Other · DOL Form 5500 · 2023

Mckinley Children's Center Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
300
Participants Below avg headcount
63rd
Percentile by assets National rank
$40,328
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mckinley 403(b) Plan · Sponsored by Mckinley Children's Center · California · Other Services

$12M in assets, 300 participants

Mckinley Children's Center's Mckinley 403(b) Plan reported $12M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,213 in Other Services (7,857 peers)

Coverage in California

Mckinley 403(b) Plan covers 300 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $12M.

#6,213
in Other Services (7,857 peers)
+21.1%
assets growth YoY

Mckinley 403(b) Plan's mid-pack asset rank among Other Services and all filers

Mckinley 403(b) Plan vs every filed plan by assets

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

$12,098,289 Top 37% higher than 63% 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

Mckinley 403(b) 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. Mckinley 403(b) Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckinley 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mckinley 403(b) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Mckinley 403(b) Plan reported participants rose from 297 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952016696 · Mckinley Children's Center PY 2023 · Other

Mckinley 403(b) Plan · $12M · 300 · 63rd

  • TYPE $12M
  • TYPE 300
  • TYPE 63rd
  • TYPE Other
  • TYPE near Center for Research Libraries Defined Contribution Retirement Plan
  • TYPE ind #6213

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 Other Services retirement plans → · Plans in California →

Mckinley 403(b) Plan in the asset neighbourhood

Mckinley 403(b) Plan$12MCenter for Research Libraries Defined Contribution Retirement PlanCenter for Research Librarie…$12MCheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$12MWesley Spectrum Services 403(b) Savings PlanWesley Spectrum Services 403…$12MNeighborhood House, Inc. 403(b) Retirement PlanNeighborhood House, Inc. 403…$12M
End-of-year total assets ($M) among Mckinley 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN952016696
Plan Effective Date1994-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckinley Children's Center)

Sponsor-wide plan assets over time

All Mckinley Children's Center plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.470383584681684% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.99M $12.6M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 297 $10M
2023 1 300 $12M
2024 1 439 $13M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Mckinley 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Mckinley 403(b) Plan, Total assets ($B): 0.012098289 · Participants: 300Mckinley 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Mckinley 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Mckinley 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Center for Research Libraries Defined Contribution Retirement Plan in IL ($12M); by covered participants it is Muskingum University Defined Contribution and Tax Deferred Annuity Plan in OH (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Mckinley 403(b) Plan assets move in 2023?
Mckinley 403(b) Plan grew sharply - up 21.1% during 2023, from $10M to $12M. Reported net income was $2M.
How have Mckinley Children's Center plan assets changed over time?
Across 3 plan years on file (2022-2024), Mckinley Children's Center's sponsor-wide assets grew 26.5%, from $10M to $13M.
Which Other plans are similar in size to Mckinley 403(b) Plan?
Among Other plans in other states, the closest by assets is Center for Research Libraries Defined Contribution Retirement Plan in IL ($12M, 25 participants).
Which Other plans cover a similar participant headcount to Mckinley 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Muskingum University Defined Contribution and Tax Deferred Annuity Plan in OH (300 participants, N/A in assets).