Profit Sharing · DOL Form 5500 · 2023

Mccredie Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
21
Participants Small participant base
67th
Percentile by assets National rank
$709,526
Avg per participant High balance/head
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Official DOL plan name: The Mccredie Agency Inc. Profit Sharing Plan and Trust · Sponsored by Mccredie Agency, Inc. · Michigan · Finance & Insurance

$15M in assets, 21 participants

Mccredie Agency, Inc.'s The Mccredie Agency Inc. Profit Sharing Plan and Trust reported $15M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,624 in Finance & Insurance (8,869 peers)

Mccredie Agency, Inc. multi-year trail

Mccredie Agency, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows The Mccredie Agency Inc. Profit Sharing Plan and Trust at $15M / 21 participants.

#4,624
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY

The Mccredie Agency Inc. Profit Sharing Plan and Trust's outsized position by total assets

The Mccredie Agency Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,900,050 Top 33% higher than 67% 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

The Mccredie Agency Inc. Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mccredie Agency Inc. Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mccredie Agency Inc. Profit Sharing Plan and Trust reported net income rose from -$535K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Mccredie Agency Inc. Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Mccredie Agency Inc. Profit Sharing Plan and Trust reported participants rose from 20 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381351834 · Mccredie Agency, Inc. PY 2023 · Profit Sharing

The Mccredie Agency Inc. Profit Sharing Plan and Trust · $15M · 21 · 67th

  • PHOTO $15M
  • PHOTO 21
  • PHOTO 67th
  • PHOTO Profit Sharing
  • PHOTO near Great Lakes Behavioral Research Institute Employee Pension Plan
  • PHOTO ind #4624

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 Michigan →

The Mccredie Agency Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Donalsonville Hospital, Inc. Profit Sharing PlanDonalsonville Hospital, Inc.…$15MThe Mccredie Agency Inc. Profit Sharing Plan and TrustThe Mccredie Agency Inc. Pro…$15MGreat Lakes Behavioral Research Institute Employee Pension PlanGreat Lakes Behavioral Resea…$15MPartnership to End Additction Retirement PlanPartnership to End Additctio…$15MCentral Boston Elder Services, Inc. 403(b) Retirement PlanCentral Boston Elder Service…$15M
End-of-year total assets ($M) among The Mccredie Agency Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mccredie Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mccredie Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 17.158695598620042% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.6M $14.8M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 20 $13M
2023 1 21 $15M
2024 1 20 $15M

Mccredie Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN381351834
Plan Effective Date1960-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Michigan

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

The Mccredie Agency Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants The Mccredie Agency Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.01490005 · Participants: 21The Mccredie Agency Inc. Profit Sharing Plan and TrustHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
The Mccredie Agency Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare The Mccredie Agency Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

The Mccredie Agency Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Great Lakes Behavioral Research Institute Employee Pension Plan in PA ($15M); by covered participants it is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 The Mccredie Agency Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
The Mccredie Agency Inc. Profit Sharing Plan and Trust grew sharply - up 18.0% during 2023, from $13M to $15M. Reported net income was $2M.
How have Mccredie Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccredie Agency, Inc.'s sponsor-wide assets grew 17.2%, from $13M to $15M.
Which Profit Sharing plans are similar in size to The Mccredie Agency Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Great Lakes Behavioral Research Institute Employee Pension Plan in PA ($15M, 165 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mccredie Agency Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA (21 participants, $18M 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 381351834.

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.