ESOP · DOL Form 5500 · 2024

Mackenzie Group Inc ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 59
Participants Small participant base: 59th
Percentile by assets National rank: $199,383
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: The Mackenzie ESOP · Sponsored by Mackenzie Group Inc · New Jersey · Wholesale Trade

$12M in assets, 59 participants

Mackenzie Group Inc's The Mackenzie ESOP reported $12M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

#3,110 in Wholesale Trade (6,080 peers)

Mackenzie Group Inc multi-year trail

Mackenzie Group Inc's plans moved +35.3% in assets from 2022 to 2024; this filing shows The Mackenzie ESOP at $12M / 59 participants.

#3,110
in Wholesale Trade (6,080 peers): +28.1%
assets growth YoY

The Mackenzie ESOP's mid-pack asset rank among Wholesale Trade and all filers

The Mackenzie ESOP vs every filed plan by assets

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

$11,763,615 Top 41% higher than 59% 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 Mackenzie ESOP 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 Mackenzie ESOP is a small filing (59 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

The Mackenzie ESOP reported net income rose from $486K in the plan year 2023 filing to $3M in the plan year 2024 filing.
The Mackenzie ESOP end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
The Mackenzie ESOP reported participants rose from 58 in the plan year 2023 filing to 59 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 135667459 · Mackenzie Group Inc PY 2024 · ESOP

The Mackenzie ESOP · $12M · 59 · 59th

TYPE $12M
NET 59
BOOK 59th
VS-ST ESOP
BOY near Martin ESOP
SCH ind #3110

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 New Jersey →

End-of-year total assets ($M) among The Mackenzie ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Mackenzie Group Inc multi-year asset trail

Latest sponsor-wide plan assets: $12M 35.265039730518936% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	55	$9M
2023	1	58	$9M
2024	1	59	$12M

Mackenzie Group Inc filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	135667459
Plan Effective Date	1981-10-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Mackenzie ESOP vs. nearby ESOP plans in New Jersey, assets vs. participants

Okonite Company Employees Stock Ownership Plan $446M · 1,176
Conair LLC Savings and Investment Plan $303M · 1,275
Mathematica Group Holding Inc. Employee Stock Ownership Plan $281M · 1,740
Amboy Bancorporation Employee Stock Ownership Plan $105M · 199
Railroad Construction Company, Inc. Employee Stock Ownership Plan $88M · 144

Compare The Mackenzie ESOP side-by-side with 3 peers →

The Mackenzie ESOP's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Martin ESOP in TX ($12M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Martin ESOP (TX) $12M · 355
Drexel Building Supply, Inc. Employee Stock Ownership Plan (WI) $12M · 569
Crs Hardware Corporation Employee Stock Ownership Plan (FL) $12M · 164
Devco Engineering, Inc. Employee Stock Ownership Plan (OR) $12M · 28

Similar participant headcount

Nearest other-state filings by covered participants (59 participants); asset peers above are excluded.

R-S-H Engineering, Inc. Employee Stock Ownership Plan (LA) 59 · 0 off
Advance Capital Group, Inc. Employee Stock Ownership Plan (MI) 59 · 0 off
Consolidated Minerals, Inc. Employee Stock Ownership Plan (FL) 59 · 0 off
Boring Business Systems, Inc. Employee Stock Ownership Plan (FL) 59 · 0 off

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 The Mackenzie ESOP assets move in 2024? ▼

The Mackenzie ESOP grew sharply - up 28.1% during 2024, from $9M to $12M. Reported net income was $3M.

How have Mackenzie Group Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mackenzie Group Inc's sponsor-wide assets grew 35.3%, from $9M to $12M.

Which ESOP plans are similar in size to The Mackenzie ESOP? ▼

Among ESOP plans in other states, the closest by assets is Martin ESOP in TX ($12M, 355 participants).

Which ESOP plans cover a similar participant headcount to The Mackenzie ESOP? ▼

Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M 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 135667459.