401(k) · DOL Form 5500 · 2024

Mckinley Management, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
45
Participants Small participant base
69th
Percentile by assets National rank
$422,421
Avg per participant High balance/head
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Official DOL plan name: Mckinley Management, Inc. 401(k) Savings Plan · Sponsored by Mckinley Management, LLC · Alaska · Finance & Insurance

$19M in assets, 45 participants

Mckinley Management, LLC's Mckinley Management, Inc. 401(k) Savings Plan reported $19M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,614 in Finance & Insurance (8,549 peers)

Mckinley Management, LLC multi-year trail

Mckinley Management, LLC's plans moved -22.0% in assets from 2023 to 2024; this filing shows Mckinley Management, Inc. 401(k) Savings Plan at $19M / 45 participants.

#4,614
in Finance & Insurance (8,549 peers)
-22.0%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckinley Management, Inc. 401(k) Savings Plan's outsized position by total assets

Mckinley Management, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$19,008,963 Top 31% higher than 69% 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

Mckinley Management, Inc. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mckinley Management, Inc. 401(k) Savings Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mckinley Management, Inc. 401(k) Savings Plan reported net income fell from -$413K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Mckinley Management, Inc. 401(k) Savings Plan reported participants fell from 91 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Mckinley Management, Inc. 401(k) Savings Plan end-of-year assets fell from $24M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 862241525 · Mckinley Management, LLC PY 2024 · 401(k)

Mckinley Management, Inc. 401(k) Savings Plan · $19M · 45 · 69th

  • NET $19M
  • BOOK 45
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Combi Packaging Systems, LLC Pension Plan
  • EBSA ind #4614

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 Alaska →

Mckinley Management, Inc. 401(k) Savings Plan in the asset neighbourhood

Mckinley Management, Inc. 401(k) Savings PlanMckinley Management, Inc. 40…$19MCombi Packaging Systems, LLC Pension PlanCombi Packaging Systems, LLC…$19MThe Kleingers Group Retirement Savings PlanThe Kleingers Group Retireme…$19MDigipen USA LLC 401(k) Profit Sharing Plan & TrustDigipen USA LLC 401(k) Profi…$19MShaw Development, LLC 401(k) Profit Sharing PlanShaw Development, LLC 401(k)…$19M
End-of-year total assets ($M) among Mckinley Management, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mckinley Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mckinley Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.978878723197813% vs 2023
2024 filing year
$18M$20M$22M$24M$26M 20232024 $24.4M $19M ▼ -22.0%
Year Plans Participants Total Assets
2023 1 91 $24M
2024 1 45 $19M

Mckinley Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN862241525
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Mckinley Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Mckinley Management, Inc. 401(k) Savings Plan, Total assets ($B): 0.019008963 · Participants: 45Mckinley Management, Inc. 401(k) Savings PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.494164492 · Participants: 15504Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.691328589 · Participants: 10917Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.58939182 · Participants: 5189Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.479807729 · Participants: 5230Bristol Bay Native Corporation 401(k) Savings PlanChenega Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.451431857 · Participants: 7277Chenega Corporation 401(k) Profit Sharing Plan and Trust
Mckinley Management, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Mckinley Management, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Mckinley Management, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is Combi Packaging Systems, LLC Pension Plan in OH ($19M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Mckinley Management, Inc. 401(k) Savings Plan assets move in 2024? ▼
Mckinley Management, Inc. 401(k) Savings Plan declined sharply - down 22.0% during 2024, from $24M to $19M. Reported net income was -$5M.
How have Mckinley Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mckinley Management, LLC's sponsor-wide assets declined 22.0%, from $24M to $19M.
Which 401(k) plans are similar in size to Mckinley Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Combi Packaging Systems, LLC Pension Plan in OH ($19M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Mckinley Management, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coact, Inc. 401(k) Plan in MD (45 participants, $2M 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 862241525.

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.