401(k)
2022 plan-year 401(k) DOL Form 5500

Toli Management Corp Dba McDonald's 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Toli Management Corp. Dba McDonald's · New York · Food Services & Accommodation

What the 2023 filing shows

Toli Management Corp Dba McDonald's 401(k) Plan holds $955K for 440 participants — about $2,169 per participant, down 10.1% over the 2022 plan year.

$955K
total plan assets (2022 EOY)
440
covered participants
$2,169
avg assets per participant
-10.1%
assets change YoY

The plan reported a net loss of $114K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$955K
Participants
440
State
Industry
Food Services & Accommodation

What the Filing Says About Toli Management Corp Dba McDonald's 401(k) Plan

Toli Management Corp Dba McDonald's 401(k) Plan is a 401(k) retirement plan sponsored by Toli Management Corp. Dba McDonald's, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $955K in total end-of-year assets and covers 440 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 113200700, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $955K at year-end — a decline of 10.1%. Net assets (after liabilities) closed the year at $948K, with reported net income of $-113,990 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$955K
Net Assets (End of Year)$948K
Net Income$-113,990
Plan Type401(k)
Employer EIN113200700
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toli Management Corp. Dba McDonald's)

Year Plans Participants Total Assets
2022 1 440 $955K
2023 1 450 $1M
2024 1 461 $1M

Nearby 401(k) Plans in New York

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Frequently Asked Questions

How much money is in the Toli Management Corp Dba McDonald's 401(k) Plan?
As of the 2022 Form 5500 filing, Toli Management Corp Dba McDonald's 401(k) Plan holds $955K in total assets with 440 participants. It is sponsored by Toli Management Corp. Dba McDonald's.
What type of plan is Toli Management Corp Dba McDonald's 401(k) Plan?
Toli Management Corp Dba McDonald's 401(k) Plan is a 401(k) plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 113200700.
Who sponsors the Toli Management Corp Dba McDonald's 401(k) Plan?
Toli Management Corp Dba McDonald's 401(k) Plan is sponsored by Toli Management Corp. Dba McDonald's, located in New York. The sponsor's EIN is 113200700 and the plan operates in the Food Services & Accommodation industry.
How did Toli Management Corp Dba McDonald's 401(k) Plan perform in 2022?
Toli Management Corp Dba McDonald's 401(k) Plan declined by 10.1% during 2022, moving from $1M to $955K in total assets. Net income was $-113,990.
Where can I find official filings for Toli Management Corp Dba McDonald's 401(k) Plan?
Official Form 5500 filings for Toli Management Corp Dba McDonald's 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 113200700 or plan name at efast.dol.gov.
How does Toli Management Corp Dba McDonald's 401(k) Plan compare to other plans?
You can compare Toli Management Corp Dba McDonald's 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 113200700.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.