Profit Sharing · DOL Form 5500 · 2023
David Mckee, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $6M
- Total assets
- 3
- Participants
- 47th
- Percentile by assets
- $1.9M
- Avg per participant
Official DOL plan name: David Mckee, Inc. Pension Trust · Sponsored by David Mckee, Inc. · New York · Retail Trade
$6M in assets, 3 participants
David Mckee, Inc.'s David Mckee, Inc. Pension Trust reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- 47th percentile by assets (of 127,072 plans)
- #4,839 in Retail Trade (8,414 peers)
David Mckee, Inc. multi-year trail
David Mckee, Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows David Mckee, Inc. Pension Trust at $6M / 3 participants.
- $6M
- total plan assets (2023 EOY)
- 3
- covered participants
- 47th
- percentile by assets (of 127,072 plans)
- $1.9M
- avg assets per participant
The plan reported a net loss of $360K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- David Mckee, Inc. Pension Trust reported net income fell from -$184K in the plan year 2022 filing to -$360K in the plan year 2023 filing.
- David Mckee, Inc. Pension Trust end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
David Mckee, Inc. across 3 plan years on file
Across the 3 plan years David Mckee, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $7M, a gain of 13.4%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($7M); trough: 2023 ($6M).
David Mckee, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $6M |
| 2023 | 1 | 3 | $6M |
| 2024 | 1 | 3 | $7M |
David Mckee, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$360K |
| Employer EIN | 132789722 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
David Mckee, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to David Mckee, Inc. Pension Trust by total assets, not by location.
Frequently Asked Questions
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Next read for David Mckee, Inc. Pension Trust
Multi-year trail
Ways to act on David Mckee, Inc. Pension Trust's numbers.
- By total assets, David Mckee, Inc. Pension Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- David Mckee, Inc.'s sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Retail Trade plans