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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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 and Co., Inc. Profit-Sharing PlanMcelroy and Co., Inc. Profit…$1MGlassybaby LLC 401(k) Profit Sharing Plan and TrustGlassybaby LLC 401(k) Profit…$1MPjpools, Inc. 401(k) Plan$1M401(k) Profit Sharing Plan for Employees of Wolverine Human Services401(k) Profit Sharing Plan f…$1MSai Business Solutions LLC Retirement TrustSai Business Solutions LLC R…$1M
End-of-year total assets ($M) among Mcelroy and Co., Inc. Profit-Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$1.2M$1.25M$1.3M$1.35M$1.4M 202220232024 $1.32M $1.24M ▼ -6.1%
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 EIN841593508
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mcelroy and Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Mcelroy and Co., Inc. Profit-Sharing Plan, Total assets ($B): 0.001237338 · Participants: 2Mcelroy and Co., Inc. Profit-Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Mcelroy and Co., Inc. Profit-Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mcelroy and Co., Inc. Profit-Sharing Plan assets move in 2024?
Mcelroy and Co., Inc. Profit-Sharing Plan pulled back noticeably - down 8.5% during 2024, from $1M to $1M. Reported net income was -$115K.
How have Mcelroy & Company Inc Profit Share Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Mcelroy & Company Inc Profit Share Plan's sponsor-wide assets declined 6.2%, from $1M to $1M.
Where does Mcelroy and Co., Inc. Profit-Sharing Plan rank by assets among Form 5500 filers?
Mcelroy and Co., Inc. Profit-Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Mcelroy and Co., Inc. Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Glassybaby LLC 401(k) Profit Sharing Plan and Trust in WA ($1M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Mcelroy and Co., Inc. Profit-Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).