Robert T. Mcinerny Company
Plan context: Robert T. Mcinerny Company Cash Balance Pension Plan
EIN 95-3040513 • Playa Del Rey, CA • 43 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,438,069
2025 Contributions
$62,814
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 2 | $1,438,069 | $0 | - |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $1,438,069 | $0 | - |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 3 | $9,353,674 | $0 | - |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 3 | $6,010,870 | $0 | - |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $3,342,804 | $0 | - |
| 2022 | 2 | 4 | $8,682,441 | $62,814 | $15,704iApproximate average salary by contribution assumption: employee only about $392,588 at 4% or $261,725 at 6%; with 50% employer match about $261,725 at 4% or $174,483 at 6%; with 100% employer match about $196,294 at 4% or $130,863 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 4 | $5,237,348 | $62,814 | $15,704iApproximate average salary by contribution assumption: employee only about $392,588 at 4% or $261,725 at 6%; with 50% employer match about $261,725 at 4% or $174,483 at 6%; with 100% employer match about $196,294 at 4% or $130,863 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $3,445,093 | $0 | - |
| 2021 | 2 | 4 | $7,640,578 | $120,744 | $30,186iApproximate average salary by contribution assumption: employee only about $754,650 at 4% or $503,100 at 6%; with 50% employer match about $503,100 at 4% or $335,400 at 6%; with 100% employer match about $377,325 at 4% or $251,550 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 4 | $4,599,761 | $91,744 | $22,936iApproximate average salary by contribution assumption: employee only about $573,400 at 4% or $382,267 at 6%; with 50% employer match about $382,267 at 4% or $254,844 at 6%; with 100% employer match about $286,700 at 4% or $191,133 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $3,040,817 | $29,000 | $14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%. |
| 2020 | 2 | 5 | $8,879,853 | $90,012 | $18,002iApproximate average salary by contribution assumption: employee only about $450,060 at 4% or $300,040 at 6%; with 50% employer match about $300,040 at 4% or $200,027 at 6%; with 100% employer match about $225,030 at 4% or $150,020 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 5 | $5,300,951 | $90,012 | $18,002iApproximate average salary by contribution assumption: employee only about $450,060 at 4% or $300,040 at 6%; with 50% employer match about $300,040 at 4% or $200,027 at 6%; with 100% employer match about $225,030 at 4% or $150,020 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $3,578,902 | $0 | - |
| 2019 | 2 | 6 | $7,184,502 | $79,267 | $13,211iApproximate average salary by contribution assumption: employee only about $330,279 at 4% or $220,186 at 6%; with 50% employer match about $220,186 at 4% or $146,791 at 6%; with 100% employer match about $165,140 at 4% or $110,093 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 6 | $4,375,200 | $79,267 | $13,211iApproximate average salary by contribution assumption: employee only about $330,279 at 4% or $220,186 at 6%; with 50% employer match about $220,186 at 4% or $146,791 at 6%; with 100% employer match about $165,140 at 4% or $110,093 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $2,809,302 | $0 | - |
| 2018 | 2 | 7 | $7,103,400 | $90,030 | $12,861iApproximate average salary by contribution assumption: employee only about $321,536 at 4% or $214,357 at 6%; with 50% employer match about $214,357 at 4% or $142,905 at 6%; with 100% employer match about $160,768 at 4% or $107,179 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $4,377,155 | $90,030 | $12,861iApproximate average salary by contribution assumption: employee only about $321,536 at 4% or $214,357 at 6%; with 50% employer match about $214,357 at 4% or $142,905 at 6%; with 100% employer match about $160,768 at 4% or $107,179 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $2,726,245 | $0 | - |
| 2017 | 2 | 7 | $6,909,897 | $656,687 | $93,812iApproximate average salary by contribution assumption: employee only about $2,345,311 at 4% or $1,563,540 at 6%; with 50% employer match about $1,563,540 at 4% or $1,042,360 at 6%; with 100% employer match about $1,172,655 at 4% or $781,770 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $4,252,341 | $109,251 | $15,607iApproximate average salary by contribution assumption: employee only about $390,182 at 4% or $260,121 at 6%; with 50% employer match about $260,121 at 4% or $173,414 at 6%; with 100% employer match about $195,091 at 4% or $130,061 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $2,657,556 | $547,436 | $182,479iApproximate average salary by contribution assumption: employee only about $4,561,967 at 4% or $3,041,311 at 6%; with 50% employer match about $3,041,311 at 4% or $2,027,541 at 6%; with 100% employer match about $2,280,983 at 4% or $1,520,656 at 6%. |
| 2016 | 2 | 7 | $5,866,965 | $329,090 | $47,013iApproximate average salary by contribution assumption: employee only about $1,175,321 at 4% or $783,548 at 6%; with 50% employer match about $783,548 at 4% or $522,365 at 6%; with 100% employer match about $587,661 at 4% or $391,774 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,900,337 | $79,090 | $11,299iApproximate average salary by contribution assumption: employee only about $282,464 at 4% or $188,310 at 6%; with 50% employer match about $188,310 at 4% or $125,540 at 6%; with 100% employer match about $141,232 at 4% or $94,155 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $1,966,628 | $250,000 | $83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%. |
| 2015 | 2 | 7 | $5,090,833 | $895,660 | $127,951iApproximate average salary by contribution assumption: employee only about $3,198,786 at 4% or $2,132,524 at 6%; with 50% employer match about $2,132,524 at 4% or $1,421,683 at 6%; with 100% employer match about $1,599,393 at 4% or $1,066,262 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,475,294 | $96,817 | $13,831iApproximate average salary by contribution assumption: employee only about $345,775 at 4% or $230,517 at 6%; with 50% employer match about $230,517 at 4% or $153,678 at 6%; with 100% employer match about $172,888 at 4% or $115,258 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $1,615,539 | $798,843 | $266,281iApproximate average salary by contribution assumption: employee only about $6,657,025 at 4% or $4,438,017 at 6%; with 50% employer match about $4,438,017 at 4% or $2,958,678 at 6%; with 100% employer match about $3,328,513 at 4% or $2,219,008 at 6%. |
| 2014 | 2 | 7 | $4,557,337 | $259,835 | $37,119iApproximate average salary by contribution assumption: employee only about $927,982 at 4% or $618,655 at 6%; with 50% employer match about $618,655 at 4% or $412,437 at 6%; with 100% employer match about $463,991 at 4% or $309,327 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,720,212 | $77,160 | $11,023iApproximate average salary by contribution assumption: employee only about $275,571 at 4% or $183,714 at 6%; with 50% employer match about $183,714 at 4% or $122,476 at 6%; with 100% employer match about $137,786 at 4% or $91,857 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $837,125 | $182,675 | $60,892iApproximate average salary by contribution assumption: employee only about $1,522,292 at 4% or $1,014,861 at 6%; with 50% employer match about $1,014,861 at 4% or $676,574 at 6%; with 100% employer match about $761,146 at 4% or $507,431 at 6%. |
| 2013 | 2 | 6 | $4,766,216 | $209,513 | $34,919iApproximate average salary by contribution assumption: employee only about $872,971 at 4% or $581,981 at 6%; with 50% employer match about $581,981 at 4% or $387,987 at 6%; with 100% employer match about $436,485 at 4% or $290,990 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 6 | $4,073,770 | $61,672 | $10,279iApproximate average salary by contribution assumption: employee only about $256,967 at 4% or $171,311 at 6%; with 50% employer match about $171,311 at 4% or $114,207 at 6%; with 100% employer match about $128,483 at 4% or $85,656 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 2 | $692,446 | $147,841 | $73,921iApproximate average salary by contribution assumption: employee only about $1,848,013 at 4% or $1,232,008 at 6%; with 50% employer match about $1,232,008 at 4% or $821,339 at 6%; with 100% employer match about $924,006 at 4% or $616,004 at 6%. |
| 2012 | 2 | 7 | $4,041,227 | $67,100 | $9,586iApproximate average salary by contribution assumption: employee only about $239,643 at 4% or $159,762 at 6%; with 50% employer match about $159,762 at 4% or $106,508 at 6%; with 100% employer match about $119,821 at 4% or $79,881 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,535,806 | $67,100 | $9,586iApproximate average salary by contribution assumption: employee only about $239,643 at 4% or $159,762 at 6%; with 50% employer match about $159,762 at 4% or $106,508 at 6%; with 100% employer match about $119,821 at 4% or $79,881 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 4 | $505,421 | $0 | - |
| 2011 | 2 | 7 | $3,904,450 | $248,226 | $35,461iApproximate average salary by contribution assumption: employee only about $886,521 at 4% or $591,014 at 6%; with 50% employer match about $591,014 at 4% or $394,010 at 6%; with 100% employer match about $443,261 at 4% or $295,507 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,392,576 | $68,226 | $9,747iApproximate average salary by contribution assumption: employee only about $243,664 at 4% or $162,443 at 6%; with 50% employer match about $162,443 at 4% or $108,295 at 6%; with 100% employer match about $121,832 at 4% or $81,221 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 4 | $511,874 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2010 | 2 | 7 | $3,398,968 | $245,710 | $35,101iApproximate average salary by contribution assumption: employee only about $877,536 at 4% or $585,024 at 6%; with 50% employer match about $585,024 at 4% or $390,016 at 6%; with 100% employer match about $438,768 at 4% or $292,512 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 7 | $3,066,404 | $65,710 | $9,387iApproximate average salary by contribution assumption: employee only about $234,679 at 4% or $156,452 at 6%; with 50% employer match about $156,452 at 4% or $104,302 at 6%; with 100% employer match about $117,339 at 4% or $78,226 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 4 | $332,564 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2009 | 2 | 6 | $2,505,999 | $210,904 | $35,151iApproximate average salary by contribution assumption: employee only about $878,767 at 4% or $585,844 at 6%; with 50% employer match about $585,844 at 4% or $390,563 at 6%; with 100% employer match about $439,383 at 4% or $292,922 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 6 | $2,361,161 | $66,066 | $11,011iApproximate average salary by contribution assumption: employee only about $275,275 at 4% or $183,517 at 6%; with 50% employer match about $183,517 at 4% or $122,344 at 6%; with 100% employer match about $137,638 at 4% or $91,758 at 6%. |
| Robert T. Mcinerny Company Cash Balance Pension Plan | - | 3 | $144,838 | $144,838 | $48,279iApproximate average salary by contribution assumption: employee only about $1,206,983 at 4% or $804,656 at 6%; with 50% employer match about $804,656 at 4% or $536,437 at 6%; with 100% employer match about $603,492 at 4% or $402,328 at 6%. |
| 2008 | 1 | 3 | $2,119,046 | $69,679 | $23,226iApproximate average salary by contribution assumption: employee only about $580,658 at 4% or $387,106 at 6%; with 50% employer match about $387,106 at 4% or $258,070 at 6%; with 100% employer match about $290,329 at 4% or $193,553 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 3 | $2,119,046 | $69,679 | $23,226iApproximate average salary by contribution assumption: employee only about $580,658 at 4% or $387,106 at 6%; with 50% employer match about $387,106 at 4% or $258,070 at 6%; with 100% employer match about $290,329 at 4% or $193,553 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $3,095,090 | $58,172 | $29,086iApproximate average salary by contribution assumption: employee only about $727,150 at 4% or $484,767 at 6%; with 50% employer match about $484,767 at 4% or $323,178 at 6%; with 100% employer match about $363,575 at 4% or $242,383 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | $3,095,090 | $58,172 | $29,086iApproximate average salary by contribution assumption: employee only about $727,150 at 4% or $484,767 at 6%; with 50% employer match about $484,767 at 4% or $323,178 at 6%; with 100% employer match about $363,575 at 4% or $242,383 at 6%. |
| 2005 | 1 | 2 | $2,671,129 | $63,727 | $31,864iApproximate average salary by contribution assumption: employee only about $796,588 at 4% or $531,058 at 6%; with 50% employer match about $531,058 at 4% or $354,039 at 6%; with 100% employer match about $398,294 at 4% or $265,529 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | $2,671,129 | $63,727 | $31,864iApproximate average salary by contribution assumption: employee only about $796,588 at 4% or $531,058 at 6%; with 50% employer match about $531,058 at 4% or $354,039 at 6%; with 100% employer match about $398,294 at 4% or $265,529 at 6%. |
| 2004 | 1 | 3 | $2,363,430 | $62,763 | $20,921iApproximate average salary by contribution assumption: employee only about $523,025 at 4% or $348,683 at 6%; with 50% employer match about $348,683 at 4% or $232,456 at 6%; with 100% employer match about $261,513 at 4% or $174,342 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 3 | $2,363,430 | $62,763 | $20,921iApproximate average salary by contribution assumption: employee only about $523,025 at 4% or $348,683 at 6%; with 50% employer match about $348,683 at 4% or $232,456 at 6%; with 100% employer match about $261,513 at 4% or $174,342 at 6%. |
| 2003 | 1 | 2 | $2,076,750 | $54,491 | $27,246iApproximate average salary by contribution assumption: employee only about $681,138 at 4% or $454,092 at 6%; with 50% employer match about $454,092 at 4% or $302,728 at 6%; with 100% employer match about $340,569 at 4% or $227,046 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | $2,076,750 | $54,491 | $27,246iApproximate average salary by contribution assumption: employee only about $681,138 at 4% or $454,092 at 6%; with 50% employer match about $454,092 at 4% or $302,728 at 6%; with 100% employer match about $340,569 at 4% or $227,046 at 6%. |
| 2002 | 1 | 2 | $1,839,573 | $53,178 | $26,589iApproximate average salary by contribution assumption: employee only about $664,725 at 4% or $443,150 at 6%; with 50% employer match about $443,150 at 4% or $295,433 at 6%; with 100% employer match about $332,363 at 4% or $221,575 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | $1,839,573 | $53,178 | $26,589iApproximate average salary by contribution assumption: employee only about $664,725 at 4% or $443,150 at 6%; with 50% employer match about $443,150 at 4% or $295,433 at 6%; with 100% employer match about $332,363 at 4% or $221,575 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 3 | $2,807,540 | $36,331 | $12,110iApproximate average salary by contribution assumption: employee only about $302,758 at 4% or $201,839 at 6%; with 50% employer match about $201,839 at 4% or $134,559 at 6%; with 100% employer match about $151,379 at 4% or $100,919 at 6%. |
| Robert T. Mcinerny Company Profit Sharing Plan | - | 3 | $2,807,540 | $36,331 | $12,110iApproximate average salary by contribution assumption: employee only about $302,758 at 4% or $201,839 at 6%; with 50% employer match about $201,839 at 4% or $134,559 at 6%; with 100% employer match about $151,379 at 4% or $100,919 at 6%. |