401(k)
2024 plan-year 401(k) DOL Form 5500

Mccoy Group, Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mccoy Group, Inc. ยท Iowa ยท Retail Trade

What the 2023 filing shows

Mccoy Group, Inc. 401(k) Profit Sharing Plan holds $267M for 3,999 participants - about $66,699 per participant, up 15.7% over the 2024 plan year.

$267M
total plan assets (2024 EOY)
3,999
covered participants
$66,699
avg assets per participant
+15.7%
assets growth YoY
Total Assets (2023)
$267M
Participants
3,999
State
Industry
Retail Trade

What the Filing Says About Mccoy Group, Inc. 401(k) Profit Sharing Plan

Mccoy Group, Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Mccoy Group, Inc., headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $267M in total end-of-year assets and covers 3,999 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 391428371, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $231M at the beginning of 2024 to $267M at year-end โ€” a gain of 15.7%. Net assets (after liabilities) closed the year at $267M, with reported net income of $36M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$231M
Total Assets (End of Year)$267M
Net Assets (End of Year)$267M
Net Income$36M
Plan Type401(k)
Employer EIN391428371
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccoy Group, Inc.)

Year Plans Participants Total Assets
2022 1 3,575 $189M
2023 1 3,922 $231M
2024 1 3,999 $267M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Mccoy Group, Inc. 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Mccoy Group, Inc. 401(k) Profit Sharing Plan holds $267M in total assets with 3,999 participants. It is sponsored by Mccoy Group, Inc..
What type of plan is Mccoy Group, Inc. 401(k) Profit Sharing Plan?
Mccoy Group, Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 391428371.
Who sponsors the Mccoy Group, Inc. 401(k) Profit Sharing Plan?
Mccoy Group, Inc. 401(k) Profit Sharing Plan is sponsored by Mccoy Group, Inc., located in Iowa. The sponsor's EIN is 391428371 and the plan operates in the Retail Trade industry.
How did Mccoy Group, Inc. 401(k) Profit Sharing Plan perform in 2024?
Mccoy Group, Inc. 401(k) Profit Sharing Plan grew by 15.7% during 2024, moving from $231M to $267M in total assets. Net income was $36M.
Where can I find official filings for Mccoy Group, Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Mccoy Group, Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391428371 or plan name at efast.dol.gov.
How does Mccoy Group, Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Mccoy Group, Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 391428371.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.