401(k) · DOL Form 5500 · 2023

Mckenzie Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
132
Participants Small participant base
33rd
Percentile by assets National rank
$18,385
Avg per participant Low balance/head
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Official DOL plan name: Mckenzie Retirement Readiness 401(k) Plan · Sponsored by Mckenzie Foods, Inc. · Indiana · Food Services & Accommodation

$2M in assets, 132 participants

Mckenzie Foods, Inc.'s Mckenzie Retirement Readiness 401(k) Plan reported $2M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,642 in Food Services & Accommodation (3,828 peers)

Coverage in Indiana

Mckenzie Retirement Readiness 401(k) Plan covers 132 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $2M.

#2,642
in Food Services & Accommodation (3,828 peers)
+16.8%
assets growth YoY

Mckenzie Retirement Readiness 401(k) Plan among the smaller filed plans by assets

Mckenzie Retirement Readiness 401(k) Plan vs every filed plan by assets

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

$2,426,826 33rd percentile higher than 33% 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

Mckenzie Retirement Readiness 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. Mckenzie Retirement Readiness 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckenzie Retirement Readiness 401(k) Plan reported net income rose from -$325K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Mckenzie Retirement Readiness 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mckenzie Retirement Readiness 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351726952 · Mckenzie Foods, Inc. PY 2023 · 401(k)

Mckenzie Retirement Readiness 401(k) Plan · $2M · 132 · 33rd

  • PCT $2M
  • EIN 132
  • RANK 33rd
  • PHOTO 401(k)
  • IND near Nea Therapy Providers 401(k) Plan
  • EOY ind #2642

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

Mckenzie Retirement Readiness 401(k) Plan in the asset neighbourhood

Mckenzie Retirement Readiness 401(k) PlanMckenzie Retirement Readines…$2MNea Therapy Providers 401(k) PlanNea Therapy Providers 401(k)…$2MZeta Group Engineering LLC 401(k) Profit Sharing Plan & TrustZeta Group Engineering LLC 4…$2MRandall Mcanany Company Profit Sharing PlanRandall Mcanany Company Prof…$2MO'connor Kimball, LLP 401(k) Savings and Profit Sharing PlanO'connor Kimball, LLP 401(k)…$2M
End-of-year total assets ($M) among Mckenzie Retirement Readiness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$350K
Employer EIN351726952
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckenzie Foods, Inc.)

Sponsor-wide plan assets over time

All Mckenzie Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.516843936635333% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.08M $2.67M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 132 $2M
2024 1 266 $3M

Nearby 401(k) Plans in Indiana

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

Mckenzie Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mckenzie Retirement Readiness 401(k) Plan, Total assets ($B): 0.002426826 · Participants: 132Mckenzie Retirement Readiness 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Mckenzie Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Mckenzie Retirement Readiness 401(k) Plan side-by-side with 3 peers →

Mckenzie Retirement Readiness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Nea Therapy Providers 401(k) Plan in AR ($2M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Mckenzie Retirement Readiness 401(k) Plan assets move in 2023? ▼
Mckenzie Retirement Readiness 401(k) Plan grew sharply - up 16.8% during 2023, from $2M to $2M. Reported net income was $350K.
How have Mckenzie Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckenzie Foods, Inc.'s sponsor-wide assets grew 28.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Mckenzie Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nea Therapy Providers 401(k) Plan in AR ($2M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Mckenzie Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 351726952.

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.