ESOP · DOL Form 5500 · 2024

Mckenzie Supply Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
42nd
Percentile by assets National rank
$242,069
Avg per participant Above avg balance/head
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Official DOL plan name: Mckenzie Supply Company Employee Stock Ownership Plan · Sponsored by Mckenzie Supply Company · North Carolina · Retail Trade

$5M in assets, 21 participants

Mckenzie Supply Company's Mckenzie Supply Company Employee Stock Ownership Plan reported $5M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,266 in Retail Trade (8,048 peers)

Mckenzie Supply Company multi-year trail

Mckenzie Supply Company's plans moved +21.7% in assets from 2022 to 2024; this filing shows Mckenzie Supply Company Employee Stock Ownership Plan at $5M / 21 participants.

#4,266
in Retail Trade (8,048 peers)
+9.2%
assets growth YoY

Mckenzie Supply Company Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Mckenzie Supply Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,083,459 42nd percentile higher than 42% of 123,620 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 2024

Mckenzie Supply Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckenzie Supply Company Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mckenzie Supply Company Employee Stock Ownership Plan reported net income fell from $480K in the plan year 2023 filing to $428K in the plan year 2024 filing.
  • Mckenzie Supply Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561056885 · Mckenzie Supply Company PY 2024 · ESOP

Mckenzie Supply Company Employee Stock Ownership Plan · $5M · 21 · 42nd

  • VS-ST $5M
  • BOY 21
  • SCH 42nd
  • EBSA ESOP
  • PART near Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan
  • TYPE ind #4266

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 North Carolina →

Mckenzie Supply Company Employee Stock Ownership Plan in the asset neighbourhood

Welbro ESOP and Trust$5MMckenzie Supply Company Employee Stock Ownership PlanMckenzie Supply Company Empl…$5MWestbrook Sales and Distributing Corporation Employee Stock Ownership PlanWestbrook Sales and Distribu…$5MFirst State Bank & Trust Employee Stock Ownership Plan and TrustFirst State Bank & Trust Emp…$5MInterstate Drywall Corp. Employee Stock Ownership PlanInterstate Drywall Corp. Emp…$5M
End-of-year total assets ($M) among Mckenzie Supply Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mckenzie Supply Company multi-year asset trail

Sponsor-wide plan assets over time

All Mckenzie Supply Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.739814521005584% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.18M $5.08M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 20 $4M
2023 1 21 $5M
2024 1 21 $5M

Mckenzie Supply Company filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$428K
Employer EIN561056885
Plan Effective Date1975-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Mckenzie Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Mckenzie Supply Company Employee Stock Ownership Plan, Total assets ($M): 5.083459 · Participants: 21Mckenzie Supply Company Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
Mckenzie Supply Company Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Mckenzie Supply Company Employee Stock Ownership Plan side-by-side with 3 peers →

Mckenzie Supply Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in TX ($5M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mckenzie Supply Company Employee Stock Ownership Plan assets move in 2024? ▼
Mckenzie Supply Company Employee Stock Ownership Plan grew at a solid clip - up 9.2% during 2024, from $5M to $5M. Reported net income was $428K.
How have Mckenzie Supply Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckenzie Supply Company's sponsor-wide assets grew 21.7%, from $4M to $5M.
Which ESOP plans are similar in size to Mckenzie Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Westbrook Sales and Distributing Corporation Employee Stock Ownership Plan in TX ($5M, N/A participants).
Which ESOP plans cover a similar participant headcount to Mckenzie Supply Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561056885.

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.