ESOP · DOL Form 5500 · 2023

Mckim & Creed, Inc ESOP

Data updated 2026-08-25

$84M
Total assets Below avg plan size
867
Participants Near avg headcount
90th
Percentile by assets National rank
$96,761
Avg per participant Below avg balance/head
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Official DOL plan name: Mckim & Creed, Inc. Employee Stock Ownership Plan · Sponsored by Mckim & Creed, Inc · North Carolina · Professional & Technical Services

$84M in assets, 867 participants

Mckim & Creed, Inc's Mckim & Creed, Inc. Employee Stock Ownership Plan reported $84M in total assets and 867 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.

  • #18,536 in Professional & Technical Services (20,321 peers)

Where Mckim & Creed, Inc. Employee Stock Ownership Plan sits by assets

Mckim & Creed, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $84M for 867 participants (~$96,761/participant), up 16.9% in 2023.

#18,536
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Mckim & Creed, Inc. Employee Stock Ownership Plan's outsized position by total assets

Mckim & Creed, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$83,891,949 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

Mckim & Creed, Inc. Employee Stock Ownership 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. Mckim & Creed, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckim & Creed, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Mckim & Creed, Inc. Employee Stock Ownership Plan end-of-year assets rose from $72M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Mckim & Creed, Inc. Employee Stock Ownership Plan reported participants rose from 790 in the plan year 2022 filing to 867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562136769 · Mckim & Creed, Inc PY 2023 · ESOP

Mckim & Creed, Inc. Employee Stock Ownership Plan · $84M · 867 · 90th

  • IND $84M
  • EOY 867
  • 5500 90th
  • ASSETS ESOP
  • PCT near Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #18536

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 What is an ESOP? → · Plans in North Carolina →

Mckim & Creed, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Duramax Global Corp Employee Stock Ownership PlanDuramax Global Corp Employee…$84MShamrock Trading Corporation ESOP Retirement PlanShamrock Trading Corporation…$84MNorthern Factory Sales, Inc. Employee Stock Ownership Plan and TrustNorthern Factory Sales, Inc.…$84MMckim & Creed, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee…$84MSchnabel, Inc. Employee Stock Ownership PlanSchnabel, Inc. Employee Stoc…$83M
End-of-year total assets ($M) among Mckim & Creed, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$66M
Net Income$6M
Employer EIN562136769
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckim & Creed, Inc)

Sponsor-wide plan assets over time

All Mckim & Creed, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$153M 44.120587462176424% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $106M $153M ▲ +44.1%
Year Plans Participants Total Assets
2022 2 1,459 $106M
2023 2 1,643 $128M
2024 2 1,771 $153M

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Mckim & Creed, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants Mckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($M): 83.891949 · Participants: 867Mckim & Creed, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Mckim & Creed, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Mckim & Creed, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Mckim & Creed, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN ($84M); by covered participants it is Das Employee Stock Ownership Plan in MO (868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (867 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 Mckim & Creed, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Mckim & Creed, Inc. Employee Stock Ownership Plan grew sharply - up 16.9% during 2023, from $72M to $84M. Reported net income was $6M.
How have Mckim & Creed, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckim & Creed, Inc's sponsor-wide assets grew 44.1%, from $106M to $153M.
Where does Mckim & Creed, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mckim & Creed, Inc. Employee Stock Ownership 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 ESOP plans are similar in size to Mckim & Creed, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN ($84M, 89 participants).
Which ESOP plans cover a similar participant headcount to Mckim & Creed, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Das Employee Stock Ownership Plan in MO (868 participants, $21M 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 562136769.

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.