Profit Sharing · DOL Form 5500 · 2022

Mcconnell Valdes LLC Profit Sharing Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
121
Participants Small participant base
90th
Percentile by assets National rank
$505,773
Avg per participant High balance/head
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Official DOL plan name: Mcv Retirement Plan · Sponsored by Mcconnell Valdes LLC · Puerto Rico · Professional & Technical Services

$61M in assets, 121 participants

Mcconnell Valdes LLC's Mcv Retirement Plan reported $61M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,538 in Professional & Technical Services (21,562 peers)

Where Mcv Retirement Plan sits by assets

Mcv Retirement Plan sits in the top 10% of all filed plans by assets, $61M for 121 participants (~$505,773/participant), down 1.8% in 2022.

#19,538
in Professional & Technical Services (21,562 peers)
-1.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcv Retirement Plan's outsized position by total assets

Mcv Retirement Plan vs every filed plan by assets

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

$61,198,589 Top 10% higher than 90% 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

Mcv Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcv Retirement Plan sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 660226027 · Mcconnell Valdes LLC PY 2022 · Profit Sharing

Mcv Retirement Plan · $61M · 121 · 90th

  • 5500 $61M
  • ASSETS 121
  • PCT 90th
  • EIN Profit Sharing
  • RANK near Electrical Workers Pension Fund Part C
  • PHOTO ind #19538

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 Puerto Rico →

Mcv Retirement Plan in the asset neighbourhood

University of Northwestern - St. Paul 403(b) PlanUniversity of Northwestern -…$61MGoodwill Industries Employee Retirement and Incentive PlanGoodwill Industries Employee…$61MElectrical Workers Pension Fund Part CElectrical Workers Pension F…$61MMcv Retirement Plan$61MCushing Terrell 401(k) Retirement PlanCushing Terrell 401(k) Retir…$61M
End-of-year total assets ($M) among Mcv Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$61M
Net Income-$1M
Employer EIN660226027
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcconnell Valdes LLC)

Sponsor-wide plan assets over time

All Mcconnell Valdes LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.977681707661592% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.2M $80.8M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 121 $61M
2023 1 138 $73M
2024 1 141 $81M

Nearby Profit Sharing Plans in Puerto Rico

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

Mcv Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Mcv Retirement Plan, Total assets ($M): 61.198589 · Participants: 121Mcv Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Mcv Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mcv Retirement Plan side-by-side with 3 peers →

Mcv Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Electrical Workers Pension Fund Part C in MN ($61M); by covered participants it is Driehaus Companies Profit Sharing Plan and Trust in IL (121 participants). Same-state nearby plans are listed separately above.

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 Mcv Retirement Plan assets move in 2022? ▼
Mcv Retirement Plan edged down modestly - down 1.8% during 2022, from $62M to $61M. Reported net income was -$1M.
How have Mcconnell Valdes LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcconnell Valdes LLC's sponsor-wide assets grew 32.0%, from $61M to $81M.
Where does Mcv Retirement Plan rank by assets among Form 5500 filers? ▼
Mcv Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mcv Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Electrical Workers Pension Fund Part C in MN ($61M, 183 participants).
Which Profit Sharing plans cover a similar participant headcount to Mcv Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Driehaus Companies Profit Sharing Plan and Trust in IL (121 participants, $34M 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 660226027.

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.