401(k) · DOL Form 5500 · 2023

Mcneely Companies 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
63rd
Percentile by assets National rank
$84,384
Avg per participant Below avg balance/head
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Official DOL plan name: Mcneely Companies 401(k) Plan · Sponsored by Mcneely Companies · North Carolina · Transportation & Warehousing

$12M in assets, 144 participants

Mcneely Companies's Mcneely Companies 401(k) Plan reported $12M in total assets and 144 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.

  • #2,127 in Transportation & Warehousing (3,362 peers)

Coverage in North Carolina

Mcneely Companies 401(k) Plan covers 144 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#2,127
in Transportation & Warehousing (3,362 peers)
+23.0%
assets growth YoY

Mcneely Companies 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Mcneely Companies 401(k) Plan vs every filed plan by assets

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

$12,151,258 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

Mcneely Companies 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. Mcneely Companies 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcneely Companies 401(k) Plan reported net income rose from -$979K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mcneely Companies 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Mcneely Companies 401(k) Plan reported participants rose from 137 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561223676 · Mcneely Companies PY 2023 · 401(k)

Mcneely Companies 401(k) Plan · $12M · 144 · 63rd

  • SCH $12M
  • SCH 144
  • SCH 63rd
  • SCH 401(k)
  • SCH near Mount Laurel Veterinary Services 401(k) Plan
  • SCH ind #2127

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Mcneely Companies 401(k) Plan in the asset neighbourhood

Mcneely Companies 401(k) Plan$12MMount Laurel Veterinary Services 401(k) PlanMount Laurel Veterinary Serv…$12MAllego Inc 401(k) Profit Sharing Plan and TrustAllego Inc 401(k) Profit Sha…$12MNrg Media, LLC 401(k) Plan$12MInterface, Inc. Employee Profit Sharing & Retirement Savings PlanInterface, Inc. Employee Pro…$12M
End-of-year total assets ($M) among Mcneely Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN561223676
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcneely Companies)

Sponsor-wide plan assets over time

All Mcneely Companies plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.0557753218605% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.88M $14.5M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 144 $12M
2024 1 149 $15M

Nearby 401(k) Plans in North Carolina

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

Mcneely Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Mcneely Companies 401(k) Plan, Total assets ($B): 0.012151258 · Participants: 144Mcneely Companies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Mcneely Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mcneely Companies 401(k) Plan side-by-side with 3 peers →

Mcneely Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mount Laurel Veterinary Services 401(k) Plan in NJ ($12M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Mcneely Companies 401(k) Plan assets move in 2023? ▼
Mcneely Companies 401(k) Plan grew sharply - up 23.0% during 2023, from $10M to $12M. Reported net income was $2M.
How have Mcneely Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcneely Companies's sponsor-wide assets grew 47.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Mcneely Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mount Laurel Veterinary Services 401(k) Plan in NJ ($12M, 387 participants).
Which 401(k) plans cover a similar participant headcount to Mcneely Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 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 561223676.

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.