401(k) · DOL Form 5500 · 2023

Nan Mckay and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
685
Participants Below avg headcount
75th
Percentile by assets National rank
$32,570
Avg per participant Low balance/head
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Official DOL plan name: Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Nan Mckay and Associates, Inc. · California · Information & Media

$22M in assets, 685 participants

Nan Mckay and Associates, Inc.'s Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 685 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,839 in Information & Media (2,818 peers)

Where Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits by assets

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $22M for 685 participants (~$32,570/participant), up 26.4% in 2023.

#1,839
in Information & Media (2,818 peers)
+26.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,310,479 Top 25% higher than 75% 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

Nan Mckay and Associates, Inc. 401(k) Profit Sharing 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. Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (685 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $114K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 773 in the plan year 2022 filing to 685 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411381008 · Nan Mckay and Associates, Inc. PY 2023 · 401(k)

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan · $22M · 685 · 75th

  • RANK $22M
  • PHOTO 685
  • IND 75th
  • EOY 401(k)
  • 5500 near Waterford Bank Retirement Savings Plan
  • ASSETS ind #1839

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 Information & Media retirement plans → · Plans in California →

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Nan Mckay and Associates, Inc. 401(k) Profit Sharing PlanNan Mckay and Associates, In…$22MWaterford Bank Retirement Savings PlanWaterford Bank Retirement Sa…$22MUnarco Material Handling 401(k) PlanUnarco Material Handling 401…$22MBanyan Software Retirement PlanBanyan Software Retirement P…$22MManufacturers Bank Retirement PlanManufacturers Bank Retiremen…$22M
End-of-year total assets ($M) among Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN411381008
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nan Mckay and Associates, Inc.)

Sponsor-wide plan assets over time

All Nan Mckay and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 53.00124948457346% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.7M $27M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 773 $18M
2023 1 685 $22M
2024 1 728 $27M

Nearby 401(k) Plans in California

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

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022310479 · Participants: 685Nan Mckay and Associates, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Waterford Bank Retirement Savings Plan in OH ($22M); by covered participants it is Letnes Restaurant Group Inc. and Affiliates 401(k) Plan in MN (685 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (685 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 Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.4% during 2023, from $18M to $22M. Reported net income was $5M.
How have Nan Mckay and Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nan Mckay and Associates, Inc.'s sponsor-wide assets grew 53.0%, from $18M to $27M.
Where does Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Waterford Bank Retirement Savings Plan in OH ($22M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Letnes Restaurant Group Inc. and Affiliates 401(k) Plan in MN (685 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 411381008.

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.