Other · DOL Form 5500 · 2024

Robert J Mc Gee P C Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Robert J Mcgee Profit Sharing Plan · Sponsored by Robert J Mc Gee P C · Iowa · Professional & Technical Services

$2M in assets, 2 participants

Robert J Mc Gee P C's Robert J Mcgee Profit Sharing Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,653 in Professional & Technical Services (20,173 peers)

Robert J Mc Gee P C multi-year trail

Robert J Mc Gee P C's plans moved +24.4% in assets from 2022 to 2024; this filing shows Robert J Mcgee Profit Sharing Plan at $2M / 2 participants.

#5,653
in Professional & Technical Services (20,173 peers)
+12.6%
assets growth YoY

Robert J Mcgee Profit Sharing Plan among the smaller filed plans by assets

Robert J Mcgee Profit Sharing Plan vs every filed plan by assets

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

$2,487,639 32nd percentile higher than 32% 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

Robert J Mcgee Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert J Mcgee Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert J Mcgee Profit Sharing Plan reported net income rose from $209K in the plan year 2023 filing to $279K in the plan year 2024 filing.
  • Robert J Mcgee Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421238651 · Robert J Mc Gee P C PY 2024 · Other

Robert J Mcgee Profit Sharing Plan · $2M · 2 · 32nd

  • IND $2M
  • EOY 2
  • 5500 32nd
  • ASSETS Other
  • PCT near Employee Benefit Plan of Tri-County Community Action, Inc.
  • EIN ind #5653

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 Professional & Technical Services retirement plans → · Plans in Iowa →

Robert J Mcgee Profit Sharing Plan in the asset neighbourhood

Robert J Mcgee Profit Sharing PlanRobert J Mcgee Profit Sharin…$2MEmployee Benefit Plan of Tri-County Community Action, Inc.Employee Benefit Plan of Tri…$2M403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc.403(b) Thrift Plan for Land …$2MThe Seed School of Miami 403(b) Retirement PlanThe Seed School of Miami 403…$2MElsie Whitlow Stokes Community Freedom Public Charter School Tax Deferred Annuity Retirement PlanElsie Whitlow Stokes Communi…$2M
End-of-year total assets ($M) among Robert J Mcgee Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Robert J Mc Gee P C multi-year asset trail

Sponsor-wide plan assets over time

All Robert J Mc Gee P C plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.429731016710416% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2M $2.49M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Robert J Mc Gee P C filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$279K
Employer EIN421238651
Plan Effective Date1985-11-30
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Robert J Mcgee Profit Sharing Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Robert J Mcgee Profit Sharing Plan, Total assets ($M): 2.487639 · Participants: 2Robert J Mcgee Profit Sharing PlanIaicu Multiple Employer Plan, Total assets ($M): 621.446067 · Participants: 2554Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 393.195075 · Participants: 913Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 374.409137 · Participants: 841Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 297.09718 · Participants: 1285Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Robert J Mcgee Profit Sharing Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Robert J Mcgee Profit Sharing Plan side-by-side with 3 peers →

Robert J Mcgee Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Employee Benefit Plan of Tri-County Community Action, Inc. in TX ($2M); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robert J Mcgee Profit Sharing Plan assets move in 2024? ▼
Robert J Mcgee Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $2M to $2M. Reported net income was $279K.
How have Robert J Mc Gee P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert J Mc Gee P C's sponsor-wide assets grew 24.4%, from $2M to $2M.
Which Other plans are similar in size to Robert J Mcgee Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Tri-County Community Action, Inc. in TX ($2M, 105 participants).
Which Other plans cover a similar participant headcount to Robert J Mcgee Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants, N/A 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 421238651.

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.