McCormick Equipment 401(k) match, vesting and fees
What McCormick Equipment's 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Dean Dorton Allen Ford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| McCormick Equipment: employer contribution per participant | $1,819 | |
| Peer median | $2,091 |
| McCormick Equipment: average balance | $120,340 | |
| Peer median | $87,400 |
| McCormick Equipment: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.32% |
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 $20M at the end of plan year 2021 to $28M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 245 | $28M | $424K | $1,819 | 0.42% | Not published | Form 5500 ↗ |
| 2024 | 237 | $24.4M | $448K | $2,001 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 241 | $22.3M | $504K | $2,219 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 206 | $18.2M | $418K | $2,198 | 0.59% | Not published | Form 5500 ↗ |
| 2021 | 186 | $20M | $372K | $2,092 | 0.59% | Not published | Form 5500 ↗ |
Common questions
Does McCormick Equipment match 401(k) contributions?
The match terms for the Mccormick Equipment Company, Inc. Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $424K in employer contributions, about $1,819 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the McCormick Equipment 401(k) match vested?
The vesting schedule for the Mccormick Equipment Company, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the McCormick Equipment 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is Mccormick Equipment Company, Inc..
I left McCormick Equipment. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mccormick Equipment Company, Inc., (513) 677-8888) or the recordkeeper, Stancorp Financial Group. The McCormick Equipment old 401(k) page lists the contacts from every plan filing. Find an old McCormick Equipment 401(k)
Data from the public Form 5500 annual reports McCormick Equipment filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 McCormick Equipment. Not financial advice. Report a correction · Methodology