ESOP · DOL Form 5500 · 2023

Mackenzie Group Inc ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
58
Participants Small participant base
57th
Percentile by assets National rank
$158,320
Avg per participant Above avg balance/head
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Official DOL plan name: The Mackenzie ESOP · Sponsored by Mackenzie Group Inc · New Jersey · Wholesale Trade

$9M in assets, 58 participants

Mackenzie Group Inc's The Mackenzie ESOP reported $9M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,035 in Wholesale Trade (6,309 peers)

Mackenzie Group Inc multi-year trail

Mackenzie Group Inc's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Mackenzie ESOP at $9M / 58 participants.

#3,035
in Wholesale Trade (6,309 peers)
+5.6%
assets growth YoY

The Mackenzie ESOP's mid-pack asset rank among Wholesale Trade and all filers

The Mackenzie ESOP vs every filed plan by assets

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

$9,182,540 Top 43% higher than 57% 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 Mackenzie ESOP 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 Mackenzie ESOP is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mackenzie ESOP reported net income fell from $1M in the plan year 2022 filing to $486K in the plan year 2023 filing.
  • The Mackenzie ESOP end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Mackenzie ESOP reported participants rose from 55 in the plan year 2022 filing to 58 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135667459 · Mackenzie Group Inc PY 2023 · ESOP

The Mackenzie ESOP · $9M · 58 · 57th

  • PART $9M
  • PART 58
  • PART 57th
  • PART ESOP
  • PART near Paramount Coffee Employee Stock Ownership Plan
  • PART ind #3035

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 What is an ESOP? → · Plans in New Jersey →

The Mackenzie ESOP in the asset neighbourhood

The Mackenzie ESOP$9MParamount Coffee Employee Stock Ownership PlanParamount Coffee Employee St…$9MNeil H. Daniels, Inc. Employee Stock Ownership PlanNeil H. Daniels, Inc. Employ…$9MQuantum Design International, Inc. Employee Stock Ownership PlanQuantum Design International…$9MIntegrity Building, Corp. Employee Stock Ownership PlanIntegrity Building, Corp. Em…$9M
End-of-year total assets ($M) among The Mackenzie ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Mackenzie Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Mackenzie Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 35.265039730518936% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.7M $11.8M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 55 $9M
2023 1 58 $9M
2024 1 59 $12M

Mackenzie Group Inc filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$486K
Employer EIN135667459
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

The Mackenzie ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants The Mackenzie ESOP, Total assets ($M): 9.18254 · Participants: 58The Mackenzie ESOPOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
The Mackenzie ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare The Mackenzie ESOP side-by-side with 3 peers →

The Mackenzie ESOP's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Paramount Coffee Employee Stock Ownership Plan in MI ($9M); by covered participants it is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Mackenzie ESOP assets move in 2023? ▼
The Mackenzie ESOP grew at a solid clip - up 5.6% during 2023, from $9M to $9M. Reported net income was $486K.
How have Mackenzie Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mackenzie Group Inc's sponsor-wide assets grew 35.3%, from $9M to $12M.
Which ESOP plans are similar in size to The Mackenzie ESOP? ▼
Among ESOP plans in other states, the closest by assets is Paramount Coffee Employee Stock Ownership Plan in MI ($9M, 52 participants).
Which ESOP plans cover a similar participant headcount to The Mackenzie ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is First Union Financial Corporation Employee Stock Ownership Plan in AR (58 participants, $2M 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 135667459.

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.