401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$102M
Total assets Near avg plan size
1,293
Participants Near avg headcount
91st
Percentile by assets National rank
$78,551
Avg per participant Below avg balance/head
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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.

  • #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.

#16,287
in Manufacturing (18,722 peers)
+16.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

A. Y. McDonald's Industries, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

A. Y. McDonald's Industries, Inc. 401(k) 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. A. Y. McDonald's Industries, Inc. 401(k) Plan lands in the large band (1,293 participants).

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 →

Plan-year Form 5500 strip

Filing strip 420404280 · A. Y. McDonald's Industries, Inc. PY 2023 · 401(k)

A. Y. McDonald's Industries, Inc. 401(k) Plan · $102M · 1,293 · 91st

  • BOOK $102M
  • BOOK 1,293
  • BOOK 91st
  • BOOK 401(k)
  • BOOK near St. Elizabeth Medical Center 401(k) Plan
  • BOOK ind #16287

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 Manufacturing retirement plans → · Plans in Iowa →

A. Y. McDonald's Industries, Inc. 401(k) Plan in the asset neighbourhood

Bayview Physician Services, P.C. 401(k) Profit Sharing PlanBayview Physician Services, …$102MIdaho Forest Group LLC 401(k) PlanIdaho Forest Group LLC 401(k…$102MA. Y. McDonald's Industries, Inc. 401(k) PlanA. Y. McDonald's Industries,…$102MSt. Elizabeth Medical Center 401(k) PlanSt. Elizabeth Medical Center…$102MNeovia Logistics 401(k) Plan$102M
End-of-year total assets ($M) among A. Y. McDonald's Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All A. Y. McDonald's Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 48.83424327619307% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.9M $129M ▲ +48.8%
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 ($B) Participants A. Y. McDonald's Industries, Inc. 401(k) Plan, Total assets ($B): 0.101565992 · Participants: 1293A. Y. McDonald's Industries, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
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) Plan side-by-side with 3 peers →

A. Y. McDonald's Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is St. Elizabeth Medical Center 401(k) Plan in NY ($102M); by covered participants it is Mcgaw Medical Center Housestaff Member 401(k) Pre-Tax Savings Plan in IL (1,293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,293 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 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).
Which 401(k) plans cover a similar participant headcount to A. Y. McDonald's Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgaw Medical Center Housestaff Member 401(k) Pre-Tax Savings Plan in IL (1,293 participants, $62M 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 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.