401(k) · DOL Form 5500 · 2023

Mckinley Management, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
91
Participants Small participant base
76th
Percentile by assets National rank
$267,735
Avg per participant High balance/head
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Official DOL plan name: Mckinley Management, Inc. 401(k) Savings Plan · Sponsored by Mckinley Management, LLC · Alaska · Finance & Insurance

$24M in assets, 91 participants

Mckinley Management, LLC's Mckinley Management, Inc. 401(k) Savings Plan reported $24M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,653 in Finance & Insurance (8,869 peers)

Where Mckinley Management, Inc. 401(k) Savings Plan sits by assets

Mckinley Management, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $24M for 91 participants (~$267,735/participant), down 1.7% in 2023.

#5,653
in Finance & Insurance (8,869 peers)
-1.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckinley Management, Inc. 401(k) Savings Plan's outsized position by total assets

Mckinley Management, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$24,363,868 Top 24% higher than 76% 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 Management, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckinley Management, Inc. 401(k) Savings Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 862241525 · Mckinley Management, LLC PY 2023 · 401(k)

Mckinley Management, Inc. 401(k) Savings Plan · $24M · 91 · 76th

  • BOOK $24M
  • VS-ST 91
  • BOY 76th
  • SCH 401(k)
  • EBSA near C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan
  • PART ind #5653

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 Finance & Insurance retirement plans → · Plans in Alaska →

Mckinley Management, Inc. 401(k) Savings Plan in the asset neighbourhood

Interaudi Bank 401(k) Savings/ Retirement PlanInteraudi Bank 401(k) Saving…$24MRainbow Grocery Cooperative, Inc. Retirement PlanRainbow Grocery Cooperative,…$24MMckinley Management, Inc. 401(k) Savings PlanMckinley Management, Inc. 40…$24MC. J. Coakley Co., Inc. 401(k) & Davis Bacon PlanC. J. Coakley Co., Inc. 401(…$24MMitchell Silberberg & Knupp 401(k) PlanMitchell Silberberg & Knupp …$24M
End-of-year total assets ($M) among Mckinley Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$413K
Employer EIN862241525
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckinley Management, LLC)

Sponsor-wide plan assets over time

All Mckinley Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.978878723197813% vs 2023
2024 filing year
$18M$20M$22M$24M$26M 20232024 $24.4M $19M ▼ -22.0%
Year Plans Participants Total Assets
2023 1 91 $24M
2024 1 45 $19M

Nearby 401(k) Plans in Alaska

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

Mckinley Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Mckinley Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.024363868 · Participants: 91Mckinley Management, Inc. 401(k) Savings PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Mckinley Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Mckinley Management, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Mckinley Management, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan in VA ($24M); by covered participants it is Techaspect 401(k) Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Management, Inc. 401(k) Savings Plan assets move in 2023? ▼
Mckinley Management, Inc. 401(k) Savings Plan edged down modestly - down 1.7% during 2023, from $25M to $24M. Reported net income was -$413K.
How have Mckinley Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mckinley Management, LLC's sponsor-wide assets declined 22.0%, from $24M to $19M.
Where does Mckinley Management, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Mckinley Management, Inc. 401(k) Savings Plan ranks in the 76th 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 Mckinley Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. J. Coakley Co., Inc. 401(k) & Davis Bacon Plan in VA ($24M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Mckinley Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techaspect 401(k) Plan in CA (91 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 862241525.

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.