Money Purchase · DOL Form 5500 · 2022

Mc Connie Insurance Corp. Money Purchase Plan

Data updated 2026-08-25

$709K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$709,109
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mc Connie Insurance Corp. Retirement Plan · Sponsored by Mc Connie Insurance Corp. · Puerto Rico · Finance & Insurance

$709K in assets, 1 participants

Mc Connie Insurance Corp.'s Mc Connie Insurance Corp. Retirement Plan reported $709K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,290 in Finance & Insurance (9,261 peers)

2022 asset change

Mc Connie Insurance Corp. Retirement Plan pulled back noticeably 9.1% in 2022 ($780K → $709K) for 1 participant.

#1,290
in Finance & Insurance (9,261 peers)
-9.1%
assets change YoY

The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mc Connie Insurance Corp. Retirement Plan among the smaller filed plans by assets

Mc Connie Insurance Corp. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$709,109 22nd percentile higher than 22% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mc Connie Insurance Corp. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mc Connie Insurance Corp. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 660772477 · Mc Connie Insurance Corp. PY 2022 · Money Purchase

Mc Connie Insurance Corp. Retirement Plan · $709K · 1 · 22nd

  • ASSETS $709K
  • ASSETS 1
  • ASSETS 22nd
  • ASSETS Money Purchase
  • ASSETS near Dansun Productions Pension Plan
  • ASSETS ind #1290

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Puerto Rico →

Mc Connie Insurance Corp. Retirement Plan in the asset neighbourhood

Mc Connie Insurance Corp. Retirement PlanMc Connie Insurance Corp. Re…$709KDansun Productions Pension PlanDansun Productions Pension P…$708KHermann D Schubert Md$706KPandolfi Properties Inc Pension PlanPandolfi Properties Inc Pens…$705KJames Wantz Accountancy Corp. Money Purchase Plan Dated 010198James Wantz Accountancy Corp…$705K
End-of-year total assets ($M) among Mc Connie Insurance Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Mc Connie Insurance Corp. years around the 2022 move

Sponsor-wide plan assets over time

All Mc Connie Insurance Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$746K 5.17550898380926% vs 2022
2024 filing year
$0.7M$0.72M$0.74M$0.76M 202220232024 $0.71M $0.75M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 1 $709K
2023 1 1 $725K
2024 1 1 $746K

2022 asset-move particulars

Total Assets (Beginning of Year)$780K
Net Assets (End of Year)$709K
Net Income-$71K
Employer EIN660772477
Plan Effective Date2011-09-26
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Puerto Rico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mc Connie Insurance Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 0246 Total assets ($M) Participants Mc Connie Insurance Corp. Retirement Plan, Total assets ($M): 0.709109 · Participants: 1Mc Connie Insurance Corp. Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 5.67899 · Participants: 152Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.103536 · Participants: 27Jimenez, Graffam & Lausell Pension PlanDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.747575 · Participants: 4Dr. Jose R. Cumba Retirement PlanSan Pablo Pathology Group, Inc. Retirement Plan Series 94-999, Total assets ($M): 3.299357 · Participants: 17San Pablo Pathology Group, Inc. Retirement Plan Series 94-999Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.079848 · Participants: 309Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust
Mc Connie Insurance Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Mc Connie Insurance Corp. Retirement Plan side-by-side with 3 peers →

Mc Connie Insurance Corp. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Dansun Productions Pension Plan in CA ($708K); by covered participants it is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($709K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mc Connie Insurance Corp. Retirement Plan assets move in 2022? ▼
Mc Connie Insurance Corp. Retirement Plan pulled back noticeably - down 9.1% during 2022, from $780K to $709K. Reported net income was -$71K.
How have Mc Connie Insurance Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mc Connie Insurance Corp.'s sponsor-wide assets grew 5.2%, from $709K to $746K.
Where does Mc Connie Insurance Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Mc Connie Insurance Corp. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mc Connie Insurance Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Dansun Productions Pension Plan in CA ($708K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Mc Connie Insurance Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Glendale Medical Imaging Associates, Inc. Retirement and Health/Disability Plan in AZ (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660772477.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.