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

Mckissock 401(k) Plan

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

Sponsored by Mckissock LLC ยท Pennsylvania ยท Educational Services

What the 2023 filing shows

Mckissock 401(k) Plan holds $120M for 915 participants - about $131,526 per participant, up 51.9% over the 2024 plan year.

$120M
total plan assets (2024 EOY)
915
covered participants
$131,526
avg assets per participant
+51.9%
assets growth YoY
Total Assets (2023)
$120M
Participants
915
State
Industry
Educational Services

What the Filing Says About Mckissock 401(k) Plan

Mckissock 401(k) Plan is a 401(k) retirement plan sponsored by Mckissock LLC, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $120M in total end-of-year assets and covers 915 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 030537474, and the plan has been effective since 2015-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2024 to $120M at year-end โ€” a gain of 51.9%. Net assets (after liabilities) closed the year at $120M, with reported net income of $20M 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)$79M
Total Assets (End of Year)$120M
Net Assets (End of Year)$120M
Net Income$20M
Plan Type401(k)
Employer EIN030537474
Plan Effective Date2015-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mckissock LLC)

Year Plans Participants Total Assets
2022 1 463 $63M
2023 1 807 $79M
2024 1 915 $120M

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Frequently Asked Questions

How much money is in the Mckissock 401(k) Plan?
As of the 2024 Form 5500 filing, Mckissock 401(k) Plan holds $120M in total assets with 915 participants. It is sponsored by Mckissock LLC.
What type of plan is Mckissock 401(k) Plan?
Mckissock 401(k) Plan is a 401(k) plan. It has been effective since 2015-02-01. The plan is filed with the U.S. Department of Labor under EIN 030537474.
Who sponsors the Mckissock 401(k) Plan?
Mckissock 401(k) Plan is sponsored by Mckissock LLC, located in Pennsylvania. The sponsor's EIN is 030537474 and the plan operates in the Educational Services industry.
How did Mckissock 401(k) Plan perform in 2024?
Mckissock 401(k) Plan grew by 51.9% during 2024, moving from $79M to $120M in total assets. Net income was $20M.
Where can I find official filings for Mckissock 401(k) Plan?
Official Form 5500 filings for Mckissock 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 030537474 or plan name at efast.dol.gov.
How does Mckissock 401(k) Plan compare to other plans?
You can compare Mckissock 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Pennsylvania 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 030537474.

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.