401(k) · DOL Form 5500 · 2023

Macallister Machinery Co., Inc 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
487
Participants Below avg headcount
90th
Percentile by assets National rank
$182,262
Avg per participant Above avg balance/head
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Official DOL plan name: Macallister Retirement Savings Plan · Sponsored by Macallister Machinery Co., Inc · Indiana · Wholesale Trade

$89M in assets, 487 participants

Macallister Machinery Co., Inc's Macallister Retirement Savings Plan reported $89M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #5,814 in Wholesale Trade (6,309 peers)

Where Macallister Retirement Savings Plan sits by assets

Macallister Retirement Savings Plan sits in the top 10% of all filed plans by assets, $89M for 487 participants (~$182,262/participant), up 9.5% in 2023.

#5,814
in Wholesale Trade (6,309 peers)
+9.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Macallister Retirement Savings Plan's outsized position by total assets

Macallister Retirement Savings Plan vs every filed plan by assets

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

$88,761,441 Top 10% higher than 90% 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

Macallister Retirement Savings 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. Macallister Retirement Savings Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Macallister Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Macallister Retirement Savings Plan end-of-year assets rose from $81M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Macallister Retirement Savings Plan reported participants rose from 457 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 350791060 · Macallister Machinery Co., Inc PY 2023 · 401(k)

Macallister Retirement Savings Plan · $89M · 487 · 90th

  • NET $89M
  • BOOK 487
  • VS-ST 90th
  • BOY 401(k)
  • SCH near Agri Beef Co. Profit Sharing Plan and Trust
  • EBSA ind #5814

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 Indiana →

Macallister Retirement Savings Plan in the asset neighbourhood

Werner Co. Employee Savings PlanWerner Co. Employee Savings …$89MMacallister Retirement Savings PlanMacallister Retirement Savin…$89MAgri Beef Co. Profit Sharing Plan and TrustAgri Beef Co. Profit Sharing…$89MIndependent Bank Corporation 401(k) PlanIndependent Bank Corporation…$89MWinona Health Employees' Retirement PlanWinona Health Employees' Ret…$89M
End-of-year total assets ($M) among Macallister Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$89M
Net Income$10M
Employer EIN350791060
Plan Effective Date1952-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Macallister Machinery Co., Inc)

Sponsor-wide plan assets over time

All Macallister Machinery Co., Inc plans reported in each filing year

Latest sponsor-wide plan assets
$536M 33.823686098674635% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $401M $536M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 2,287 $401M
2023 2 2,419 $470M
2024 2 2,672 $536M

Nearby 401(k) Plans in Indiana

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

Macallister Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Macallister Retirement Savings Plan, Total assets ($B): 0.088761441 · Participants: 487Macallister Retirement Savings 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
Macallister Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Macallister Retirement Savings Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Agri Beef Co. Profit Sharing Plan and Trust in ID ($89M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Macallister Retirement Savings Plan assets move in 2023? ▼
Macallister Retirement Savings Plan grew at a solid clip - up 9.5% during 2023, from $81M to $89M. Reported net income was $10M.
How have Macallister Machinery Co., Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Macallister Machinery Co., Inc's sponsor-wide assets grew 33.8%, from $401M to $536M.
Where does Macallister Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Macallister Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Macallister Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri Beef Co. Profit Sharing Plan and Trust in ID ($89M, 1,241 participants).
Which 401(k) plans cover a similar participant headcount to Macallister Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bastion Technologies 401(k) Plan in TX (487 participants, $68M 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 350791060.

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.