401(k)
2023 plan-year 401(k) DOL Form 5500

Mcelroy Manufacturing, Inc. Savings Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mcelroy Manufacturing, Inc. Β· Oklahoma Β· Manufacturing

What the 2023 filing shows

Mcelroy Manufacturing, Inc. Savings Investment Plan holds $53M for 424 participants - about $124,730 per participant, up 22.8% over the 2023 plan year.

$53M
total plan assets (2023 EOY)
424
covered participants
$124,730
avg assets per participant
+22.8%
assets growth YoY
Total Assets (2023)
$53M
Participants
424
State
Industry
Manufacturing

What the Filing Says About Mcelroy Manufacturing, Inc. Savings Investment Plan

Mcelroy Manufacturing, Inc. Savings Investment Plan is a 401(k) retirement plan sponsored by Mcelroy Manufacturing, Inc., headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $53M in total end-of-year assets and covers 424 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 730722906, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2023 to $53M at year-end β€” a gain of 22.8%. Net assets (after liabilities) closed the year at $53M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$53M
Net Assets (End of Year)$53M
Net Income$10M
Plan Type401(k)
Employer EIN730722906
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcelroy Manufacturing, Inc.)

Year Plans Participants Total Assets
2022 1 380 $43M
2023 1 424 $53M
2024 1 493 $65M

Nearby 401(k) Plans in Oklahoma

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Frequently Asked Questions

How much money is in the Mcelroy Manufacturing, Inc. Savings Investment Plan?
As of the 2023 Form 5500 filing, Mcelroy Manufacturing, Inc. Savings Investment Plan holds $53M in total assets with 424 participants. It is sponsored by Mcelroy Manufacturing, Inc..
What type of plan is Mcelroy Manufacturing, Inc. Savings Investment Plan?
Mcelroy Manufacturing, Inc. Savings Investment Plan is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 730722906.
Who sponsors the Mcelroy Manufacturing, Inc. Savings Investment Plan?
Mcelroy Manufacturing, Inc. Savings Investment Plan is sponsored by Mcelroy Manufacturing, Inc., located in Oklahoma. The sponsor's EIN is 730722906 and the plan operates in the Manufacturing industry.
How did Mcelroy Manufacturing, Inc. Savings Investment Plan perform in 2023?
Mcelroy Manufacturing, Inc. Savings Investment Plan grew by 22.8% during 2023, moving from $43M to $53M in total assets. Net income was $10M.
Where can I find official filings for Mcelroy Manufacturing, Inc. Savings Investment Plan?
Official Form 5500 filings for Mcelroy Manufacturing, Inc. Savings Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730722906 or plan name at efast.dol.gov.
How does Mcelroy Manufacturing, Inc. Savings Investment Plan compare to other plans?
You can compare Mcelroy Manufacturing, Inc. Savings Investment Plan against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 730722906.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.