401(k) · DOL Form 5500 · 2024

The Mcgregor Foundation 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
489
Participants Below avg headcount
52nd
Percentile by assets National rank
$16,864
Avg per participant Low balance/head
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Official DOL plan name: The Mcgregor Retirement Savings Plan · Sponsored by The Mcgregor Foundation · Ohio · Healthcare & Social Assistance

$8M in assets, 489 participants

The Mcgregor Foundation's The Mcgregor Retirement Savings Plan reported $8M in total assets and 489 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,596 in Healthcare & Social Assistance (16,916 peers)

The Mcgregor Foundation multi-year trail

The Mcgregor Foundation's plans moved +49.7% in assets from 2022 to 2024; this filing shows The Mcgregor Retirement Savings Plan at $8M / 489 participants.

#9,596
in Healthcare & Social Assistance (16,916 peers)
+32.6%
assets growth YoY

The Mcgregor Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Mcgregor Retirement Savings Plan vs every filed plan by assets

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

$8,246,658 Top 48% higher than 52% 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

The Mcgregor Retirement Savings 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. The Mcgregor Retirement Savings Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mcgregor Retirement Savings Plan reported net income rose from $713K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Mcgregor Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • The Mcgregor Retirement Savings Plan reported participants rose from 476 in the plan year 2023 filing to 489 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340714356 · The Mcgregor Foundation PY 2024 · 401(k)

The Mcgregor Retirement Savings Plan · $8M · 489 · 52nd

  • BOOK $8M
  • BOOK 489
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Monterey Boats Rewards Plan
  • BOOK ind #9596

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

The Mcgregor Retirement Savings Plan in the asset neighbourhood

The Mcgregor Retirement Savings PlanThe Mcgregor Retirement Savi…$8MMonterey Boats Rewards Plan$8MYellowstone Boys and Girls Ranch Retirement PlanYellowstone Boys and Girls R…$8MValley Management, Inc. 401(k) Plan and TrustValley Management, Inc. 401(…$8MAgilex Business Solutions 401(k) PlanAgilex Business Solutions 40…$8M
End-of-year total assets ($M) among The Mcgregor Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Mcgregor Foundation multi-year asset trail

Sponsor-wide plan assets over time

All The Mcgregor Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$8M 49.714093587624866% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.51M $8.25M ▲ +49.7%
Year Plans Participants Total Assets
2022 2 652 $6M
2023 1 476 $6M
2024 1 489 $8M

The Mcgregor Foundation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN340714356
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Mcgregor Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Mcgregor Retirement Savings Plan, Total assets ($B): 0.008246658 · Participants: 489The Mcgregor Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Mcgregor Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Mcgregor Retirement Savings Plan side-by-side with 3 peers →

The Mcgregor Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Monterey Boats Rewards Plan in FL ($8M); by covered participants it is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (489 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 The Mcgregor Retirement Savings Plan assets move in 2024? ▼
The Mcgregor Retirement Savings Plan surged - up 32.6% during 2024, from $6M to $8M. Reported net income was $2M.
How have The Mcgregor Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcgregor Foundation's sponsor-wide assets grew 49.7%, from $6M to $8M.
Which 401(k) plans are similar in size to The Mcgregor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monterey Boats Rewards Plan in FL ($8M, 358 participants).
Which 401(k) plans cover a similar participant headcount to The Mcgregor Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants, $51M 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 340714356.

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.