg per participant High balance/head

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Official DOL plan name: Robert J Mcgee Profit Sharing Plan · Sponsored by Robert J Mc Gee P C · Iowa · Professional & Technical Services

$2M in assets, 2 participants

Robert J Mc Gee P C's Robert J Mcgee Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#5,639 in Professional & Technical Services (20,321 peers)

Robert J Mc Gee P C multi-year trail

Robert J Mc Gee P C's plans moved +24.4% in assets from 2022 to 2024; this filing shows Robert J Mcgee Profit Sharing Plan at $2M / 2 participants.

#5,639
in Professional & Technical Services (20,321 peers): +10.5%
assets growth YoY

Robert J Mcgee Profit Sharing Plan among the smaller filed plans by assets

Robert J Mcgee Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,208,557 32nd percentile higher than 32% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Robert J Mcgee Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Mcgee Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Robert J Mcgee Profit Sharing Plan reported net income rose from -$49K in the plan year 2022 filing to $209K in the plan year 2023 filing.
Robert J Mcgee Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421238651 · Robert J Mc Gee P C PY 2023 · Other

Robert J Mcgee Profit Sharing Plan · $2M · 2 · 32nd

SCH $2M
SCH 2
SCH 32nd
SCH Other
SCH near Good Shepherd Services, Ltd 403(b) Retirement Plan
SCH ind #5639

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 Professional & Technical Services retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Robert J Mcgee Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Robert J Mc Gee P C multi-year asset trail

Latest sponsor-wide plan assets: $2M 24.429731016710416% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$2M

Robert J Mc Gee P C filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$209K
Employer EIN	421238651
Plan Effective Date	1985-11-30
Filing Status	FILING RECEIVED

Nearby Other Plans in Iowa

Peer Other plans, same state, same plan type, ranked by total assets.

Robert J Mcgee Profit Sharing Plan vs. nearby Other plans in Iowa, assets vs. participants

Iaicu Multiple Employer Plan $593M · 2,396
Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
Grinnell College Employees Retirement Savings Plan $353M · 810
Genesis Health System Retirement Savings Plan $345M · 4,651
Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224

Compare Robert J Mcgee Profit Sharing Plan side-by-side with 3 peers →

Robert J Mcgee Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Good Shepherd Services, Ltd 403(b) Retirement Plan in WI ($2M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Good Shepherd Services, Ltd 403(b) Retirement Plan (WI) $2M · 193
Sirs 403(b) Plan (IN) $2M · 173
Employee Benefit Plan of Girl Scouts of Connecticut, Inc. (CT) $2M · 54
Cloverwood Senior Living Inc. 403(b) Plan (NY) $2M · 181

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert J Mcgee Profit Sharing Plan assets move in 2023? ▼

Robert J Mcgee Profit Sharing Plan grew at a solid clip - up 10.5% during 2023, from $2M to $2M. Reported net income was $209K.

How have Robert J Mc Gee P C plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert J Mc Gee P C's sponsor-wide assets grew 24.4%, from $2M to $2M.

Which Other plans are similar in size to Robert J Mcgee Profit Sharing Plan? ▼

Among Other plans in other states, the closest by assets is Good Shepherd Services, Ltd 403(b) Retirement Plan in WI ($2M, 193 participants).

Which Other plans cover a similar participant headcount to Robert J Mcgee Profit Sharing Plan? ▼

Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421238651.