A. Y. McDonald Industries 401(k) match, vesting and fees
What A. Y. McDonald Industries' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Honkamp,p.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| A. Y. McDonald Industries: employer contribution per participant | $2,150 | |
| Peer median | $2,413 |
| A. Y. McDonald Industries: average balance | $80,653 | |
| Peer median | $86,456 |
| A. Y. McDonald Industries: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $109M at the end of plan year 2021 to $129M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,616 | $129M | $3.4M | $2,150 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 1,539 | $102M | $3.4M | $2,255 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 1,616 | $86.9M | $3M | $1,891 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 2,251 | $109M | $2.3M | $1,495 | 0.21% | Not published | Form 5500 ↗ |
Common questions
Does A. Y. McDonald Industries match 401(k) contributions?
The match terms for the A. Y. Mcdonald Industries, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $2,150 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the A. Y. McDonald Industries 401(k) match vested?
The vesting schedule for the A. Y. Mcdonald Industries, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the A. Y. McDonald Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is A. Y. Mcdonald Industries, Inc..
I left A. Y. McDonald Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (A. Y. Mcdonald Industries, Inc., (563) 583-7311) or the recordkeeper, Empower Annuity Insurance Company O. The A. Y. McDonald Industries old 401(k) page lists the contacts from every plan filing. Find an old A. Y. McDonald Industries 401(k)
Data from the public Form 5500 annual reports A. Y. McDonald Industries filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with A. Y. McDonald Industries. Not financial advice. Report a correction · Methodology