401(k) · DOL Form 5500 · 2024

Mckinney Capital Management 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
26th
Percentile by assets National rank
$296,351
Avg per participant High balance/head
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Official DOL plan name: Mckinney Capital Management 401(k) Profit Sharing Plan & Trust · Sponsored by Mckinney Capital Management · Texas · Finance & Insurance

$1M in assets, 5 participants

Mckinney Capital Management's Mckinney Capital Management 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,382 in Finance & Insurance (8,549 peers)

Mckinney Capital Management multi-year trail

Mckinney Capital Management's plans moved +242.1% in assets from 2022 to 2024; this filing shows Mckinney Capital Management 401(k) Profit Sharing Plan & Trust at $1M / 5 participants.

#1,382
in Finance & Insurance (8,549 peers)
+65.2%
assets growth YoY

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,481,754 26th percentile higher than 26% 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

Mckinney Capital Management 401(k) Profit Sharing Plan & 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. Mckinney Capital Management 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mckinney Capital Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $897K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Mckinney Capital Management 401(k) Profit Sharing Plan & Trust reported net income rose from $464K in the plan year 2023 filing to $585K in the plan year 2024 filing.
  • Mckinney Capital Management 401(k) Profit Sharing Plan & Trust reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264232543 · Mckinney Capital Management PY 2024 · 401(k)

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust · $1M · 5 · 26th

  • PART $1M
  • TYPE 5
  • NET 26th
  • BOOK 401(k)
  • VS-ST near Quantum Residential, Inc. 401(k) Retirement Plan
  • BOY ind #1382

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 Finance & Insurance retirement plans → · Plans in Texas →

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mckinney Capital Management 401(k) Profit Sharing Plan & TrustMckinney Capital Management …$1MQuantum Residential, Inc. 401(k) Retirement PlanQuantum Residential, Inc. 40…$1MNorthwest Physical Therapy, Inc. 401(k) Profit Sharing PlanNorthwest Physical Therapy, …$1MBurke's & Brown, Inc. 401(k) PlanBurke's & Brown, Inc. 401(k)…$1MKuraya USA Corp 401(k) Plan$1M
End-of-year total assets ($M) among Mckinney Capital Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mckinney Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Mckinney Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$1M 242.0776936164908% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.43M $1.48M ▲ +244.2%
Year Plans Participants Total Assets
2022 1 4 $433K
2023 1 4 $897K
2024 1 5 $1M

Mckinney Capital Management filing trail (2024)

Total Assets (Beginning of Year)$897K
Net Assets (End of Year)$1M
Net Income$585K
Employer EIN264232543
Plan Effective Date2017-01-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mckinney Capital Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001481754 · Participants: 5Mckinney Capital Management 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Mckinney Capital Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mckinney Capital Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mckinney Capital Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Quantum Residential, Inc. 401(k) Retirement Plan in WA ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mckinney Capital Management 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Mckinney Capital Management 401(k) Profit Sharing Plan & Trust surged - up 65.2% during 2024, from $897K to $1M. Reported net income was $585K.
How have Mckinney Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mckinney Capital Management's sponsor-wide assets grew 242.1%, from $433K to $1M.
Which 401(k) plans are similar in size to Mckinney Capital Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quantum Residential, Inc. 401(k) Retirement Plan in WA ($1M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Mckinney Capital Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 264232543.

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.