Money Purchase · DOL Form 5500 · 2022
Mccanliss & Early, LLP Money Purchase Plan
Data updated 2026-08-25
- $838K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $93,128
- Avg per participant Below avg balance/head
Official DOL plan name: Mccanliss & Early, Direction Retirement Plan · Sponsored by Mccanliss & Early, LLP · New York · Professional & Technical Services
$838K in assets, 9 participants
Mccanliss & Early, LLP's Mccanliss & Early, Direction Retirement Plan reported $838K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #4,176 in Professional & Technical Services (21,562 peers)
Mccanliss & Early, LLP multi-year trail
Mccanliss & Early, LLP's plans moved +50.0% in assets from 2022 to 2024; this filing shows Mccanliss & Early, Direction Retirement Plan at $838K / 9 participants.
- #4,176
- in Professional & Technical Services (21,562 peers)
- -35.1%
- assets change YoY
The plan reported a net loss of $453K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mccanliss & Early, Direction Retirement Plan among the smaller filed plans by assets
Mccanliss & Early, Direction Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$838,156 23rd percentile higher than 23% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mccanliss & Early, Direction 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. Mccanliss & Early, Direction Retirement Plan is a micro filing (9 participants), the leftmost band.
DOL schedule card
Filing strip 135237190 · Mccanliss & Early, LLP PY 2022 · Money Purchase
Mccanliss & Early, Direction Retirement Plan · $838K · 9 · 23rd
- NET $838K
- NET 9
- NET 23rd
- NET Money Purchase
- NET near Farmers and Merchants Bank of Craig County Pension Plan
- NET ind #4176
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 Professional & Technical Services retirement plans → · Plans in New York →
Mccanliss & Early, Direction Retirement Plan in the asset neighbourhood
Mccanliss & Early, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Mccanliss & Early, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 49.96862159311632% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $838K |
| 2023 | 1 | 9 | $1M |
| 2024 | 1 | 9 | $1M |
Mccanliss & Early, LLP filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $838K |
| Net Income | -$453K |
| Employer EIN | 135237190 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Mccanliss & Early, Direction Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Farmers and Merchants Bank of Craig County Pension Plan in VA ($828K); by covered participants it is Northeast Financial Consultants Inc in CT (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($838K here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Northeast Financial Consultants Inc (CT) 9 · 0 off
- Rush Appliances, Inc. Profit Sharing Plan (IL) 9 · 0 off
- Comprehensive Orthopaedics PA Money Purchase Plan (NJ) 9 · 0 off
- Nbcc Retirement Plan (UT) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.