401(k) · DOL Form 5500 · 2024
Mackenzie Ventures, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $127,734
- Avg per participant Near avg balance/head
Official DOL plan name: The Mackenzie Companies 401(k) Plan · Sponsored by Mackenzie Ventures, LLC · Maryland · Real Estate
$20M in assets, 159 participants
Mackenzie Ventures, LLC's The Mackenzie Companies 401(k) Plan reported $20M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #3,903 in Real Estate (4,605 peers)
Coverage in Maryland
The Mackenzie Companies 401(k) Plan covers 159 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $20M.
- #3,903
- in Real Estate (4,605 peers)
- +17.9%
- assets growth YoY
The Mackenzie Companies 401(k) Plan's outsized position by total assets
The Mackenzie Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,309,747 Top 29% higher than 71% 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
The Mackenzie Companies 401(k) 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. The Mackenzie Companies 401(k) Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mackenzie Companies 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Mackenzie Companies 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- The Mackenzie Companies 401(k) Plan reported participants fell from 181 in the plan year 2023 filing to 159 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 463558556 · Mackenzie Ventures, LLC PY 2024 · 401(k)
The Mackenzie Companies 401(k) Plan · $20M · 159 · 71st
- 5500 $20M
- ASSETS 159
- PCT 71st
- EIN 401(k)
- RANK near Libertas Copper, LLC Hourly Employees Retirement Savings Plan
- PHOTO ind #3903
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 Real Estate retirement plans → · Plans in Maryland →
The Mackenzie Companies 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 463558556 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mackenzie Ventures, LLC)
Sponsor-wide plan assets over time
All Mackenzie Ventures, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 33.27753019157555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $15M |
| 2023 | 1 | 181 | $17M |
| 2024 | 1 | 159 | $20M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
The Mackenzie Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Libertas Copper, LLC Hourly Employees Retirement Savings Plan in PA ($20M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
- Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
- Blue Star Gas Associates 401(k) Profit Sharing Plan (CA) 159 · 0 off
- Premier Forge Group Retirement Plan (IN) 159 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.