Profit Sharing · DOL Form 5500 · 2024

K. Mccaffrey, LLC Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 4
Participants Small participant base: 49th
Percentile by assets National rank: $1.8M
Avg per participant High balance/head

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Official DOL plan name: K. Mccaffrey, LLC Profit Sharing Plan · Sponsored by K. Mccaffrey, LLC · Arizona · Wholesale Trade

$7M in assets, 4 participants

K. Mccaffrey, LLC's K. Mccaffrey, LLC Profit Sharing Plan reported $7M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

#2,327 in Wholesale Trade (6,080 peers)

K. Mccaffrey, LLC multi-year trail

K. Mccaffrey, LLC's plans moved +22.5% in assets from 2022 to 2024; this filing shows K. Mccaffrey, LLC Profit Sharing Plan at $7M / 4 participants.

#2,327
in Wholesale Trade (6,080 peers): +15.1%
assets growth YoY

K. Mccaffrey, LLC Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

K. Mccaffrey, LLC Profit Sharing Plan vs every filed plan by assets

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

$7,099,215 49th percentile higher than 49% 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

K. Mccaffrey, LLC 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. K. Mccaffrey, LLC Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

K. Mccaffrey, LLC Profit Sharing Plan reported net income rose from $377K in the plan year 2023 filing to $929K in the plan year 2024 filing.
K. Mccaffrey, LLC Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010851788 · K. Mccaffrey, LLC PY 2024 · Profit Sharing

K. Mccaffrey, LLC Profit Sharing Plan · $7M · 4 · 49th

BOY $7M
SCH 4
EBSA 49th
PART Profit Sharing
TYPE near The Center Retirement Plan
NET ind #2327

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 Arizona →

End-of-year total assets ($M) among K. Mccaffrey, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

K. Mccaffrey, LLC multi-year asset trail

Latest sponsor-wide plan assets: $7M 22.53692955125294% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$6M
2023	1	4	$6M
2024	1	4	$7M

K. Mccaffrey, LLC filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$929K
Employer EIN	010851788
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

K. Mccaffrey, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Preferred Employer Plan II $76M · 415
Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
Center for Biological Diversity 403(b) DC Plan $34M · 187

Compare K. Mccaffrey, LLC Profit Sharing Plan side-by-side with 3 peers →

K. Mccaffrey, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is The Center Retirement Plan in OH ($7M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

The Center Retirement Plan (OH) $7M · 391
Wichita Pediatric Associates, P.a. Integrated Profit Sharing Plan (KS) $7M · 7
Jose a. Alonso Alonso Retirement Plan (PR) $7M · 4
401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. (OK) $7M · 357

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off

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 K. Mccaffrey, LLC Profit Sharing Plan assets move in 2024? ▼

K. Mccaffrey, LLC Profit Sharing Plan grew sharply - up 15.1% during 2024, from $6M to $7M. Reported net income was $929K.

How have K. Mccaffrey, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), K. Mccaffrey, LLC's sponsor-wide assets grew 22.5%, from $6M to $7M.

Which Profit Sharing plans are similar in size to K. Mccaffrey, LLC Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is The Center Retirement Plan in OH ($7M, 391 participants).

Which Profit Sharing plans cover a similar participant headcount to K. Mccaffrey, LLC Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 010851788.