401(k) · DOL Form 5500 · 2023

Interstate-Mcbee, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
307
Participants Below avg headcount
75th
Percentile by assets National rank
$76,322
Avg per participant Below avg balance/head
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Official DOL plan name: Interstate-Mcbee Retirement Plan · Sponsored by Interstate-Mcbee, LLC · Ohio · Manufacturing

$23M in assets, 307 participants

Interstate-Mcbee, LLC's Interstate-Mcbee Retirement Plan reported $23M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,366 in Manufacturing (18,722 peers)

Coverage in Ohio

Interstate-Mcbee Retirement Plan covers 307 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $23M.

#12,366
in Manufacturing (18,722 peers)
+17.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Interstate-Mcbee Retirement Plan's outsized position by total assets

Interstate-Mcbee Retirement Plan vs every filed plan by assets

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

$23,430,861 Top 25% higher than 75% 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

Interstate-Mcbee Retirement 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. Interstate-Mcbee Retirement Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interstate-Mcbee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Interstate-Mcbee Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Interstate-Mcbee Retirement Plan reported participants rose from 293 in the plan year 2022 filing to 307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341922271 · Interstate-Mcbee, LLC PY 2023 · 401(k)

Interstate-Mcbee Retirement Plan · $23M · 307 · 75th

  • RANK $23M
  • PHOTO 307
  • IND 75th
  • EOY 401(k)
  • 5500 near Urology Specialists, Chartered 401(k) Profit Sharing Plan
  • ASSETS ind #12366

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 Manufacturing retirement plans → · Plans in Ohio →

Interstate-Mcbee Retirement Plan in the asset neighbourhood

Interstate-Mcbee Retirement PlanInterstate-Mcbee Retirement …$23MUrology Specialists, Chartered 401(k) Profit Sharing PlanUrology Specialists, Charter…$23MUnicon, Inc. 401(k) Plan$23MMiller Environmental Group, Inc. 401(k) PlanMiller Environmental Group, …$23MHanover Prest-Paving Co. Money Purchase PlanHanover Prest-Paving Co. Mon…$23M
End-of-year total assets ($M) among Interstate-Mcbee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN341922271
Plan Effective Date1974-03-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate-Mcbee, LLC)

Sponsor-wide plan assets over time

All Interstate-Mcbee, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.106759177691835% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.9M $25.9M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 293 $20M
2023 1 307 $23M
2024 1 282 $26M

Nearby 401(k) Plans in Ohio

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

Interstate-Mcbee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Interstate-Mcbee Retirement Plan, Total assets ($B): 0.023430861 · Participants: 307Interstate-Mcbee Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Interstate-Mcbee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Interstate-Mcbee Retirement Plan side-by-side with 3 peers →

Interstate-Mcbee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Urology Specialists, Chartered 401(k) Profit Sharing Plan in SD ($23M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Interstate-Mcbee Retirement Plan assets move in 2023? ▼
Interstate-Mcbee Retirement Plan grew sharply - up 17.7% during 2023, from $20M to $23M. Reported net income was $4M.
How have Interstate-Mcbee, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate-Mcbee, LLC's sponsor-wide assets grew 30.1%, from $20M to $26M.
Where does Interstate-Mcbee Retirement Plan rank by assets among Form 5500 filers? ▼
Interstate-Mcbee Retirement Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Interstate-Mcbee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Urology Specialists, Chartered 401(k) Profit Sharing Plan in SD ($23M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Interstate-Mcbee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 341922271.

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.