401(k) · DOL Form 5500 · 2023

Mcdougall and Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
660
Participants Below avg headcount
77th
Percentile by assets National rank
$40,518
Avg per participant Low balance/head
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Official DOL plan name: Mcdougall and Sons, Inc. Retirement Plan · Sponsored by Mcdougall and Sons, Inc. · Washington · Agriculture, Forestry & Fishing

$27M in assets, 660 participants

Mcdougall and Sons, Inc.'s Mcdougall and Sons, Inc. Retirement Plan reported $27M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,089 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Washington

Mcdougall and Sons, Inc. Retirement Plan covers 660 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $27M.

#1,089
in Agriculture, Forestry & Fishing (1,288 peers)
+13.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mcdougall and Sons, Inc. Retirement Plan's outsized position by total assets

Mcdougall and Sons, Inc. Retirement Plan vs every filed plan by assets

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

$26,742,122 Top 23% higher than 77% 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

Mcdougall and Sons, Inc. Retirement 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. Mcdougall and Sons, Inc. Retirement Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcdougall and Sons, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mcdougall and Sons, Inc. Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mcdougall and Sons, Inc. Retirement Plan reported participants fell from 678 in the plan year 2022 filing to 660 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910978839 · Mcdougall and Sons, Inc. PY 2023 · 401(k)

Mcdougall and Sons, Inc. Retirement Plan · $27M · 660 · 77th

  • SCH $27M
  • SCH 660
  • SCH 77th
  • SCH 401(k)
  • SCH near Terminal Railroad Association of St. Louis 401(k) Plan for Schedule Employees
  • SCH ind #1089

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Mcdougall and Sons, Inc. Retirement Plan in the asset neighbourhood

Amalgamated Bank of Chicago Salaried Employees' Profit Sharing PlanAmalgamated Bank of Chicago …$27MMcdougall and Sons, Inc. Retirement PlanMcdougall and Sons, Inc. Ret…$27MTerminal Railroad Association of St. Louis 401(k) Plan for Schedule EmployeesTerminal Railroad Associatio…$27MGreiner/Bio-One North America, Inc. 40(K) Profit Sharing Plan & TrustGreiner/Bio-One North Americ…$27MMitek Employees' Retirement Savings PlanMitek Employees' Retirement …$27M
End-of-year total assets ($M) among Mcdougall and Sons, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

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

Sponsor Plan History (Mcdougall and Sons, Inc.)

Sponsor-wide plan assets over time

All Mcdougall and Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 24.300646197557153% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.6M $29.3M ▲ +24.3%
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, same state, same plan type, ranked by total assets.

Mcdougall and Sons, Inc. Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Mcdougall and Sons, Inc. Retirement Plan, Total assets ($B): 0.026742122 · Participants: 660Mcdougall and Sons, Inc. Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Mcdougall and Sons, Inc. Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Mcdougall and Sons, Inc. Retirement Plan side-by-side with 3 peers →

Mcdougall and Sons, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Terminal Railroad Association of St. Louis 401(k) Plan for Schedule Employees in MO ($27M); by covered participants it is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Mcdougall and Sons, Inc. Retirement Plan assets move in 2023? ▼
Mcdougall and Sons, Inc. Retirement Plan grew at a solid clip - up 13.3% during 2023, from $24M to $27M. Reported net income was $3M.
How have Mcdougall and Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcdougall and Sons, Inc.'s sponsor-wide assets grew 24.3%, from $24M to $29M.
Where does Mcdougall and Sons, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Mcdougall and Sons, Inc. Retirement Plan ranks in the 77th 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 Mcdougall and Sons, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terminal Railroad Association of St. Louis 401(k) Plan for Schedule Employees in MO ($27M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Mcdougall and Sons, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants, N/A 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 910978839.

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.