401(k) · DOL Form 5500 · 2024

Interstate-Mcbee, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
282
Participants Below avg headcount
75th
Percentile by assets National rank
$91,852
Avg per participant Below avg balance/head
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Official DOL plan name: Interstate-Mcbee Retirement Plan · Sponsored by Interstate-Mcbee, LLC · Ohio · Manufacturing

$26M in assets, 282 participants

Interstate-Mcbee, LLC's Interstate-Mcbee Retirement Plan reported $26M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,662 in Manufacturing (17,777 peers)

Coverage in Ohio

Interstate-Mcbee Retirement Plan covers 282 participants in Ohio, about 37% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#11,662
in Manufacturing (17,777 peers)
+10.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Interstate-Mcbee Retirement Plan's outsized position by total assets

Interstate-Mcbee Retirement Plan vs every filed plan by assets

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

$25,902,364 Top 25% higher than 75% 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

Interstate-Mcbee Retirement 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. Interstate-Mcbee Retirement Plan sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interstate-Mcbee Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Interstate-Mcbee Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Interstate-Mcbee Retirement Plan reported participants fell from 307 in the plan year 2023 filing to 282 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341922271 · Interstate-Mcbee, LLC PY 2024 · 401(k)

Interstate-Mcbee Retirement Plan · $26M · 282 · 75th

  • BOOK $26M
  • BOOK 282
  • BOOK 75th
  • BOOK 401(k)
  • BOOK near Computer Packages, Inc. 401(k) Plan & Trust
  • BOOK ind #11662

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 Manufacturing retirement plans → · Plans in Ohio →

Interstate-Mcbee Retirement Plan in the asset neighbourhood

Interstate-Mcbee Retirement PlanInterstate-Mcbee Retirement …$26MComputer Packages, Inc. 401(k) Plan & TrustComputer Packages, Inc. 401(…$26MK2 Services LLC 401(k) Plan$26MVelocity Global 401(k) Retirement PlanVelocity Global 401(k) Retir…$26MSonatype Retirement Trust$26M
End-of-year total assets ($M) among Interstate-Mcbee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN341922271
Plan Effective Date1974-03-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate-Mcbee, LLC)

Sponsor-wide plan assets over time

All Interstate-Mcbee, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 30.106759177691835% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.9M $25.9M ▲ +30.1%
Year Plans Participants Total Assets
2022 1 293 $20M
2023 1 307 $23M
2024 1 282 $26M

Nearby 401(k) Plans in Ohio

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

Interstate-Mcbee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Interstate-Mcbee Retirement Plan, Total assets ($B): 0.025902364 · Participants: 282Interstate-Mcbee Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Interstate-Mcbee Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Outside Ohio, the nearest 401(k) by assets is Computer Packages, Inc. 401(k) Plan & Trust in MD ($26M); by covered participants it is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Interstate-Mcbee Retirement Plan assets move in 2024?
Interstate-Mcbee Retirement Plan grew at a solid clip - up 10.5% during 2024, from $23M to $26M. Reported net income was $2M.
How have Interstate-Mcbee, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Interstate-Mcbee, LLC's sponsor-wide assets grew 30.1%, from $20M to $26M.
Where does Interstate-Mcbee Retirement Plan rank by assets among Form 5500 filers?
Interstate-Mcbee Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Interstate-Mcbee Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Computer Packages, Inc. 401(k) Plan & Trust in MD ($26M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Interstate-Mcbee Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Alliance Shippers, Inc. 401(k) Savings Plan in NJ (282 participants, N/A in assets).