401(k)
2023 plan-year 401(k) DOL Form 5500

Mcdougall and Sons, Inc. Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mcdougall and Sons, Inc. ยท Washington ยท Agriculture, Forestry & Fishing

What the 2023 filing shows

Mcdougall and Sons, Inc. Retirement Plan holds $27M for 660 participants - about $40,518 per participant, up 13.3% over the 2023 plan year.

$27M
total plan assets (2023 EOY)
660
covered participants
$40,518
avg assets per participant
+13.3%
assets growth YoY
Total Assets (2023)
$27M
Participants
660
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Mcdougall and Sons, Inc. Retirement Plan

Mcdougall and Sons, Inc. Retirement Plan is a 401(k) retirement plan sponsored by Mcdougall and Sons, Inc., headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 660 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 910978839, and the plan has been effective since 1991-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2023 to $27M at year-end โ€” a gain of 13.3%. Net assets (after liabilities) closed the year at $27M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$3M
Plan Type401(k)
Employer EIN910978839
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcdougall and Sons, Inc.)

Year Plans Participants Total Assets
2022 1 678 $24M
2023 1 660 $27M
2024 1 642 $29M

Nearby 401(k) Plans in Washington

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

Frequently Asked Questions

How much money is in the Mcdougall and Sons, Inc. Retirement Plan?
As of the 2023 Form 5500 filing, Mcdougall and Sons, Inc. Retirement Plan holds $27M in total assets with 660 participants. It is sponsored by Mcdougall and Sons, Inc..
What type of plan is Mcdougall and Sons, Inc. Retirement Plan?
Mcdougall and Sons, Inc. Retirement Plan is a 401(k) plan. It has been effective since 1991-09-01. The plan is filed with the U.S. Department of Labor under EIN 910978839.
Who sponsors the Mcdougall and Sons, Inc. Retirement Plan?
Mcdougall and Sons, Inc. Retirement Plan is sponsored by Mcdougall and Sons, Inc., located in Washington. The sponsor's EIN is 910978839 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Mcdougall and Sons, Inc. Retirement Plan perform in 2023?
Mcdougall and Sons, Inc. Retirement Plan grew by 13.3% during 2023, moving from $24M to $27M in total assets. Net income was $3M.
Where can I find official filings for Mcdougall and Sons, Inc. Retirement Plan?
Official Form 5500 filings for Mcdougall and Sons, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910978839 or plan name at efast.dol.gov.
How does Mcdougall and Sons, Inc. Retirement Plan compare to other plans?
You can compare Mcdougall and Sons, Inc. Retirement Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 910978839.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.