401(k) · DOL Form 5500 · 2023

Mcgee Logistics Inc. 401(k) Plan

Data updated 2026-08-25

$809K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$809,275
Avg per participant High balance/head
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Official DOL plan name: Mcgee Logistics Inc. 401(k) Plan · Sponsored by Mcgee Logistics Inc. · New Mexico · Transportation & Warehousing

$809K in assets, 1 participants

Mcgee Logistics Inc.'s Mcgee Logistics Inc. 401(k) Plan reported $809K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #753 in Transportation & Warehousing (3,362 peers)

What the 2023 filing shows

Mcgee Logistics Inc. 401(k) Plan holds $809K for 1 participant - about $809,275 per participant, among the smaller plans by assets on file.

#753
in Transportation & Warehousing (3,362 peers)
-2.9%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcgee Logistics Inc. 401(k) Plan among the smaller filed plans by assets

Mcgee Logistics Inc. 401(k) Plan vs every filed plan by assets

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

$809,275 22nd percentile higher than 22% 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

Mcgee Logistics Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcgee Logistics Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcgee Logistics Inc. 401(k) Plan reported net income fell from $833K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • Mcgee Logistics Inc. 401(k) Plan end-of-year assets fell from $833K in the plan year 2022 filing to $809K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 920893020 · Mcgee Logistics Inc. PY 2023 · 401(k)

Mcgee Logistics Inc. 401(k) Plan · $809K · 1 · 22nd

  • EIN $809K
  • EIN 1
  • EIN 22nd
  • EIN 401(k)
  • EIN near Pheast Therapeutics 401(k) Plan
  • EIN ind #753

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 Transportation & Warehousing retirement plans → · Plans in New Mexico →

Mcgee Logistics Inc. 401(k) Plan in the asset neighbourhood

Mcgee Logistics Inc. 401(k) PlanMcgee Logistics Inc. 401(k) …$809KPheast Therapeutics 401(k) PlanPheast Therapeutics 401(k) P…$809KCutler Capital Management LLC 401(k) Profit Sharing Plan & TrustCutler Capital Management LL…$809KRamapo Ice Rinks 401(k) Plan$809KOakling Corporation 401(k) PlanOakling Corporation 401(k) P…$809K
End-of-year total assets ($M) among Mcgee Logistics Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$833K
Net Assets (End of Year)$809K
Net Income-$24K
Employer EIN920893020
Plan Effective Date2022-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgee Logistics Inc.)

Sponsor-wide plan assets over time

All Mcgee Logistics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$791K 5.028535764224373% vs 2022
2024 filing year
$0.78M$0.8M$0.82M$0.84M 202220232024 $0.83M $0.79M ▼ -4.8%
Year Plans Participants Total Assets
2022 1 N/A $833K
2023 1 1 $809K
2024 1 5 $791K

Nearby 401(k) Plans in New Mexico

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

Mcgee Logistics Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Mcgee Logistics Inc. 401(k) Plan, Total assets ($B): 0.000809275 · Participants: 1Mcgee Logistics Inc. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Mcgee Logistics Inc. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Mcgee Logistics Inc. 401(k) Plan side-by-side with 3 peers →

Mcgee Logistics Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Pheast Therapeutics 401(k) Plan in CA ($809K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($809K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mcgee Logistics Inc. 401(k) Plan assets move in 2023? ▼
Mcgee Logistics Inc. 401(k) Plan edged down modestly - down 2.9% during 2023, from $833K to $809K. Reported net income was -$24K.
How have Mcgee Logistics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgee Logistics Inc.'s sponsor-wide assets declined 5.0%, from $833K to $791K.
Where does Mcgee Logistics Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Mcgee Logistics Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mcgee Logistics Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pheast Therapeutics 401(k) Plan in CA ($809K, 19 participants).
Which 401(k) plans cover a similar participant headcount to Mcgee Logistics Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 920893020.

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.