401(k) · DOL Form 5500 · 2023

The Mcgregor Foundation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
476
Participants Below avg headcount
49th
Percentile by assets National rank
$13,065
Avg per participant Low balance/head
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Official DOL plan name: The Mcgregor Retirement Savings Plan · Sponsored by The Mcgregor Foundation · Ohio · Healthcare & Social Assistance

$6M in assets, 476 participants

The Mcgregor Foundation's The Mcgregor Retirement Savings Plan reported $6M in total assets and 476 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,454 in Healthcare & Social Assistance (17,684 peers)

The Mcgregor Foundation multi-year trail

The Mcgregor Foundation's plans moved +49.7% in assets from 2022 to 2024; this filing shows The Mcgregor Retirement Savings Plan at $6M / 476 participants.

#9,454
in Healthcare & Social Assistance (17,684 peers)
+12.9%
assets growth YoY

The Mcgregor Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mcgregor Retirement Savings Plan vs every filed plan by assets

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

$6,218,733 49th percentile higher than 49% 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

The Mcgregor Retirement Savings 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. The Mcgregor Retirement Savings Plan sits mid-pack in the medium band (476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mcgregor Retirement Savings Plan reported net income rose from -$508K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • The Mcgregor Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Mcgregor Retirement Savings Plan reported participants fell from 498 in the plan year 2022 filing to 476 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714356 · The Mcgregor Foundation PY 2023 · 401(k)

The Mcgregor Retirement Savings Plan · $6M · 476 · 49th

  • IND $6M
  • EOY 476
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Purecoat International, LLC 401(k) Plan
  • EIN ind #9454

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

The Mcgregor Retirement Savings Plan in the asset neighbourhood

The Mcgregor Retirement Savings PlanThe Mcgregor Retirement Savi…$6MPurecoat International, LLC 401(k) PlanPurecoat International, LLC …$6MFamily Service of S. a. 401(k) PlanFamily Service of S. a. 401(…$6M403(b) Thrift Plan of Valleylife403(b) Thrift Plan of Valley…$6MPediatric Services of Springfield, Inc. 401(k) Profit Sharing PlanPediatric Services of Spring…$6M
End-of-year total assets ($M) among The Mcgregor Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Mcgregor Foundation multi-year asset trail

Sponsor-wide plan assets over time

All The Mcgregor Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.714093587624866% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.25M ▲ +49.7%
Year Plans Participants Total Assets
2022 2 652 $6M
2023 1 476 $6M
2024 1 489 $8M

The Mcgregor Foundation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$713K
Employer EIN340714356
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Mcgregor Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Mcgregor Retirement Savings Plan, Total assets ($B): 0.006218733 · Participants: 476The Mcgregor Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Mcgregor Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Mcgregor Retirement Savings Plan side-by-side with 3 peers →

The Mcgregor Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Purecoat International, LLC 401(k) Plan in FL ($6M); by covered participants it is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (476 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 The Mcgregor Retirement Savings Plan assets move in 2023? ▼
The Mcgregor Retirement Savings Plan grew at a solid clip - up 12.9% during 2023, from $6M to $6M. Reported net income was $713K.
How have The Mcgregor Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcgregor Foundation's sponsor-wide assets grew 49.7%, from $6M to $8M.
Which 401(k) plans are similar in size to The Mcgregor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purecoat International, LLC 401(k) Plan in FL ($6M, 115 participants).
Which 401(k) plans cover a similar participant headcount to The Mcgregor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nourison Industries, Inc. 401(k) Profit Sharing Plan in NJ (476 participants, $25M 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 340714356.

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.