401(k) · DOL Form 5500 · 2023

Mcgard LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
678
Participants Below avg headcount
86th
Percentile by assets National rank
$78,645
Avg per participant Below avg balance/head
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Official DOL plan name: L . D. Mccauley/Mcgard Retirement Plan · Sponsored by Mcgard LLC · New York · Wholesale Trade

$53M in assets, 678 participants

Mcgard LLC's L . D. Mccauley/Mcgard Retirement Plan reported $53M in total assets and 678 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,526 in Wholesale Trade (6,309 peers)

Where L . D. Mccauley/Mcgard Retirement Plan sits by assets

L . D. Mccauley/Mcgard Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 678 participants (~$78,645/participant), up 10.6% in 2023.

#5,526
in Wholesale Trade (6,309 peers)
+10.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

L . D. Mccauley/Mcgard Retirement Plan's outsized position by total assets

L . D. Mccauley/Mcgard Retirement Plan vs every filed plan by assets

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

$53,321,365 Top 14% higher than 86% 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

L . D. Mccauley/Mcgard 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. L . D. Mccauley/Mcgard Retirement Plan sits mid-pack in the medium band (678 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L . D. Mccauley/Mcgard Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • L . D. Mccauley/Mcgard Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • L . D. Mccauley/Mcgard Retirement Plan reported participants fell from 692 in the plan year 2022 filing to 678 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202374195 · Mcgard LLC PY 2023 · 401(k)

L . D. Mccauley/Mcgard Retirement Plan · $53M · 678 · 86th

  • RANK $53M
  • PHOTO 678
  • IND 86th
  • EOY 401(k)
  • 5500 near Asrc Wage Defined Contribution Retirement Plan
  • ASSETS ind #5526

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 New York →

L . D. Mccauley/Mcgard Retirement Plan in the asset neighbourhood

R.H Barringer Distributing Company Inc. Employees Retirement Savings PlanR.H Barringer Distributing C…$53ML . D. Mccauley/Mcgard Retirement PlanL . D. Mccauley/Mcgard Retir…$53MAsrc Wage Defined Contribution Retirement PlanAsrc Wage Defined Contributi…$53MFrontage Laboratories Inc. 401(k) PlanFrontage Laboratories Inc. 4…$53MHangley Aronchick Segal Pudlin & Schiller 401(k) Profit Sharing PlanHangley Aronchick Segal Pudl…$53M
End-of-year total assets ($M) among L . D. Mccauley/Mcgard Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$53M
Net Income$5M
Employer EIN202374195
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgard LLC)

Sponsor-wide plan assets over time

All Mcgard LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 22.142631022661607% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.2M $58.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 692 $48M
2023 1 678 $53M
2024 1 615 $59M

Nearby 401(k) Plans in New York

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

L . D. Mccauley/Mcgard Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants L . D. Mccauley/Mcgard Retirement Plan, Total assets ($B): 0.053321365 · Participants: 678L . D. Mccauley/Mcgard Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
L . D. Mccauley/Mcgard Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare L . D. Mccauley/Mcgard Retirement Plan side-by-side with 3 peers →

L . D. Mccauley/Mcgard Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Asrc Wage Defined Contribution Retirement Plan in SC ($53M); by covered participants it is USA Truck Employees' 401(k) Savings Plan in AR (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (678 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 L . D. Mccauley/Mcgard Retirement Plan assets move in 2023? ▼
L . D. Mccauley/Mcgard Retirement Plan grew at a solid clip - up 10.6% during 2023, from $48M to $53M. Reported net income was $5M.
How have Mcgard LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgard LLC's sponsor-wide assets grew 22.1%, from $48M to $59M.
Where does L . D. Mccauley/Mcgard Retirement Plan rank by assets among Form 5500 filers? ▼
L . D. Mccauley/Mcgard Retirement Plan ranks in the 86th 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 L . D. Mccauley/Mcgard Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Asrc Wage Defined Contribution Retirement Plan in SC ($53M, 269 participants).
Which 401(k) plans cover a similar participant headcount to L . D. Mccauley/Mcgard Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Truck Employees' 401(k) Savings Plan in AR (678 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 202374195.

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.