401(k) · DOL Form 5500 · 2023

Black & McDonald's, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
283
Participants Below avg headcount
63rd
Percentile by assets National rank
$44,368
Avg per participant Low balance/head
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Official DOL plan name: Black & McDonald's, Inc. 401(k) Plan · Sponsored by Black & McDonald's, Inc. · Missouri · Retail Trade

$13M in assets, 283 participants

Black & McDonald's, Inc.'s Black & McDonald's, Inc. 401(k) Plan reported $13M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,245 in Retail Trade (8,414 peers)

Coverage in Missouri

Black & McDonald's, Inc. 401(k) Plan covers 283 participants in Missouri, about 38% of the average Missouri filer (state average ~737 per filing). Assets: $13M.

#6,245
in Retail Trade (8,414 peers)
+5.2%
assets growth YoY

Black & McDonald's, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Black & McDonald's, Inc. 401(k) Plan vs every filed plan by assets

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

$12,556,015 Top 37% higher than 63% 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

Black & McDonald's, Inc. 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. Black & McDonald's, Inc. 401(k) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Black & McDonald's, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $625K in the plan year 2023 filing.
  • Black & McDonald's, Inc. 401(k) Plan reported participants rose from 263 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • Black & McDonald's, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522021787 · Black & McDonald's, Inc. PY 2023 · 401(k)

Black & McDonald's, Inc. 401(k) Plan · $13M · 283 · 63rd

  • VS-ST $13M
  • VS-ST 283
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Thomas, Head & Greisen Employees Savings Trust
  • VS-ST ind #6245

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 Retail Trade retirement plans → · Plans in Missouri →

Black & McDonald's, Inc. 401(k) Plan in the asset neighbourhood

Black & McDonald's, Inc. 401(k) PlanBlack & McDonald's, Inc. 401…$13MThomas, Head & Greisen Employees Savings TrustThomas, Head & Greisen Emplo…$13MFeditc, LLC 401(k) Plan$13MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$13MThe United Group of Companies, Inc. Employee Savings TrustThe United Group of Companie…$13M
End-of-year total assets ($M) among Black & McDonald's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$625K
Employer EIN522021787
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Black & McDonald's, Inc.)

Sponsor-wide plan assets over time

All Black & McDonald's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 29.620355372689072% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.9M $15.5M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 263 $12M
2023 1 283 $13M
2024 1 286 $15M

Nearby 401(k) Plans in Missouri

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

Black & McDonald's, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Black & McDonald's, Inc. 401(k) Plan, Total assets ($B): 0.012556015 · Participants: 283Black & McDonald's, Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Black & McDonald's, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Black & McDonald's, Inc. 401(k) Plan side-by-side with 3 peers →

Black & McDonald's, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Thomas, Head & Greisen Employees Savings Trust in AK ($13M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Black & McDonald's, Inc. 401(k) Plan assets move in 2023? ▼
Black & McDonald's, Inc. 401(k) Plan grew at a solid clip - up 5.2% during 2023, from $12M to $13M. Reported net income was $625K.
How have Black & McDonald's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Black & McDonald's, Inc.'s sponsor-wide assets grew 29.6%, from $12M to $15M.
Which 401(k) plans are similar in size to Black & McDonald's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thomas, Head & Greisen Employees Savings Trust in AK ($13M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Black & McDonald's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 522021787.

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.