401(k) · DOL Form 5500 · 2023
Mccoy Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $231M
- Total assets Near avg plan size
- 3,922
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $58,793
- Avg per participant Low balance/head
Official DOL plan name: Mccoy Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Mccoy Group, Inc. · Iowa · Retail Trade
$231M in assets, 3,922 participants
Mccoy Group, Inc.'s Mccoy Group, Inc. 401(k) Profit Sharing Plan reported $231M in total assets and 3,922 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,188 in Retail Trade (8,414 peers)
Coverage in Iowa
Mccoy Group, Inc. 401(k) Profit Sharing Plan covers 3,922 participants in Iowa, 6.4x the typical Iowa plan (state average ~609 per filing). Assets: $231M.
- #8,188
- in Retail Trade (8,414 peers)
- +22.0%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Mccoy Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Mccoy Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$230,585,058 Top 5% higher than 95% 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
Mccoy Group, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccoy Group, Inc. 401(k) Profit Sharing Plan lands in the large band (3,922 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mccoy Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Mccoy Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $189M in the plan year 2022 filing to $231M in the plan year 2023 filing.
- Mccoy Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 3,575 in the plan year 2022 filing to 3,922 in the plan year 2023 filing.
DOL schedule card
Filing strip 391428371 · Mccoy Group, Inc. PY 2023 · 401(k)
Mccoy Group, Inc. 401(k) Profit Sharing Plan · $231M · 3,922 · 95th
- IND $231M
- EOY 3,922
- 5500 95th
- ASSETS 401(k)
- PCT near Brp Colleague, Inc. 401(k) Plan
- EIN ind #8188
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 Retail Trade retirement plans → · Plans in Iowa →
Mccoy Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $231M |
| Net Income | $42M |
| Employer EIN | 391428371 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mccoy Group, Inc.)
Sponsor-wide plan assets over time
All Mccoy Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $267M 41.140090475536326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,575 | $189M |
| 2023 | 1 | 3,922 | $231M |
| 2024 | 1 | 3,999 | $267M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Mccoy Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Brp Colleague, Inc. 401(k) Plan in FL ($231M); by covered participants it is Opco Ca 401(k) Plan in CA (3,922 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($231M here).
- Brp Colleague, Inc. 401(k) Plan (FL) $231M · 3,744
- Watts Water Technologies, Inc. 401(k) Savings Plan (MA) $231M · 1,767
- Csi Retirement Plan (KY) $231M · 1,295
- Amalgamated Transit Union National 401(k) Pension Plan (IL) $231M · 15,705
Similar participant headcount
Nearest other-state filings by covered participants (3,922 participants); asset peers above are excluded.
- Opco Ca 401(k) Plan (CA) 3,922 · 0 off
- Toyota Boshoku America, Inc. 401(k) Profit Sharing Plan & Trust (KY) 3,923 · 1 off
- Vitamin Cottage Employee 401(k) Plan (CO) 3,926 · 4 off
- Public Service Enterprise Group Inc. Thrift & Tax Deferred Savings Plan (NJ) 3,917 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.