401(k) · DOL Form 5500 · 2023

Mackenzie Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
181
Participants Below avg headcount
70th
Percentile by assets National rank
$95,174
Avg per participant Below avg balance/head
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Official DOL plan name: The Mackenzie Companies 401(k) Plan · Sponsored by Mackenzie Ventures, LLC · Maryland · Real Estate

$17M in assets, 181 participants

Mackenzie Ventures, LLC's The Mackenzie Companies 401(k) Plan reported $17M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,005 in Real Estate (4,727 peers)

Coverage in Maryland

The Mackenzie Companies 401(k) Plan covers 181 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $17M.

#4,005
in Real Estate (4,727 peers)
+13.0%
assets growth YoY

The Mackenzie Companies 401(k) Plan's outsized position by total assets

The Mackenzie Companies 401(k) Plan vs every filed plan by assets

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

$17,226,416 Top 30% higher than 70% 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

The Mackenzie Companies 401(k) 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. The Mackenzie Companies 401(k) Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mackenzie Companies 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Mackenzie Companies 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Mackenzie Companies 401(k) Plan reported participants rose from 168 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463558556 · Mackenzie Ventures, LLC PY 2023 · 401(k)

The Mackenzie Companies 401(k) Plan · $17M · 181 · 70th

  • PHOTO $17M
  • PHOTO 181
  • PHOTO 70th
  • PHOTO 401(k)
  • PHOTO near Environmental Science U.S. LLC 401(k) Plan
  • PHOTO ind #4005

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 Maryland →

The Mackenzie Companies 401(k) Plan in the asset neighbourhood

The Mackenzie Companies 401(k) PlanThe Mackenzie Companies 401(…$17MEnvironmental Science U.S. LLC 401(k) PlanEnvironmental Science U.S. L…$17MIronclad Technology Services LLC 401(k) PlanIronclad Technology Services…$17MThe Nsabp Foundation, Inc. Matched Savings and Profit Sharing PlanThe Nsabp Foundation, Inc. M…$17MPrbo 401(k) Plan$17M
End-of-year total assets ($M) among The Mackenzie Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN463558556
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mackenzie Ventures, LLC)

Sponsor-wide plan assets over time

All Mackenzie Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 33.27753019157555% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $20.3M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 168 $15M
2023 1 181 $17M
2024 1 159 $20M

Nearby 401(k) Plans in Maryland

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

The Mackenzie Companies 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Mackenzie Companies 401(k) Plan, Total assets ($B): 0.017226416 · Participants: 181The Mackenzie Companies 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Mackenzie Companies 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Mackenzie Companies 401(k) Plan side-by-side with 3 peers →

The Mackenzie Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Environmental Science U.S. LLC 401(k) Plan in NC ($17M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 The Mackenzie Companies 401(k) Plan assets move in 2023? ▼
The Mackenzie Companies 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Mackenzie Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mackenzie Ventures, LLC's sponsor-wide assets grew 33.3%, from $15M to $20M.
Which 401(k) plans are similar in size to The Mackenzie Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Science U.S. LLC 401(k) Plan in NC ($17M, 253 participants).
Which 401(k) plans cover a similar participant headcount to The Mackenzie Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 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 463558556.

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.