Profit Sharing · DOL Form 5500 · 2023

Mackey and Sons, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$765,782
Avg per participant High balance/head
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Official DOL plan name: Mackey and Sons, Inc. Retirement Plan · Sponsored by Mackey and Sons, Inc. · South Carolina · Administrative & Support Services

$2M in assets, 3 participants

Mackey and Sons, Inc.'s Mackey and Sons, Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,428 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Mackey and Sons, Inc. Retirement Plan ranks #2,428 of 4,372 2023 filers by assets (1256% of the sector average)-$2M for 3 participants.

#2,428
in Administrative & Support Services (4,372 peers)
+92.1%
assets growth YoY

Mackey and Sons, Inc. Retirement Plan among the smaller filed plans by assets

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

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

$2,297,346 32nd percentile higher than 32% 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

Mackey and Sons, Inc. Retirement 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. Mackey and Sons, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mackey and Sons, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mackey and Sons, Inc. Retirement Plan reported net income rose from $633K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mackey and Sons, Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842854116 · Mackey and Sons, Inc. PY 2023 · Profit Sharing

Mackey and Sons, Inc. Retirement Plan · $2M · 3 · 32nd

  • PHOTO $2M
  • IND 3
  • EOY 32nd
  • 5500 Profit Sharing
  • ASSETS near A C T W Filmworks Inc Profit Sharing Plan
  • PCT ind #2428

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 Administrative & Support Services retirement plans → · Plans in South Carolina →

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

Mackey and Sons, Inc. Retirement PlanMackey and Sons, Inc. Retire…$2MA C T W Filmworks Inc Profit Sharing PlanA C T W Filmworks Inc Profit…$2MJ. Tome and C. Mercado Retirement PlanJ. Tome and C. Mercado Retir…$2MReid Corporation Amended and Restated Employee Ret. Plan & TrustReid Corporation Amended and…$2MRobert C. Mccarthy, Inc. Profit Sharing PlanRobert C. Mccarthy, Inc. Pro…$2M
End-of-year total assets ($M) among Mackey and Sons, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN842854116
Plan Effective Date2019-08-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Mackey and Sons, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 92.11486019205248% vs 2022
2023 filing year
$1M$1.5M$2M$2.5M 20222023 $1.2M $2.3M ▲ +91.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $2M

Nearby Profit Sharing Plans in South Carolina

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

Mackey and Sons, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Mackey and Sons, Inc. Retirement Plan, Total assets ($B): 0.002297346 · Participants: 3Mackey and Sons, Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Mackey and Sons, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Mackey and Sons, Inc. Retirement Plan side-by-side with 3 peers →

Mackey and Sons, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is A C T W Filmworks Inc Profit Sharing Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mackey and Sons, Inc. Retirement Plan assets move in 2023? ▼
Mackey and Sons, Inc. Retirement Plan surged - up 92.1% during 2023, from $1M to $2M. Reported net income was $1M.
How have Mackey and Sons, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mackey and Sons, Inc.'s sponsor-wide assets grew 92.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Mackey and Sons, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A C T W Filmworks Inc Profit Sharing Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mackey and Sons, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 842854116.

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.