401(k) · DOL Form 5500 · 2023

Mcgee Company 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
109
Participants Small participant base
65th
Percentile by assets National rank
$124,335
Avg per participant Near avg balance/head
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Official DOL plan name: Mcgee Company 401(k) Profit Sharing Plan · Sponsored by Mcgee Company · Colorado · Wholesale Trade

$14M in assets, 109 participants

Mcgee Company's Mcgee Company 401(k) Profit Sharing Plan reported $14M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,698 in Wholesale Trade (6,309 peers)

Coverage in Colorado

Mcgee Company 401(k) Profit Sharing Plan covers 109 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $14M.

#3,698
in Wholesale Trade (6,309 peers)
+17.3%
assets growth YoY

Mcgee Company 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Mcgee Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,552,488 Top 35% higher than 65% 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

Mcgee Company 401(k) Profit Sharing 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. Mcgee Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcgee Company 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mcgee Company 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Mcgee Company 401(k) Profit Sharing Plan reported participants rose from 101 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840457707 · Mcgee Company PY 2023 · 401(k)

Mcgee Company 401(k) Profit Sharing Plan · $14M · 109 · 65th

  • EIN $14M
  • EIN 109
  • EIN 65th
  • EIN 401(k)
  • EIN near Coastal Bend Bancshares, Inc. Employee Stock Ownership Plan & Trust
  • EIN ind #3698

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 Colorado →

Mcgee Company 401(k) Profit Sharing Plan in the asset neighbourhood

Mcgee Company 401(k) Profit Sharing PlanMcgee Company 401(k) Profit …$14MCoastal Bend Bancshares, Inc. Employee Stock Ownership Plan & TrustCoastal Bend Bancshares, Inc…$14MBkt-Shd Employee Savings & Retirement PlanBkt-Shd Employee Savings & R…$14MTechnical Associates of Georgia, Inc. Retirement PlanTechnical Associates of Geor…$14MComputer Enterprises, Inc. 401(k) PlanComputer Enterprises, Inc. 4…$14M
End-of-year total assets ($M) among Mcgee Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN840457707
Plan Effective Date1959-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgee Company)

Sponsor-wide plan assets over time

All Mcgee Company plans reported in each filing year

Latest sponsor-wide plan assets
$16M 40.05546804668786% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.2M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 101 $12M
2023 1 109 $14M
2024 1 115 $16M

Nearby 401(k) Plans in Colorado

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

Mcgee Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mcgee Company 401(k) Profit Sharing Plan, Total assets ($B): 0.013552488 · Participants: 109Mcgee Company 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Mcgee Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mcgee Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mcgee Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Coastal Bend Bancshares, Inc. Employee Stock Ownership Plan & Trust in TX ($14M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Mcgee Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Mcgee Company 401(k) Profit Sharing Plan grew sharply - up 17.3% during 2023, from $12M to $14M. Reported net income was $2M.
How have Mcgee Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgee Company's sponsor-wide assets grew 40.1%, from $12M to $16M.
Which 401(k) plans are similar in size to Mcgee Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Bend Bancshares, Inc. Employee Stock Ownership Plan & Trust in TX ($14M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Mcgee Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 840457707.

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.