401(k) · DOL Form 5500 · 2024
R.F. Macdonald Company 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 266
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $185,037
- Avg per participant Above avg balance/head
Official DOL plan name: R.F. Macdonald Company 401(k) Retirement Savings Plan · Sponsored by R.F. Macdonald Company · California · Wholesale Trade
$49M in assets, 266 participants
R.F. Macdonald Company's R.F. Macdonald Company 401(k) Retirement Savings Plan reported $49M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #5,166 in Wholesale Trade (6,080 peers)
Coverage in California
R.F. Macdonald Company 401(k) Retirement Savings Plan covers 266 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $49M.
- #5,166
- in Wholesale Trade (6,080 peers)
- +16.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
R.F. Macdonald Company 401(k) Retirement Savings Plan's outsized position by total assets
R.F. Macdonald Company 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,219,871 Top 16% higher than 84% 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
R.F. Macdonald Company 401(k) Retirement Savings 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. R.F. Macdonald Company 401(k) Retirement Savings Plan sits mid-pack in the medium band (266 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R.F. Macdonald Company 401(k) Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- R.F. Macdonald Company 401(k) Retirement Savings Plan end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- R.F. Macdonald Company 401(k) Retirement Savings Plan reported participants rose from 255 in the plan year 2023 filing to 266 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 941562199 · R.F. Macdonald Company PY 2024 · 401(k)
R.F. Macdonald Company 401(k) Retirement Savings Plan · $49M · 266 · 84th
- BOY $49M
- BOY 266
- BOY 84th
- BOY 401(k)
- BOY near Virginia Emergency Medicine Associates, Ltd. Retirement Plan
- BOY ind #5166
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 Wholesale Trade retirement plans → · Plans in California →
R.F. Macdonald Company 401(k) Retirement Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $7M |
| Employer EIN | 941562199 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R.F. Macdonald Company)
Sponsor-wide plan assets over time
All R.F. Macdonald Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 31.50049079039964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $37M |
| 2023 | 1 | 255 | $42M |
| 2024 | 1 | 266 | $49M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
R.F. Macdonald Company 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Virginia Emergency Medicine Associates, Ltd. Retirement Plan in VA ($49M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Virginia Emergency Medicine Associates, Ltd. Retirement Plan (VA) $49M · 102
- Engagemed 401(k) Plan (AR) $49M · 1,065
- Oakleaf Clinics, Inc. Profit Sharing Plan (WI) $49M · 300
- Kerr, Russell and Weber, PLC Retirement Plan (MI) $49M · 71
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.