Profit Sharing · DOL Form 5500 · 2022

The Mcconnell Foundation Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
33
Participants Small participant base
69th
Percentile by assets National rank
$383,003
Avg per participant High balance/head
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Official DOL plan name: The Mcconnell Foundation Profit Sharing Plan · Sponsored by The Mcconnell Foundation · California · Other Services

$13M in assets, 33 participants

The Mcconnell Foundation's The Mcconnell Foundation Profit Sharing Plan reported $13M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,928 in Other Services (8,398 peers)

The Mcconnell Foundation multi-year trail

The Mcconnell Foundation's plans moved +38.4% in assets from 2022 to 2024; this filing shows The Mcconnell Foundation Profit Sharing Plan at $13M / 33 participants.

#6,928
in Other Services (8,398 peers)
-21.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mcconnell Foundation Profit Sharing Plan's outsized position by total assets

The Mcconnell Foundation Profit Sharing Plan vs every filed plan by assets

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

$12,639,100 Top 31% higher than 69% 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

The Mcconnell Foundation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mcconnell Foundation Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 946102700 · The Mcconnell Foundation PY 2022 · Profit Sharing

The Mcconnell Foundation Profit Sharing Plan · $13M · 33 · 69th

  • PART $13M
  • TYPE 33
  • NET 69th
  • BOOK Profit Sharing
  • VS-ST near Baker & Mckenzie New York Profit Sharing Plan II
  • BOY ind #6928

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 Other Services retirement plans → · Plans in California →

The Mcconnell Foundation Profit Sharing Plan in the asset neighbourhood

New York County Defender Services Profit Sharing PlanNew York County Defender Ser…$13MThe Mcconnell Foundation Profit Sharing PlanThe Mcconnell Foundation Pro…$13MBaker & Mckenzie New York Profit Sharing Plan IIBaker & Mckenzie New York Pr…$13MGoex Corporation Employees' Profit Sharing PlanGoex Corporation Employees' …$13MAsbestos Workers Local 12a Abatement Annuity PlanAsbestos Workers Local 12a A…$13M
End-of-year total assets ($M) among The Mcconnell Foundation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

The Mcconnell Foundation multi-year asset trail

Sponsor-wide plan assets over time

All The Mcconnell Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.43094049418075% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $17.5M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 33 $13M
2023 1 30 $15M
2024 1 31 $17M

The Mcconnell Foundation filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$4M
Employer EIN946102700
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Mcconnell Foundation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Mcconnell Foundation Profit Sharing Plan, Total assets ($B): 0.0126391 · Participants: 33The Mcconnell Foundation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
The Mcconnell Foundation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Mcconnell Foundation Profit Sharing Plan side-by-side with 3 peers →

The Mcconnell Foundation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Baker & Mckenzie New York Profit Sharing Plan II in IL ($13M); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); 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 The Mcconnell Foundation Profit Sharing Plan assets move in 2022? ▼
The Mcconnell Foundation Profit Sharing Plan declined sharply - down 21.7% during 2022, from $16M to $13M. Reported net income was -$4M.
How have The Mcconnell Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcconnell Foundation's sponsor-wide assets grew 38.4%, from $13M to $17M.
Which Profit Sharing plans are similar in size to The Mcconnell Foundation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Baker & Mckenzie New York Profit Sharing Plan II in IL ($13M, 92 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mcconnell Foundation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is K.D.G., Inc. Profit Sharing Plan in IN (33 participants, $1M 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 946102700.

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.