401(k) · DOL Form 5500 · 2024
Mcelroy & Company Inc Profit Share Plan 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $618,669
- Avg per participant High balance/head
Official DOL plan name: Mcelroy and Co., Inc. Profit-Sharing Plan · Sponsored by Mcelroy & Company Inc Profit Share Plan · Colorado · Real Estate
$1M in assets, 2 participants
Mcelroy & Company Inc Profit Share Plan's Mcelroy and Co., Inc. Profit-Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,951 in Real Estate (4,605 peers)
2024 asset change
Mcelroy and Co., Inc. Profit-Sharing Plan pulled back noticeably 8.5% in 2024 ($1M → $1M) for 2 participants.
- #1,951
- in Real Estate (4,605 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mcelroy and Co., Inc. Profit-Sharing Plan among the smaller filed plans by assets
Mcelroy and Co., Inc. Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,237,338 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mcelroy and Co., Inc. Profit-Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcelroy and Co., Inc. Profit-Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcelroy and Co., Inc. Profit-Sharing Plan reported net income fell from $33K in the plan year 2023 filing to -$115K in the plan year 2024 filing.
- Mcelroy and Co., Inc. Profit-Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 841593508 · Mcelroy & Company Inc Profit Share Plan PY 2024 · 401(k)
Mcelroy and Co., Inc. Profit-Sharing Plan · $1M · 2 · 25th
- EIN $1M
- RANK 2
- PHOTO 25th
- IND 401(k)
- EOY near Glassybaby LLC 401(k) Profit Sharing Plan and Trust
- 5500 ind #1951
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 Real Estate retirement plans → · Plans in Colorado →
Mcelroy and Co., Inc. Profit-Sharing Plan in the asset neighbourhood
Mcelroy & Company Inc Profit Share Plan years around the 2024 move
Sponsor-wide plan assets over time
All Mcelroy & Company Inc Profit Share Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 6.234142970163776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$115K |
| Employer EIN | 841593508 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Mcelroy and Co., Inc. Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Glassybaby LLC 401(k) Profit Sharing Plan and Trust in WA ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.