401(k) · DOL Form 5500 · 2024

Mcgard LLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
615
Participants Below avg headcount
86th
Percentile by assets National rank
$95,712
Avg per participant Below avg balance/head
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Official DOL plan name: L . D. Mccauley/Mcgard Retirement Plan · Sponsored by Mcgard LLC · New York · Wholesale Trade

$59M in assets, 615 participants

Mcgard LLC's L . D. Mccauley/Mcgard Retirement Plan reported $59M in total assets and 615 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,304 in Wholesale Trade (6,080 peers)

Where L . D. Mccauley/Mcgard Retirement Plan sits by assets

L . D. Mccauley/Mcgard Retirement Plan sits in the top quartile of all filed plans by assets, $59M for 615 participants (~$95,712/participant), up 10.4% in 2024.

#5,304
in Wholesale Trade (6,080 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

L . D. Mccauley/Mcgard Retirement Plan's outsized position by total assets

L . D. Mccauley/Mcgard Retirement Plan vs every filed plan by assets

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

$58,862,752 Top 14% higher than 86% 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

L . D. Mccauley/Mcgard Retirement 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. L . D. Mccauley/Mcgard Retirement Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L . D. Mccauley/Mcgard Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • L . D. Mccauley/Mcgard Retirement Plan reported participants fell from 678 in the plan year 2023 filing to 615 in the plan year 2024 filing.
  • L . D. Mccauley/Mcgard Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 202374195 · Mcgard LLC PY 2024 · 401(k)

L . D. Mccauley/Mcgard Retirement Plan · $59M · 615 · 86th

  • BOY $59M
  • BOY 615
  • BOY 86th
  • BOY 401(k)
  • BOY near O'brien Auto Group 401(k) Plan
  • BOY ind #5304

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 New York →

L . D. Mccauley/Mcgard Retirement Plan in the asset neighbourhood

Insurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$59M403(b) Thrift Plan of International Community Health Services403(b) Thrift Plan of Intern…$59ML . D. Mccauley/Mcgard Retirement PlanL . D. Mccauley/Mcgard Retir…$59MO'brien Auto Group 401(k) PlanO'brien Auto Group 401(k) Pl…$59MGrassland Dairy Products Profit Sharing PlanGrassland Dairy Products Pro…$59M
End-of-year total assets ($M) among L . D. Mccauley/Mcgard Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN202374195
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcgard LLC)

Sponsor-wide plan assets over time

All Mcgard LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 22.142631022661607% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.2M $58.9M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 692 $48M
2023 1 678 $53M
2024 1 615 $59M

Nearby 401(k) Plans in New York

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

L . D. Mccauley/Mcgard Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants L . D. Mccauley/Mcgard Retirement Plan, Total assets ($B): 0.058862752 · Participants: 615L . D. Mccauley/Mcgard Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
L . D. Mccauley/Mcgard Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare L . D. Mccauley/Mcgard Retirement Plan side-by-side with 3 peers →

L . D. Mccauley/Mcgard Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is O'brien Auto Group 401(k) Plan in WA ($59M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 L . D. Mccauley/Mcgard Retirement Plan assets move in 2024? ▼
L . D. Mccauley/Mcgard Retirement Plan grew at a solid clip - up 10.4% during 2024, from $53M to $59M. Reported net income was $6M.
How have Mcgard LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcgard LLC's sponsor-wide assets grew 22.1%, from $48M to $59M.
Where does L . D. Mccauley/Mcgard Retirement Plan rank by assets among Form 5500 filers? ▼
L . D. Mccauley/Mcgard Retirement Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to L . D. Mccauley/Mcgard Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is O'brien Auto Group 401(k) Plan in WA ($59M, 701 participants).
Which 401(k) plans cover a similar participant headcount to L . D. Mccauley/Mcgard Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in NE (615 participants, $42M 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 202374195.

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.