401(k) · DOL Form 5500 · 2023

Mckinley Equipment Corporation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
124
Participants Small participant base
69th
Percentile by assets National rank
$134,756
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mckinley Equipment Corporation Employee Retirement Plan · Sponsored by Mckinley Equipment Corporation · California · Wholesale Trade

$17M in assets, 124 participants

Mckinley Equipment Corporation's Mckinley Equipment Corporation Employee Retirement Plan reported $17M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,095 in Wholesale Trade (6,309 peers)

Coverage in California

Mckinley Equipment Corporation Employee Retirement Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $17M.

#4,095
in Wholesale Trade (6,309 peers)
+15.9%
assets growth YoY

Mckinley Equipment Corporation Employee Retirement Plan's outsized position by total assets

Mckinley Equipment Corporation Employee Retirement Plan vs every filed plan by assets

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

$16,709,725 Top 31% higher than 69% 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

Mckinley Equipment Corporation Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckinley Equipment Corporation Employee Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckinley Equipment Corporation Employee Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mckinley Equipment Corporation Employee Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Mckinley Equipment Corporation Employee Retirement Plan reported participants fell from 128 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951804535 · Mckinley Equipment Corporation PY 2023 · 401(k)

Mckinley Equipment Corporation Employee Retirement Plan · $17M · 124 · 69th

  • EBSA $17M
  • PART 124
  • TYPE 69th
  • NET 401(k)
  • BOOK near Matter Surfaces, Inc. 401(k) Plan
  • VS-ST ind #4095

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 Wholesale Trade retirement plans → · Plans in California →

Mckinley Equipment Corporation Employee Retirement Plan in the asset neighbourhood

Mckinley Equipment Corporation Employee Retirement PlanMckinley Equipment Corporati…$17MMatter Surfaces, Inc. 401(k) PlanMatter Surfaces, Inc. 401(k)…$17MAccess Tca, Inc. 401(k) Profit Sharing PlanAccess Tca, Inc. 401(k) Prof…$17MSalt Lake Community Action Program 401(k) PlanSalt Lake Community Action P…$17MAditi Staffing 401(k) Plan$17M
End-of-year total assets ($M) among Mckinley Equipment Corporation Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN951804535
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckinley Equipment Corporation)

Sponsor-wide plan assets over time

All Mckinley Equipment Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$18M 25.555140327966907% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.4M $18.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 128 $14M
2023 1 124 $17M
2024 1 126 $18M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mckinley Equipment Corporation Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mckinley Equipment Corporation Employee Retirement Plan, Total assets ($B): 0.016709725 · Participants: 124Mckinley Equipment Corporation Employee Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mckinley Equipment Corporation Employee Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mckinley Equipment Corporation Employee Retirement Plan side-by-side with 3 peers →

Mckinley Equipment Corporation Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Matter Surfaces, Inc. 401(k) Plan in MA ($17M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Mckinley Equipment Corporation Employee Retirement Plan assets move in 2023? ▼
Mckinley Equipment Corporation Employee Retirement Plan grew sharply - up 15.9% during 2023, from $14M to $17M. Reported net income was $2M.
How have Mckinley Equipment Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckinley Equipment Corporation's sponsor-wide assets grew 25.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Mckinley Equipment Corporation Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matter Surfaces, Inc. 401(k) Plan in MA ($17M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Mckinley Equipment Corporation Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 951804535.

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.