Profit Sharing · DOL Form 5500 · 2023

David Mckee, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
47th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,839
in Retail Trade (8,414 peers)
-5.9%
assets change YoY

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.

David Mckee, Inc. Pension Trust's mid-pack asset rank among Retail Trade and all filers

David Mckee, Inc. Pension Trust vs every filed plan by assets

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

$5,773,457 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

David Mckee, Inc. Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Mckee, Inc. Pension Trust is a micro filing (3 participants), the leftmost band.

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132789722 · David Mckee, Inc. PY 2023 · Profit Sharing

David Mckee, Inc. Pension Trust · $6M · 3 · 47th

  • EOY $6M
  • 5500 3
  • ASSETS 47th
  • PCT Profit Sharing
  • EIN near Cosmetic Surgery and Dermatology of Issaquah Profit Sharing Plan
  • RANK ind #4839

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 Retail Trade retirement plans → · Plans in New York →

David Mckee, Inc. Pension Trust in the asset neighbourhood

Southwest Hide Co. Profit Sharing PlanSouthwest Hide Co. Profit Sh…$6MAutogermana Bmw 1165(e) Savings PlanAutogermana Bmw 1165(e) Savi…$6MDavid Mckee, Inc. Pension TrustDavid Mckee, Inc. Pension Tr…$6MCosmetic Surgery and Dermatology of Issaquah Profit Sharing PlanCosmetic Surgery and Dermato…$6MFlexible Annuity DC Plan of Community Health AllianceFlexible Annuity DC Plan of …$6M
End-of-year total assets ($M) among David Mckee, Inc. Pension Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

David Mckee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All David Mckee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.353061640062364% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.13M $6.95M ▲ +13.4%
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 EIN132789722
Plan Effective Date1980-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants David Mckee, Inc. Pension Trust, Total assets ($B): 0.005773457 · Participants: 3David Mckee, Inc. Pension TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
David Mckee, Inc. Pension Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare David Mckee, Inc. Pension Trust side-by-side with 3 peers →

David Mckee, Inc. Pension Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Cosmetic Surgery and Dermatology of Issaquah Profit Sharing Plan in WA ($6M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 David Mckee, Inc. Pension Trust assets move in 2023? ▼
David Mckee, Inc. Pension Trust pulled back noticeably - down 5.9% during 2023, from $6M to $6M. Reported net income was -$360K.
How have David Mckee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Mckee, Inc.'s sponsor-wide assets grew 13.4%, from $6M to $7M.
Which Profit Sharing plans are similar in size to David Mckee, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cosmetic Surgery and Dermatology of Issaquah Profit Sharing Plan in WA ($6M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to David Mckee, Inc. Pension Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 132789722.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.