401(k) · DOL Form 5500 · 2023

Mckee Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$171K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$85,554
Avg per participant Below avg balance/head
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Official DOL plan name: Mckee Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Mckee Investments, Inc. · Tennessee · Real Estate

$171K in assets, 2 participants

Mckee Investments, Inc.'s Mckee Investments, Inc. 401(k) Profit Sharing Plan reported $171K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #668 in Real Estate (4,727 peers)

2023 asset change

Mckee Investments, Inc. 401(k) Profit Sharing Plan contracted severely 44.3% in 2023 ($307K → $171K) for 2 participants.

#668
in Real Estate (4,727 peers)
-44.3%
assets change YoY

The plan reported a net loss of $136K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckee Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mckee Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$171,108 10th percentile higher than 10% 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

Mckee Investments, Inc. 401(k) 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. Mckee Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckee Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $307K in the plan year 2022 filing to -$136K in the plan year 2023 filing.
  • Mckee Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $307K in the plan year 2022 filing to $171K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 883359958 · Mckee Investments, Inc. PY 2023 · 401(k)

Mckee Investments, Inc. 401(k) Profit Sharing Plan · $171K · 2 · 10th

  • EBSA $171K
  • PART 2
  • TYPE 10th
  • NET 401(k)
  • BOOK near Maison Danel 401(k)
  • VS-ST ind #668

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 Real Estate retirement plans → · Plans in Tennessee →

Mckee Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Mckee Investments, Inc. 401(k) Profit Sharing PlanMckee Investments, Inc. 401(…$171KMaison Danel 401(k)$171KMeyer Senior Services Enterprises, Inc 401(k) Profit Sharing PlanMeyer Senior Services Enterp…$171KCrescendo Trade, Inc. 401(k) PlanCrescendo Trade, Inc. 401(k)…$171KBeck's Store Retirement Plan$171K
End-of-year total assets ($M) among Mckee Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mckee Investments, Inc. years around the 2023 move

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$300K 2.504221420414431% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.31M $0.3M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 2 $307K
2023 1 2 $171K
2024 1 5 $300K

2023 asset-move particulars

Total Assets (Beginning of Year)$307K
Net Assets (End of Year)$171K
Net Income-$136K
Employer EIN883359958
Plan Effective Date2022-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Mckee Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Mckee Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000171108 · Participants: 2Mckee Investments, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Mckee Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Mckee Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mckee Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Maison Danel 401(k) in CA ($171K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mckee Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Mckee Investments, Inc. 401(k) Profit Sharing Plan contracted severely - down 44.3% during 2023, from $307K to $171K. Reported net income was -$136K.
How have Mckee Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckee Investments, Inc.'s sponsor-wide assets declined 2.5%, from $307K to $300K.
Where does Mckee Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mckee Investments, Inc. 401(k) Profit Sharing Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mckee Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Maison Danel 401(k) in CA ($171K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Mckee Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 883359958.

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.