Profit Sharing · DOL Form 5500 · 2023

K. Mccaffrey, LLC. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 4
Participants Small participant base: 48th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: K. Mccaffrey, LLC. Profit Sharing Plan · Sponsored by K. Mccaffrey, LLC. · Arizona · Wholesale Trade

$6M in assets, 4 participants

K. Mccaffrey, LLC.'s K. Mccaffrey, LLC. Profit Sharing Plan reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#2,399 in Wholesale Trade (6,309 peers)

K. Mccaffrey, LLC. multi-year trail

K. Mccaffrey, LLC.'s plans moved +22.5% in assets from 2022 to 2024; this filing shows K. Mccaffrey, LLC. Profit Sharing Plan at $6M / 4 participants.

#2,399
in Wholesale Trade (6,309 peers): +6.5%
assets growth YoY

K. Mccaffrey, LLC. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

K. Mccaffrey, LLC. Profit Sharing Plan vs every filed plan by assets

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

$6,170,329 48th percentile higher than 48% 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

K. Mccaffrey, LLC. 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. K. Mccaffrey, LLC. Profit Sharing Plan is a micro filing (4 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%)

K. Mccaffrey, LLC. Profit Sharing Plan reported net income fell from $650K in the plan year 2022 filing to $377K in the plan year 2023 filing.
K. Mccaffrey, LLC. Profit Sharing Plan end-of-year assets rose 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 010851788 · K. Mccaffrey, LLC. PY 2023 · Profit Sharing

K. Mccaffrey, LLC. Profit Sharing Plan · $6M · 4 · 48th

BOOK $6M
VS-ST 4
BOY 48th
SCH Profit Sharing
EBSA near Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund
PART ind #2399

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 Arizona →

End-of-year total assets ($M) among K. Mccaffrey, LLC. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

K. Mccaffrey, LLC. multi-year asset trail

Latest sponsor-wide plan assets: $7M 22.53692955125294% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$6M
2023	1	4	$6M
2024	1	4	$7M

K. Mccaffrey, LLC. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$377K
Employer EIN	010851788
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

K. Mccaffrey, LLC. Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
Marana Health Center, Inc. 403b Plan $28M · 725
Center for Biological Diversity 403(b) DC Plan $26M · 180

Compare K. Mccaffrey, LLC. Profit Sharing Plan side-by-side with 3 peers →

K. Mccaffrey, LLC. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in TN ($6M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
Nomax Inc. Retirement Plan (LA) 4 · 0 off
Unit Design Inc Ps (LA) 4 · 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 K. Mccaffrey, LLC. Profit Sharing Plan assets move in 2023? ▼

K. Mccaffrey, LLC. Profit Sharing Plan grew at a solid clip - up 6.5% during 2023, from $6M to $6M. Reported net income was $377K.

How have K. Mccaffrey, LLC. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), K. Mccaffrey, LLC.'s sponsor-wide assets grew 22.5%, from $6M to $7M.

Which Profit Sharing plans are similar in size to K. Mccaffrey, LLC. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity Fund in TN ($6M, 1,114 participants).

Which Profit Sharing plans cover a similar participant headcount to K. Mccaffrey, LLC. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 010851788.