Benchmarking McKaren Limited Partnership 401(K) Plan in Dallas, TX against all plans
McKaren Limited Partnership 401(K) Plan in Dallas, TX has the 3rd-lowest yield on beginning-of-plan-year total assets (-310.66%) among all the 3,690 plans. That -310.66% compares to an average of -19.19% across those 3,690 plans.
Reaching the nationwide average of -19.19% would imply an extra $4,404 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
McKaren Limited Partnership 401(K) Plan has these standings among all the 3,690 plans:
Reaching the nationwide average of -19.19% would imply an extra $4,404 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year
McKaren Limited Partnership 401(K) Plan has these standings among all the 3,690 plans:
- yield on beginning-of-plan-year total assets = -310.66% (3rd-lowest)
- net earnings on investments = -$4,694 (404th-highest)
- total assets at beginning of plan year = $1,511 (458th-least)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $60,517
- cash contributions from employers = $38,065
- total contributions = $98,582
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Peers
better than Magic Home Care LLC 401(K) Plan in Brooklyn, NY (-489.18%) and Penn Health Partners, LLC 401(K) Profit Sharing Plan in Cedarhurst, NY (-337.17%).
trailed Skopos Hospitality Group 401(K) in Clifton, NJ (-298.07%), Robsag, Inc. 401(K) Plan in Pasadena, CA (-265.0%), Summit Medical Staffing, LLC 401(K) Plan in Fremont, NE (-227.79%), and Dough Management 401(K) Plan in Merrillville, IN (-203.33%), and others, ending with PPL Events Inc 401(K) Profit Sharing Plan & Trust in Tampa, FL (707.86%).
trailed Skopos Hospitality Group 401(K) in Clifton, NJ (-298.07%), Robsag, Inc. 401(K) Plan in Pasadena, CA (-265.0%), Summit Medical Staffing, LLC 401(K) Plan in Fremont, NE (-227.79%), and Dough Management 401(K) Plan in Merrillville, IN (-203.33%), and others, ending with PPL Events Inc 401(K) Profit Sharing Plan & Trust in Tampa, FL (707.86%).
References
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.