401(k) · DOL Form 5500 · 2024

A. Y. McDonald's Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
1,260
Participants Near avg headcount
92nd
Percentile by assets National rank
$102,608
Avg per participant Below avg balance/head
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Official DOL plan name: A. Y. McDonald's Industries, Inc. 401(k) Plan · Sponsored by A. Y. McDonald's Industries, Inc. · Iowa · Manufacturing

$129M in assets, 1,260 participants

A. Y. McDonald's Industries, Inc.'s A. Y. McDonald's Industries, Inc. 401(k) Plan reported $129M in total assets and 1,260 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,683 in Manufacturing (17,777 peers)

Coverage in Iowa

A. Y. McDonald's Industries, Inc. 401(k) Plan covers 1,260 participants in Iowa, 2.1x the typical Iowa plan (state average ~609 per filing). Assets: $129M.

#15,683
in Manufacturing (17,777 peers)
+27.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

A. Y. McDonald's Industries, Inc. 401(k) Plan's outsized position by total assets

A. Y. McDonald's Industries, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$129,286,196 Top 8% higher than 92% 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

A. Y. McDonald's Industries, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A. Y. McDonald's Industries, Inc. 401(k) Plan lands in the large band (1,260 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A. Y. McDonald's Industries, Inc. 401(k) Plan end-of-year assets rose from $102M in the plan year 2023 filing to $129M in the plan year 2024 filing.
  • A. Y. McDonald's Industries, Inc. 401(k) Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • A. Y. McDonald's Industries, Inc. 401(k) Plan reported participants fell from 1,293 in the plan year 2023 filing to 1,260 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420404280 · A. Y. McDonald's Industries, Inc. PY 2024 · 401(k)

A. Y. McDonald's Industries, Inc. 401(k) Plan · $129M · 1,260 · 92nd

  • EOY $129M
  • EOY 1,260
  • EOY 92nd
  • EOY 401(k)
  • EOY near Ubisoft, Inc. 401(k) Plan
  • EOY ind #15683

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 Manufacturing retirement plans → · Plans in Iowa →

A. Y. McDonald's Industries, Inc. 401(k) Plan in the asset neighbourhood

Mckenney's, Inc. and Affiliated Companies Profit Sharing and 401(k) PlanMckenney's, Inc. and Affilia…$129MA. Y. McDonald's Industries, Inc. 401(k) PlanA. Y. McDonald's Industries,…$129MUbisoft, Inc. 401(k) Plan$129MFort Healthcare, Inc. Savings PlanFort Healthcare, Inc. Saving…$129MLennox International Inc. 401(k) for Hourly EmployeesLennox International Inc. 40…$129M
End-of-year total assets ($M) among A. Y. McDonald's Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$129M
Net Income$16M
Employer EIN420404280
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A. Y. McDonald's Industries, Inc.)

Sponsor-wide plan assets over time

All A. Y. McDonald's Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$129M 48.83424327619307% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $86.9M $129M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 1,471 $87M
2023 1 1,293 $102M
2024 1 1,260 $129M

Nearby 401(k) Plans in Iowa

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

A. Y. McDonald's Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants A. Y. McDonald's Industries, Inc. 401(k) Plan, Total assets ($B): 0.129286196 · Participants: 1260A. Y. McDonald's Industries, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
A. Y. McDonald's Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare A. Y. McDonald's Industries, Inc. 401(k) Plan side-by-side with 3 peers →

A. Y. McDonald's Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Ubisoft, Inc. 401(k) Plan in CA ($129M); by covered participants it is Thrift Plan for Employees of S & T Bank in PA (1,260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,260 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 A. Y. McDonald's Industries, Inc. 401(k) Plan assets move in 2024? ▼
A. Y. McDonald's Industries, Inc. 401(k) Plan grew sharply - up 27.3% during 2024, from $102M to $129M. Reported net income was $16M.
How have A. Y. McDonald's Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. Y. McDonald's Industries, Inc.'s sponsor-wide assets grew 48.8%, from $87M to $129M.
Where does A. Y. McDonald's Industries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
A. Y. McDonald's Industries, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to A. Y. McDonald's Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubisoft, Inc. 401(k) Plan in CA ($129M, 611 participants).
Which 401(k) plans cover a similar participant headcount to A. Y. McDonald's Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrift Plan for Employees of S & T Bank in PA (1,260 participants, $128M in assets).

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) - original filing retrieval by EIN 420404280.

Read our methodology - how this data is sourced, computed, and verified.

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