ESOP · DOL Form 5500 · 2024
Mckim & Creed, Inc ESOP
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 949
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $106,873
- Avg per participant Below avg balance/head
Official DOL plan name: Mckim & Creed, Inc. Employee Stock Ownership Plan · Sponsored by Mckim & Creed, Inc · North Carolina · Professional & Technical Services
$101M in assets, 949 participants
Mckim & Creed, Inc's Mckim & Creed, Inc. Employee Stock Ownership Plan reported $101M in total assets and 949 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,489 in Professional & Technical Services (20,173 peers)
Where Mckim & Creed, Inc. Employee Stock Ownership Plan sits by assets
Mckim & Creed, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $101M for 949 participants (~$106,873/participant), up 20.9% in 2024.
- #18,489
- in Professional & Technical Services (20,173 peers)
- +20.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Mckim & Creed, Inc. Employee Stock Ownership Plan's outsized position by total assets
Mckim & Creed, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,422,078 Top 9% higher than 91% 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
Mckim & Creed, Inc. Employee Stock Ownership 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. Mckim & Creed, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (949 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mckim & Creed, Inc. Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Mckim & Creed, Inc. Employee Stock Ownership Plan end-of-year assets rose from $84M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- Mckim & Creed, Inc. Employee Stock Ownership Plan reported participants rose from 867 in the plan year 2023 filing to 949 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 562136769 · Mckim & Creed, Inc PY 2024 · ESOP
Mckim & Creed, Inc. Employee Stock Ownership Plan · $101M · 949 · 91st
- ASSETS $101M
- PCT 949
- EIN 91st
- RANK ESOP
- PHOTO near W.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & Trust
- IND ind #18489
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 What is an ESOP? → · Plans in North Carolina →
Mckim & Creed, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $15M |
| Employer EIN | 562136769 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mckim & Creed, Inc)
Sponsor-wide plan assets over time
All Mckim & Creed, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $153M 44.120587462176424% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,459 | $106M |
| 2023 | 2 | 1,643 | $128M |
| 2024 | 2 | 1,771 | $153M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,396
- Ecmd, Inc. Employee Stock Ownership Plan $154M · 969
- Precision Walls, Inc. Employee Stock Ownership Plan $143M · 1,228
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $133M · 279
- State Utility Contractors, Inc. Employee Stock Ownership Plan $123M · 158
Mckim & Creed, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside North Carolina, the nearest ESOP by assets is W.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & Trust in FL ($101M); by covered participants it is Plastic Products Company, Inc Employee Stock Ownership Plan & Trust in MN (951 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- W.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & Trust (FL) $101M · 227
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan (OR) $102M · 209
- F & H Food Equipment Co. Employee Stock Ownership Plan (MO) $101M · 83
- North State Grocery, Inc. Employee Stock Ownership Plan (CA) $101M · 635
Similar participant headcount
Nearest other-state filings by covered participants (949 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.