401(k) · DOL Form 5500 · 2024

Mcneely Companies 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
149
Participants Small participant base
64th
Percentile by assets National rank
$97,515
Avg per participant Below avg balance/head
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Official DOL plan name: Mcneely Companies 401(k) Plan · Sponsored by Mcneely Companies · North Carolina · Transportation & Warehousing

$15M in assets, 149 participants

Mcneely Companies's Mcneely Companies 401(k) Plan reported $15M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,128 in Transportation & Warehousing (3,299 peers)

Coverage in North Carolina

Mcneely Companies 401(k) Plan covers 149 participants in North Carolina, about 18% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#2,128
in Transportation & Warehousing (3,299 peers)
+19.6%
assets growth YoY

Mcneely Companies 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Mcneely Companies 401(k) Plan vs every filed plan by assets

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

$14,529,765 Top 36% higher than 64% 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

Mcneely 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. Mcneely Companies 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcneely Companies 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Mcneely Companies 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mcneely Companies 401(k) Plan reported participants rose from 144 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 561223676 · Mcneely Companies PY 2024 · 401(k)

Mcneely Companies 401(k) Plan · $15M · 149 · 64th

  • BOY $15M
  • BOY 149
  • BOY 64th
  • BOY 401(k)
  • BOY near Hansen-Rice Inc. 401(k) Profit Sharing Plan
  • BOY ind #2128

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Mcneely Companies 401(k) Plan in the asset neighbourhood

Mcneely Companies 401(k) Plan$15MHansen-Rice Inc. 401(k) Profit Sharing PlanHansen-Rice Inc. 401(k) Prof…$15MStokes Regional Eye Centers Profit Sharing Savings PlanStokes Regional Eye Centers …$15MCaregility 401(k) Plan$15MSigma Technologies, Ltd 401(k) PlanSigma Technologies, Ltd 401(…$15M
End-of-year total assets ($M) among Mcneely Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN561223676
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcneely Companies)

Sponsor-wide plan assets over time

All Mcneely Companies plans reported in each filing year

Latest sponsor-wide plan assets
$15M 47.0557753218605% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.88M $14.5M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 137 $10M
2023 1 144 $12M
2024 1 149 $15M

Nearby 401(k) Plans in North Carolina

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

Mcneely Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Mcneely Companies 401(k) Plan, Total assets ($B): 0.014529765 · Participants: 149Mcneely Companies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Mcneely Companies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Mcneely Companies 401(k) Plan side-by-side with 3 peers →

Mcneely Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hansen-Rice Inc. 401(k) Profit Sharing Plan in ID ($15M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Mcneely Companies 401(k) Plan assets move in 2024? ▼
Mcneely Companies 401(k) Plan grew sharply - up 19.6% during 2024, from $12M to $15M. Reported net income was $2M.
How have Mcneely Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcneely Companies's sponsor-wide assets grew 47.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Mcneely Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hansen-Rice Inc. 401(k) Profit Sharing Plan in ID ($15M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Mcneely Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 561223676.

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.