401(k) · DOL Form 5500 · 2023

Mckenzie Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
26th
Percentile by assets National rank
$123,336
Avg per participant Near avg balance/head
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Official DOL plan name: Mckenzie Holdings Inc. Retirement Plan · Sponsored by Mckenzie Holdings Inc. · Maryland · Arts, Entertainment & Recreation

$1M in assets, 10 participants

Mckenzie Holdings Inc.'s Mckenzie Holdings Inc. Retirement Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,482 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Mckenzie Holdings Inc. Retirement Plan ranks #1,482 of 2,945 2023 filers by assets (2251% of the sector average)-$1M for 10 participants.

#1,482
in Arts, Entertainment & Recreation (2,945 peers)
-24.3%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckenzie Holdings Inc. Retirement Plan among the smaller filed plans by assets

Mckenzie Holdings Inc. Retirement Plan vs every filed plan by assets

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

$1,233,358 26th percentile higher than 26% 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

Mckenzie Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckenzie Holdings Inc. Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckenzie Holdings Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Mckenzie Holdings Inc. Retirement Plan reported net income fell from $919K in the plan year 2022 filing to -$396K in the plan year 2023 filing.
  • Mckenzie Holdings Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 843569022 · Mckenzie Holdings Inc. PY 2023 · 401(k)

Mckenzie Holdings Inc. Retirement Plan · $1M · 10 · 26th

  • PART $1M
  • TYPE 10
  • NET 26th
  • BOOK 401(k)
  • VS-ST near Campins Group, Inc. 401(k) Plan
  • BOY ind #1482

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 Arts, Entertainment & Recreation retirement plans → · Plans in Maryland →

Mckenzie Holdings Inc. Retirement Plan in the asset neighbourhood

Mckenzie Holdings Inc. Retirement PlanMckenzie Holdings Inc. Retir…$1MCampins Group, Inc. 401(k) PlanCampins Group, Inc. 401(k) P…$1MJoseph Patrick Seay, Dds, PLLC 401(k) Profit Sharing PlanJoseph Patrick Seay, Dds, PL…$1MStone Cold Masonry Retirement PlanStone Cold Masonry Retiremen…$1MDavid Becker and Company Simplified Employee Pension PlanDavid Becker and Company Sim…$1M
End-of-year total assets ($M) among Mckenzie Holdings Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$396K
Employer EIN843569022
Plan Effective Date2019-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckenzie Holdings Inc.)

Sponsor-wide plan assets over time

All Mckenzie Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.714514314043826% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.63M $1.5M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 10 $1M
2024 1 5 $2M

Nearby 401(k) Plans in Maryland

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

Mckenzie Holdings Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mckenzie Holdings Inc. Retirement Plan, Total assets ($B): 0.001233358 · Participants: 10Mckenzie Holdings Inc. Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Mckenzie Holdings Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Mckenzie Holdings Inc. Retirement Plan side-by-side with 3 peers →

Mckenzie Holdings Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Campins Group, Inc. 401(k) Plan in MN ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Mckenzie Holdings Inc. Retirement Plan assets move in 2023? ▼
Mckenzie Holdings Inc. Retirement Plan declined sharply - down 24.3% during 2023, from $2M to $1M. Reported net income was -$396K.
How have Mckenzie Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckenzie Holdings Inc.'s sponsor-wide assets declined 7.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Mckenzie Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campins Group, Inc. 401(k) Plan in MN ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Mckenzie Holdings Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 843569022.

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.