401(k) · DOL Form 5500 · 2023

A. Y. McDonald's Industries, Inc. 401(k) Plan

Data updated 2026-08-11

$102M
Total assets
1,293
Participants
91st
Percentile by assets
$78,551
Avg per participant
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Official DOL plan name: A. Y. McDonald's Industries, Inc. 401(k) Plan · Sponsored by A. Y. McDonald's Industries, Inc. · Iowa · Manufacturing

$102M in assets, 1,293 participants

A. Y. McDonald's Industries, Inc.'s A. Y. McDonald's Industries, Inc. 401(k) Plan reported $102M in total assets and 1,293 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,287 in Manufacturing (18,722 peers)

Coverage in Iowa

A. Y. McDonald's Industries, Inc. 401(k) Plan covers 1,293 participants in Iowa, 2.1x the typical Iowa plan (state average ~609 per filing). Assets: $102M.

$102M
total plan assets (2023 EOY)
1,293
covered participants
91st
percentile by assets (of 127,072 plans)
$78,551
avg assets per participant

Where A. Y. McDonald's Industries, Inc. 401(k) Plan sits by total assets

A. Y. McDonald's Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$101,565,992 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A. Y. McDonald's Industries, Inc. 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • A. Y. McDonald's Industries, Inc. 401(k) Plan end-of-year assets rose from $87M in the plan year 2022 filing to $102M in the plan year 2023 filing.
  • A. Y. McDonald's Industries, Inc. 401(k) Plan reported participants fell from 1,471 in the plan year 2022 filing to 1,293 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Manufacturing

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. A. Y. McDonald's Industries, Inc. 401(k) Plan reports 1,293 participants - 2.1x that state average ($102M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$102M
Net Income$15M
Employer EIN420404280
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Y. McDonald's Industries, Inc.)

$80M$100M$120M$140M 202220232024 $86.9M $129M ▲ +48.8%
Total plan assets by year, all A. Y. McDonald's Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,471 $87M
2023 1 1,293 $102M
2024 1 1,260 $129M

Nearby 401(k) Plans in Iowa

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

A. Y. McDonald's Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants A. Y. McDonald's Ind…, Total assets ($B): 0.101565992 · Participants: 1293A. Y. McDonald's Ind…The Principal Select…, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select…Iowa Health System S…, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System S…The Hy-Vee and Affil…, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affil…The Rsm US LLP Retir…, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retir…Transamerica 401(k) …, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) …
A. Y. McDonald's Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare A. Y. McDonald's Industries, Inc. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to A. Y. McDonald's Industries, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did A. Y. McDonald's Industries, Inc. 401(k) Plan assets move in 2023? ▼
A. Y. McDonald's Industries, Inc. 401(k) Plan grew sharply - up 16.9% during 2023, from $87M to $102M. Reported net income was $15M.
How have A. Y. McDonald's Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Y. McDonald's Industries, Inc.'s sponsor-wide assets grew 48.8%, from $87M to $129M.
Where does A. Y. McDonald's Industries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A. Y. McDonald's Industries, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to A. Y. McDonald's Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Elizabeth Medical Center 401(k) Plan in NY ($102M, 920 participants).

Next read for A. Y. McDonald's Industries, Inc. 401(k)…

Filing takeaways

Ways to act on A. Y. McDonald's Industries, Inc. 401(k) Plan's numbers.

  • By total assets, A. Y. McDonald's Industries, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
  • A. Y. McDonald's Industries, Inc.'s sponsor-wide assets have grown 48.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 420404280.

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.