401(k) · DOL Form 5500 · 2023

McDonald's Wholesale Co. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
207
Participants Below avg headcount
65th
Percentile by assets National rank
$66,609
Avg per participant Below avg balance/head
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Official DOL plan name: McDonald's Wholesale Co. 401(k) Plan · Sponsored by McDonald's Wholesale Co. · Oregon · Wholesale Trade

$14M in assets, 207 participants

McDonald's Wholesale Co.'s McDonald's Wholesale Co. 401(k) Plan reported $14M in total assets and 207 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.

  • #3,722 in Wholesale Trade (6,309 peers)

Coverage in Oregon

McDonald's Wholesale Co. 401(k) Plan covers 207 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#3,722
in Wholesale Trade (6,309 peers)
+21.0%
assets growth YoY

McDonald's Wholesale Co. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

McDonald's Wholesale Co. 401(k) Plan vs every filed plan by assets

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

$13,788,132 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

McDonald's Wholesale Co. 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. McDonald's Wholesale Co. 401(k) Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • McDonald's Wholesale Co. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • McDonald's Wholesale Co. 401(k) Plan reported participants rose from 105 in the plan year 2022 filing to 207 in the plan year 2023 filing.
  • McDonald's Wholesale Co. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260855703 · McDonald's Wholesale Co. PY 2023 · 401(k)

McDonald's Wholesale Co. 401(k) Plan · $14M · 207 · 65th

  • EIN $14M
  • RANK 207
  • PHOTO 65th
  • IND 401(k)
  • EOY near Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust
  • 5500 ind #3722

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 Oregon →

McDonald's Wholesale Co. 401(k) Plan in the asset neighbourhood

McDonald's Wholesale Co. 401(k) PlanMcDonald's Wholesale Co. 401…$14MRheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and TrustRheumatic Disease Center, LL…$14MLee Lewis Construction 401(k) PlanLee Lewis Construction 401(k…$14MHills & Dales Child Development Center 401(k) PlanHills & Dales Child Developm…$14MDsi Distributing, Inc. Defined Contribution Plan and TrustDsi Distributing, Inc. Defin…$14M
End-of-year total assets ($M) among McDonald's Wholesale Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN260855703
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McDonald's Wholesale Co.)

Sponsor-wide plan assets over time

All McDonald's Wholesale Co. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.9858505986454% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 207 $14M
2024 1 203 $16M

Nearby 401(k) Plans in Oregon

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

McDonald's Wholesale Co. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants McDonald's Wholesale Co. 401(k) Plan, Total assets ($B): 0.013788132 · Participants: 207McDonald's Wholesale Co. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
McDonald's Wholesale Co. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare McDonald's Wholesale Co. 401(k) Plan side-by-side with 3 peers →

McDonald's Wholesale Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust in WI ($14M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 McDonald's Wholesale Co. 401(k) Plan assets move in 2023? ▼
McDonald's Wholesale Co. 401(k) Plan grew sharply - up 21.0% during 2023, from $11M to $14M. Reported net income was $2M.
How have McDonald's Wholesale Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McDonald's Wholesale Co.'s sponsor-wide assets grew 43.0%, from $11M to $16M.
Which 401(k) plans are similar in size to McDonald's Wholesale Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rheumatic Disease Center, LLP Safe Harbor Profit Sharing 401(k) Plan and Trust in WI ($14M, 78 participants).
Which 401(k) plans cover a similar participant headcount to McDonald's Wholesale Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 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 260855703.

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.