401(k) · DOL Form 5500 · 2024

Mckenzie Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
266
Participants Below avg headcount
33rd
Percentile by assets National rank
$10,036
Avg per participant Low balance/head
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Official DOL plan name: Mckenzie Retirement Readiness 401(k) Plan · Sponsored by Mckenzie Foods, Inc. · Indiana · Food Services & Accommodation

$3M in assets, 266 participants

Mckenzie Foods, Inc.'s Mckenzie Retirement Readiness 401(k) Plan reported $3M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,495 in Food Services & Accommodation (3,672 peers)

Coverage in Indiana

Mckenzie Retirement Readiness 401(k) Plan covers 266 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#2,495
in Food Services & Accommodation (3,672 peers)
+10.0%
assets growth YoY

Mckenzie Retirement Readiness 401(k) Plan among the smaller filed plans by assets

Mckenzie Retirement Readiness 401(k) Plan vs every filed plan by assets

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

$2,669,611 33rd percentile higher than 33% 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 Retirement Readiness 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckenzie Retirement Readiness 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mckenzie Retirement Readiness 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 266 in the plan year 2024 filing.
  • Mckenzie Retirement Readiness 401(k) Plan reported net income fell from $350K in the plan year 2023 filing to $243K in the plan year 2024 filing.
  • Mckenzie Retirement Readiness 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351726952 · Mckenzie Foods, Inc. PY 2024 · 401(k)

Mckenzie Retirement Readiness 401(k) Plan · $3M · 266 · 33rd

  • VS-ST $3M
  • BOY 266
  • SCH 33rd
  • EBSA 401(k)
  • PART near Pacific Window Master, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #2495

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

Mckenzie Retirement Readiness 401(k) Plan in the asset neighbourhood

Mckenzie Retirement Readiness 401(k) PlanMckenzie Retirement Readines…$3MPacific Window Master, Inc. 401(k) Profit Sharing PlanPacific Window Master, Inc. …$3MThomas J. Andrews, M.D., Inc. Profit Sharing PlanThomas J. Andrews, M.D., Inc…$3MBailly & Mcmillan, LLP 401(k) Profit Sharing PlanBailly & Mcmillan, LLP 401(k…$3MScott Mellum, M.D. 401(k) Profit Sharing PlanScott Mellum, M.D. 401(k) Pr…$3M
End-of-year total assets ($M) among Mckenzie Retirement Readiness 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$243K
Employer EIN351726952
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckenzie Foods, Inc.)

Sponsor-wide plan assets over time

All Mckenzie Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.516843936635333% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.08M $2.67M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 140 $2M
2023 1 132 $2M
2024 1 266 $3M

Nearby 401(k) Plans in Indiana

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

Mckenzie Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Mckenzie Retirement Readiness 401(k) Plan, Total assets ($B): 0.002669611 · Participants: 266Mckenzie Retirement Readiness 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Mckenzie Retirement Readiness 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Mckenzie Retirement Readiness 401(k) Plan side-by-side with 3 peers →

Mckenzie Retirement Readiness 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Pacific Window Master, Inc. 401(k) Profit Sharing Plan in OR ($3M); by covered participants it is Grayback Forestry, Inc. Retirement Savings Plan in OR (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Retirement Readiness 401(k) Plan assets move in 2024? ▼
Mckenzie Retirement Readiness 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $2M to $3M. Reported net income was $243K.
How have Mckenzie Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckenzie Foods, Inc.'s sponsor-wide assets grew 28.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Mckenzie Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Window Master, Inc. 401(k) Profit Sharing Plan in OR ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mckenzie Retirement Readiness 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grayback Forestry, Inc. Retirement Savings Plan in OR (266 participants, $8M 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 351726952.

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.