401(k) · DOL Form 5500 · 2024
Nan Mckay and Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 728
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $37,105
- Avg per participant Low balance/head
Official DOL plan name: Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Nan Mckay and Associates, Inc. · California · Information & Media
$27M in assets, 728 participants
Nan Mckay and Associates, Inc.'s Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 728 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #1,889 in Information & Media (2,822 peers)
Where Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits by assets
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 728 participants (~$37,105/participant), up 21.1% in 2024.
- #1,889
- in Information & Media (2,822 peers)
- +21.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,012,799 Top 24% higher than 76% 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
Nan Mckay and Associates, Inc. 401(k) Profit Sharing 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. Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (728 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 685 in the plan year 2023 filing to 728 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411381008 · Nan Mckay and Associates, Inc. PY 2024 · 401(k)
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan · $27M · 728 · 76th
- TYPE $27M
- NET 728
- BOOK 76th
- VS-ST 401(k)
- BOY near Gibbs Technology Company Employees Savings Trust
- SCH ind #1889
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 Information & Media retirement plans → · Plans in California →
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $5M |
| Employer EIN | 411381008 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nan Mckay and Associates, Inc.)
Sponsor-wide plan assets over time
All Nan Mckay and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 53.00124948457346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 773 | $18M |
| 2023 | 1 | 685 | $22M |
| 2024 | 1 | 728 | $27M |
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
Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gibbs Technology Company Employees Savings Trust in MO ($27M); by covered participants it is Impact Advisors, LLC 401(k) Plan in IL (728 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Gibbs Technology Company Employees Savings Trust (MO) $27M · 273
- Goldenwest Federal Credit Union 401(k) Plan and Trust (UT) $27M · 684
- Van Horn Automotive Group 401(k) Plan (WI) $27M · 693
- Lindsay Precast 401(k) Plan (OH) $27M · 431
Similar participant headcount
Nearest other-state filings by covered participants (728 participants); asset peers above are excluded.
- Impact Advisors, LLC 401(k) Plan (IL) 728 · 0 off
- The Boldt Company's Retirement Plan (WI) 728 · 0 off
- Freeman Investment Company, L.P. 401(k) Plan (TX) 728 · 0 off
- Southern Crown Partners, LLC Retirement Plan (GA) 728 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.