THE MACKENZIE GROUP INC.
Plan context: The Mackenzie Esop
EIN 13-5667459 • North Bergen, NJ • 50 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
62
2024 Assets
$11,763,615
2024 Contributions
$1,353,204
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 62 | $11,763,615 | $0 | - |
| The Mackenzie Esop | - | 62 | $11,763,615 | - | - |
| 2023 | 2 | 81 | $30,081,286 | $1,353,204 | $16,706iApproximate average salary by contribution assumption: employee only about $417,656 at 4% or $278,437 at 6%; with 50% employer match about $278,437 at 4% or $185,625 at 6%; with 100% employer match about $208,828 at 4% or $139,219 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 81 | $20,898,746 | $1,353,204 | $16,706iApproximate average salary by contribution assumption: employee only about $417,656 at 4% or $278,437 at 6%; with 50% employer match about $278,437 at 4% or $185,625 at 6%; with 100% employer match about $208,828 at 4% or $139,219 at 6%. |
| The Mackenzie Esop | - | 59 | $9,182,540 | - | - |
| 2022 | 2 | 65 | $26,770,759 | $909,053 | $13,985iApproximate average salary by contribution assumption: employee only about $349,636 at 4% or $233,091 at 6%; with 50% employer match about $233,091 at 4% or $155,394 at 6%; with 100% employer match about $174,818 at 4% or $116,545 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 65 | $18,074,044 | $909,053 | $13,985iApproximate average salary by contribution assumption: employee only about $349,636 at 4% or $233,091 at 6%; with 50% employer match about $233,091 at 4% or $155,394 at 6%; with 100% employer match about $174,818 at 4% or $116,545 at 6%. |
| The Mackenzie Esop | - | 58 | $8,696,715 | - | - |
| 2021 | 2 | 78 | $23,984,184 | $853,225 | $10,939iApproximate average salary by contribution assumption: employee only about $273,470 at 4% or $182,313 at 6%; with 50% employer match about $182,313 at 4% or $121,542 at 6%; with 100% employer match about $136,735 at 4% or $91,157 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 78 | $16,758,955 | $853,225 | $10,939iApproximate average salary by contribution assumption: employee only about $273,470 at 4% or $182,313 at 6%; with 50% employer match about $182,313 at 4% or $121,542 at 6%; with 100% employer match about $136,735 at 4% or $91,157 at 6%. |
| The Mackenzie Esop | - | 55 | $7,225,229 | - | - |
| 2020 | 2 | 74 | $26,881,833 | $757,925 | $10,242iApproximate average salary by contribution assumption: employee only about $256,056 at 4% or $170,704 at 6%; with 50% employer match about $170,704 at 4% or $113,803 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 74 | $19,860,911 | $757,925 | $10,242iApproximate average salary by contribution assumption: employee only about $256,056 at 4% or $170,704 at 6%; with 50% employer match about $170,704 at 4% or $113,803 at 6%; with 100% employer match about $128,028 at 4% or $85,352 at 6%. |
| The Mackenzie Esop | - | 54 | $7,020,922 | - | - |
| 2019 | 2 | 81 | $25,064,897 | $1,056,474 | $13,043iApproximate average salary by contribution assumption: employee only about $326,072 at 4% or $217,381 at 6%; with 50% employer match about $217,381 at 4% or $144,921 at 6%; with 100% employer match about $163,036 at 4% or $108,691 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 81 | $17,927,139 | $1,056,474 | $13,043iApproximate average salary by contribution assumption: employee only about $326,072 at 4% or $217,381 at 6%; with 50% employer match about $217,381 at 4% or $144,921 at 6%; with 100% employer match about $163,036 at 4% or $108,691 at 6%. |
| The Mackenzie Esop | - | 57 | $7,137,758 | - | - |
| 2018 | 2 | 81 | $24,240,538 | $1,287,502 | $15,895iApproximate average salary by contribution assumption: employee only about $397,377 at 4% or $264,918 at 6%; with 50% employer match about $264,918 at 4% or $176,612 at 6%; with 100% employer match about $198,689 at 4% or $132,459 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 81 | $16,329,662 | $1,287,502 | $15,895iApproximate average salary by contribution assumption: employee only about $397,377 at 4% or $264,918 at 6%; with 50% employer match about $264,918 at 4% or $176,612 at 6%; with 100% employer match about $198,689 at 4% or $132,459 at 6%. |
| The Mackenzie Esop | - | 60 | $7,910,876 | - | - |
| 2017 | 2 | 79 | $22,437,201 | $870,414 | $11,018iApproximate average salary by contribution assumption: employee only about $275,447 at 4% or $183,632 at 6%; with 50% employer match about $183,632 at 4% or $122,421 at 6%; with 100% employer match about $137,724 at 4% or $91,816 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 79 | $15,130,025 | $870,414 | $11,018iApproximate average salary by contribution assumption: employee only about $275,447 at 4% or $183,632 at 6%; with 50% employer match about $183,632 at 4% or $122,421 at 6%; with 100% employer match about $137,724 at 4% or $91,816 at 6%. |
| The Mackenzie Esop | - | 65 | $7,307,176 | - | - |
| 2016 | 2 | 86 | $22,140,067 | $1,057,202 | $12,293iApproximate average salary by contribution assumption: employee only about $307,326 at 4% or $204,884 at 6%; with 50% employer match about $204,884 at 4% or $136,589 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 86 | $15,189,452 | $1,057,202 | $12,293iApproximate average salary by contribution assumption: employee only about $307,326 at 4% or $204,884 at 6%; with 50% employer match about $204,884 at 4% or $136,589 at 6%; with 100% employer match about $153,663 at 4% or $102,442 at 6%. |
| The Mackenzie Esop | - | 75 | $6,950,615 | - | - |
| 2015 | 2 | 89 | $19,288,841 | $837,009 | $9,405iApproximate average salary by contribution assumption: employee only about $235,115 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,496 at 6%; with 100% employer match about $117,557 at 4% or $78,372 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 89 | $12,510,797 | $837,009 | $9,405iApproximate average salary by contribution assumption: employee only about $235,115 at 4% or $156,743 at 6%; with 50% employer match about $156,743 at 4% or $104,496 at 6%; with 100% employer match about $117,557 at 4% or $78,372 at 6%. |
| The Mackenzie Esop | - | 71 | $6,778,044 | - | - |
| 2014 | 2 | 86 | $17,168,526 | $819,303 | $9,527iApproximate average salary by contribution assumption: employee only about $238,169 at 4% or $158,780 at 6%; with 50% employer match about $158,780 at 4% or $105,853 at 6%; with 100% employer match about $119,085 at 4% or $79,390 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 86 | $11,336,311 | $819,303 | $9,527iApproximate average salary by contribution assumption: employee only about $238,169 at 4% or $158,780 at 6%; with 50% employer match about $158,780 at 4% or $105,853 at 6%; with 100% employer match about $119,085 at 4% or $79,390 at 6%. |
| The Mackenzie Esop | - | 72 | $5,832,215 | - | - |
| 2013 | 2 | 89 | $14,609,532 | $888,761 | $9,986iApproximate average salary by contribution assumption: employee only about $249,652 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,956 at 6%; with 100% employer match about $124,826 at 4% or $83,217 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 89 | $10,622,842 | $888,761 | $9,986iApproximate average salary by contribution assumption: employee only about $249,652 at 4% or $166,435 at 6%; with 50% employer match about $166,435 at 4% or $110,956 at 6%; with 100% employer match about $124,826 at 4% or $83,217 at 6%. |
| The Mackenzie Esop | - | 70 | $3,986,690 | - | - |
| 2012 | 2 | 81 | $13,935,545 | $744,484 | $9,191iApproximate average salary by contribution assumption: employee only about $229,779 at 4% or $153,186 at 6%; with 50% employer match about $153,186 at 4% or $102,124 at 6%; with 100% employer match about $114,890 at 4% or $76,593 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 81 | $10,393,519 | $744,484 | $9,191iApproximate average salary by contribution assumption: employee only about $229,779 at 4% or $153,186 at 6%; with 50% employer match about $153,186 at 4% or $102,124 at 6%; with 100% employer match about $114,890 at 4% or $76,593 at 6%. |
| The Mackenzie Esop | - | 70 | $3,542,026 | - | - |
| 2011 | 2 | 81 | $10,915,530 | $553,785 | $6,837iApproximate average salary by contribution assumption: employee only about $170,921 at 4% or $113,948 at 6%; with 50% employer match about $113,948 at 4% or $75,965 at 6%; with 100% employer match about $85,461 at 4% or $56,974 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 81 | $8,999,804 | $553,785 | $6,837iApproximate average salary by contribution assumption: employee only about $170,921 at 4% or $113,948 at 6%; with 50% employer match about $113,948 at 4% or $75,965 at 6%; with 100% employer match about $85,461 at 4% or $56,974 at 6%. |
| The Mackenzie Esop | - | 71 | $1,915,726 | - | - |
| 2010 | 2 | 78 | $9,520,812 | $523,709 | $6,714iApproximate average salary by contribution assumption: employee only about $167,855 at 4% or $111,904 at 6%; with 50% employer match about $111,904 at 4% or $74,602 at 6%; with 100% employer match about $83,928 at 4% or $55,952 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 78 | $7,864,217 | $523,709 | $6,714iApproximate average salary by contribution assumption: employee only about $167,855 at 4% or $111,904 at 6%; with 50% employer match about $111,904 at 4% or $74,602 at 6%; with 100% employer match about $83,928 at 4% or $55,952 at 6%. |
| The Mackenzie Esop | - | 69 | $1,656,595 | - | - |
| 2009 | 2 | 75 | $9,048,792 | $568,306 | $7,577iApproximate average salary by contribution assumption: employee only about $189,435 at 4% or $126,290 at 6%; with 50% employer match about $126,290 at 4% or $84,193 at 6%; with 100% employer match about $94,718 at 4% or $63,145 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 75 | $7,421,251 | $568,306 | $7,577iApproximate average salary by contribution assumption: employee only about $189,435 at 4% or $126,290 at 6%; with 50% employer match about $126,290 at 4% or $84,193 at 6%; with 100% employer match about $94,718 at 4% or $63,145 at 6%. |
| The Mackenzie Esop | - | 74 | $1,627,541 | - | - |
| 2008 | 2 | 79 | $0 | $0 | - |
| The Mackenzie Group Inc. 401K Plan | - | 77 | - | - | - |
| The Mackenzie Esop | - | 79 | - | - | - |
| 2007 | 2 | 78 | $0 | $0 | - |
| The Mackenzie Group Inc. 401K Plan | - | 77 | - | - | - |
| The Mackenzie Esop | - | 78 | - | - | - |
| 2006 | 2 | 77 | $6,173,736 | $447,276 | $5,809iApproximate average salary by contribution assumption: employee only about $145,219 at 4% or $96,813 at 6%; with 50% employer match about $96,813 at 4% or $64,542 at 6%; with 100% employer match about $72,610 at 4% or $48,406 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 69 | $6,173,736 | $447,276 | $6,482iApproximate average salary by contribution assumption: employee only about $162,057 at 4% or $108,038 at 6%; with 50% employer match about $108,038 at 4% or $72,025 at 6%; with 100% employer match about $81,028 at 4% or $54,019 at 6%. |
| The Mackenzie Esop | - | 77 | - | - | - |
| 2005 | 2 | 73 | $5,254,989 | $454,033 | $6,220iApproximate average salary by contribution assumption: employee only about $155,491 at 4% or $103,661 at 6%; with 50% employer match about $103,661 at 4% or $69,107 at 6%; with 100% employer match about $77,745 at 4% or $51,830 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 73 | $5,254,989 | $454,033 | $6,220iApproximate average salary by contribution assumption: employee only about $155,491 at 4% or $103,661 at 6%; with 50% employer match about $103,661 at 4% or $69,107 at 6%; with 100% employer match about $77,745 at 4% or $51,830 at 6%. |
| The Mackenzie Esop | - | 68 | - | - | - |
| 2004 | 2 | 68 | $5,897,630 | $370,292 | $5,445iApproximate average salary by contribution assumption: employee only about $136,137 at 4% or $90,758 at 6%; with 50% employer match about $90,758 at 4% or $60,505 at 6%; with 100% employer match about $68,068 at 4% or $45,379 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 67 | $4,688,752 | $370,292 | $5,527iApproximate average salary by contribution assumption: employee only about $138,169 at 4% or $92,112 at 6%; with 50% employer match about $92,112 at 4% or $61,408 at 6%; with 100% employer match about $69,084 at 4% or $46,056 at 6%. |
| The Mackenzie Esop | - | 68 | $1,208,878 | - | - |
| 2003 | 2 | 69 | $1,289,934 | $0 | - |
| The Mackenzie Esop | - | 69 | $1,289,934 | - | - |
| The Mackenzie Group Inc. 401K Plan | - | 69 | - | - | - |
| 2002 | 2 | 75 | $0 | $0 | - |
| The Mackenzie Group Inc. 401K Plan | - | 75 | - | - | - |
| The Mackenzie Esop | - | 75 | - | - | - |
| 2001 | 2 | 74 | $0 | $0 | - |
| The Mackenzie Group Inc. 401K Plan | - | 74 | - | - | - |
| The Mackenzie Esop | - | 72 | - | - | - |
| 2000 | 2 | 80 | $0 | $0 | - |
| The Mackenzie Esop | - | 72 | - | - | - |
| The Mackenzie Group Inc. 401K Plan | - | 80 | - | - | - |
| 1999 | 1 | 83 | $4,088,367 | $367,992 | $4,434iApproximate average salary by contribution assumption: employee only about $110,841 at 4% or $73,894 at 6%; with 50% employer match about $73,894 at 4% or $49,263 at 6%; with 100% employer match about $55,420 at 4% or $36,947 at 6%. |
| The Mackenzie Group Inc. 401K Plan | - | 83 | $4,088,367 | $367,992 | $4,434iApproximate average salary by contribution assumption: employee only about $110,841 at 4% or $73,894 at 6%; with 50% employer match about $73,894 at 4% or $49,263 at 6%; with 100% employer match about $55,420 at 4% or $36,947 at 6%. |