401(k) · DOL Form 5500 · 2024
Mcgee Logistics Inc. 401(k) Plan
Data updated 2026-08-25
- $791K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $158,254
- Avg per participant Above avg balance/head
Official DOL plan name: Mcgee Logistics Inc. 401(k) Plan · Sponsored by Mcgee Logistics Inc. · New Mexico · Transportation & Warehousing
$791K in assets, 5 participants
Mcgee Logistics Inc.'s Mcgee Logistics Inc. 401(k) Plan reported $791K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #747 in Transportation & Warehousing (3,299 peers)
What the 2024 filing shows
Mcgee Logistics Inc. 401(k) Plan holds $791K for 5 participants - about $158,254 per participant, among the smaller plans by assets on file.
- #747
- in Transportation & Warehousing (3,299 peers)
- -2.2%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mcgee Logistics Inc. 401(k) Plan among the smaller filed plans by assets
Mcgee Logistics Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$791,269 21st percentile higher than 21% 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
Mcgee Logistics Inc. 401(k) 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. Mcgee Logistics Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mcgee Logistics Inc. 401(k) Plan reported participants rose from 1 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Mcgee Logistics Inc. 401(k) Plan reported net income rose from -$24K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
- Mcgee Logistics Inc. 401(k) Plan end-of-year assets fell from $809K in the plan year 2023 filing to $791K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 920893020 · Mcgee Logistics Inc. PY 2024 · 401(k)
Mcgee Logistics Inc. 401(k) Plan · $791K · 5 · 21st
- ASSETS $791K
- PCT 5
- EIN 21st
- RANK 401(k)
- PHOTO near Cmo Group, Inc. 401(k) Plan
- IND ind #747
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 Transportation & Warehousing retirement plans → · Plans in New Mexico →
Mcgee Logistics Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $809K |
|---|---|
| Net Assets (End of Year) | $791K |
| Net Income | -$18K |
| Employer EIN | 920893020 |
| Plan Effective Date | 2022-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcgee Logistics Inc.)
Sponsor-wide plan assets over time
All Mcgee Logistics Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $791K 5.028535764224373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $833K |
| 2023 | 1 | 1 | $809K |
| 2024 | 1 | 5 | $791K |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Mcgee Logistics Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Cmo Group, Inc. 401(k) Plan in MA ($791K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($791K here).
- Cmo Group, Inc. 401(k) Plan (MA) $791K · 5
- David G Terry PC Profit Sharing Prototype Plan (OR) $791K · 4
- Central Arizona Auto Group 401(k) Plan (AZ) $792K · 235
- A & a Harris Enterprises 401(k) Plan (CA) $791K · 6
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.