401(k) · DOL Form 5500 · 2024

McDonald's Wholesale LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
203
Participants Below avg headcount
66th
Percentile by assets National rank
$80,259
Avg per participant Below avg balance/head
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Official DOL plan name: McDonald's Wholesale LLC 401(k) Plan · Sponsored by McDonald's Wholesale LLC · Oregon · Wholesale Trade

$16M in assets, 203 participants

McDonald's Wholesale LLC's McDonald's Wholesale LLC 401(k) Plan reported $16M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,644 in Wholesale Trade (6,080 peers)

Coverage in Oregon

McDonald's Wholesale LLC 401(k) Plan covers 203 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $16M.

#3,644
in Wholesale Trade (6,080 peers)
+18.2%
assets growth YoY

McDonald's Wholesale LLC 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

McDonald's Wholesale LLC 401(k) Plan vs every filed plan by assets

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

$16,292,487 Top 34% higher than 66% 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

McDonald's Wholesale LLC 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. McDonald's Wholesale LLC 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • McDonald's Wholesale LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • McDonald's Wholesale LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • McDonald's Wholesale LLC 401(k) Plan reported participants fell from 207 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260855703 · McDonald's Wholesale LLC PY 2024 · 401(k)

McDonald's Wholesale LLC 401(k) Plan · $16M · 203 · 66th

  • RANK $16M
  • PHOTO 203
  • IND 66th
  • EOY 401(k)
  • 5500 near Listerhill Credit Union 401(k) Plan
  • ASSETS ind #3644

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 Wholesale Trade retirement plans → · Plans in Oregon →

McDonald's Wholesale LLC 401(k) Plan in the asset neighbourhood

McDonald's Wholesale LLC 401(k) PlanMcDonald's Wholesale LLC 401…$16MListerhill Credit Union 401(k) PlanListerhill Credit Union 401(…$16MMicrometl Corporation 401(k) PlanMicrometl Corporation 401(k)…$16MMaine Savings Federal Credit Union 401(k) Plan and TrustMaine Savings Federal Credit…$16MGoldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman & Associated Compani…$16M
End-of-year total assets ($M) among McDonald's Wholesale LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN260855703
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (McDonald's Wholesale LLC)

Sponsor-wide plan assets over time

All McDonald's Wholesale LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 42.9858505986454% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 105 $11M
2023 1 207 $14M
2024 1 203 $16M

Nearby 401(k) Plans in Oregon

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

McDonald's Wholesale LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants McDonald's Wholesale LLC 401(k) Plan, Total assets ($B): 0.016292487 · Participants: 203McDonald's Wholesale LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
McDonald's Wholesale LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare McDonald's Wholesale LLC 401(k) Plan side-by-side with 3 peers →

McDonald's Wholesale LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Listerhill Credit Union 401(k) Plan in AL ($16M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 McDonald's Wholesale LLC 401(k) Plan assets move in 2024? ▼
McDonald's Wholesale LLC 401(k) Plan grew sharply - up 18.2% during 2024, from $14M to $16M. Reported net income was $3M.
How have McDonald's Wholesale LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), McDonald's Wholesale LLC's sponsor-wide assets grew 43.0%, from $11M to $16M.
Which 401(k) plans are similar in size to McDonald's Wholesale LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Listerhill Credit Union 401(k) Plan in AL ($16M, 284 participants).
Which 401(k) plans cover a similar participant headcount to McDonald's Wholesale LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 260855703.

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.