Profit Sharing · DOL Form 5500 · 2024
Mccredie Agency, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $739,531
- Avg per participant High balance/head
Official DOL plan name: The Mccredie Agency Inc. Profit Sharing Plan and Trust · Sponsored by Mccredie Agency, Inc. · Michigan · Finance & Insurance
$15M in assets, 20 participants
Mccredie Agency, Inc.'s The Mccredie Agency Inc. Profit Sharing Plan and Trust reported $15M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #4,128 in Finance & Insurance (8,549 peers)
Mccredie Agency, Inc. multi-year trail
Mccredie Agency, Inc.'s plans moved +17.2% in assets from 2022 to 2024; this filing shows The Mccredie Agency Inc. Profit Sharing Plan and Trust at $15M / 20 participants.
- #4,128
- in Finance & Insurance (8,549 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Mccredie Agency Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
The Mccredie Agency Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,790,614 Top 36% higher than 64% 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
The Mccredie Agency Inc. Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mccredie Agency Inc. Profit Sharing Plan and Trust is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mccredie Agency Inc. Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$121K in the plan year 2024 filing.
- The Mccredie Agency Inc. Profit Sharing Plan and Trust reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- The Mccredie Agency Inc. Profit Sharing Plan and Trust end-of-year assets fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 381351834 · Mccredie Agency, Inc. PY 2024 · Profit Sharing
The Mccredie Agency Inc. Profit Sharing Plan and Trust · $15M · 20 · 64th
- PART $15M
- PART 20
- PART 64th
- PART Profit Sharing
- PART near Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan
- PART ind #4128
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 Finance & Insurance retirement plans → · Plans in Michigan →
The Mccredie Agency Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Mccredie Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Mccredie Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 17.158695598620042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $13M |
| 2023 | 1 | 21 | $15M |
| 2024 | 1 | 20 | $15M |
Mccredie Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$121K |
| Employer EIN | 381351834 |
| Plan Effective Date | 1960-03-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
The Mccredie Agency Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan in MS ($15M); by covered participants it is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Birken Productions, Inc. Profit Sharing Plan (CA) 20 · 0 off
- George Bond Inc. Retirement Plan (NC) 20 · 0 off
- Point Commerce,Inc. Profit Sharing Plan (CO) 20 · 0 off
- Cohen Kaye Dental Corporation Profit Sharing Plan (CA) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.