Profit Sharing · DOL Form 5500 · 2024
David Mckee, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $2.3M
- Avg per participant High balance/head
Official DOL plan name: David Mckee, Inc. Pension Trust · Sponsored by David Mckee, Inc. · New York · Retail Trade
$7M in assets, 3 participants
David Mckee, Inc.'s David Mckee, Inc. Pension Trust reported $7M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #4,719 in Retail Trade (8,048 peers)
David Mckee, Inc. multi-year trail
David Mckee, Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows David Mckee, Inc. Pension Trust at $7M / 3 participants.
- #4,719
- in Retail Trade (8,048 peers)
- +20.4%
- assets growth YoY
David Mckee, Inc. Pension Trust's mid-pack asset rank among Retail Trade and all filers
David Mckee, Inc. Pension Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,952,688 48th percentile higher than 48% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
David Mckee, Inc. Pension Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David Mckee, Inc. Pension Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Mckee, Inc. Pension Trust reported net income rose from -$360K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- David Mckee, Inc. Pension Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132789722 · David Mckee, Inc. PY 2024 · Profit Sharing
David Mckee, Inc. Pension Trust · $7M · 3 · 48th
- VS-ST $7M
- BOY 3
- SCH 48th
- EBSA Profit Sharing
- PART near Modern Edge Ventures Inc. Retirement Plan
- TYPE ind #4719
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 Retail Trade retirement plans → · Plans in New York →
David Mckee, Inc. Pension Trust in the asset neighbourhood
David Mckee, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All David Mckee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 13.353061640062364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $6M |
| 2023 | 1 | 3 | $6M |
| 2024 | 1 | 3 | $7M |
David Mckee, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 132789722 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
David Mckee, Inc. Pension Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Modern Edge Ventures Inc. Retirement Plan in TX ($7M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.