401(k) · DOL Form 5500 · 2023
Mckinley Companies, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 325
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $62,564
- Avg per participant Low balance/head
Official DOL plan name: Mckinley Companies LLC 401(k) Retirement Plan · Sponsored by Mckinley Companies, LLC · Michigan · Real Estate
$20M in assets, 325 participants
Mckinley Companies, LLC's Mckinley Companies LLC 401(k) Retirement Plan reported $20M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,118 in Real Estate (4,727 peers)
Mckinley Companies, LLC multi-year trail
Mckinley Companies, LLC's plans moved +35.3% in assets from 2022 to 2024; this filing shows Mckinley Companies LLC 401(k) Retirement Plan at $20M / 325 participants.
- #4,118
- in Real Estate (4,727 peers)
- +17.0%
- assets growth YoY
Mckinley Companies LLC 401(k) Retirement Plan's outsized position by total assets
Mckinley Companies LLC 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,333,317 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mckinley Companies LLC 401(k) 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. Mckinley Companies LLC 401(k) Retirement Plan sits mid-pack in the medium band (325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mckinley Companies LLC 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Mckinley Companies LLC 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 812633205 · Mckinley Companies, LLC PY 2023 · 401(k)
Mckinley Companies LLC 401(k) Retirement Plan · $20M · 325 · 73rd
- 5500 $20M
- 5500 325
- 5500 73rd
- 5500 401(k)
- 5500 near Turtle Wax Retirement Savings Plan
- 5500 ind #4118
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 Real Estate retirement plans → · Plans in Michigan →
Mckinley Companies LLC 401(k) Retirement Plan in the asset neighbourhood
Mckinley Companies, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Mckinley Companies, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 35.28092703313689% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 328 | $17M |
| 2023 | 1 | 325 | $20M |
| 2024 | 1 | 362 | $24M |
Mckinley Companies, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 812633205 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Mckinley Companies LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Turtle Wax Retirement Savings Plan in IL ($20M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Raining Rose, Inc. 401(k) Plan (IA) 325 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 325 · 0 off
- Neva One 401(k) Plan (NV) 325 · 0 off
- The Corridor Group Holdings, LLC Profit Sharing & 401(k) Plan (KS) 325 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.