Profit Sharing · DOL Form 5500 · 2023
Heller, Heller & Mccoy Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $463,124
- Avg per participant High balance/head
Official DOL plan name: Heller, Heller & Mccoy Profit Sharing Plan · Sponsored by Heller, Heller & Mccoy · Connecticut · Professional & Technical Services
$4M in assets, 8 participants
Heller, Heller & Mccoy's Heller, Heller & Mccoy Profit Sharing Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,347 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Heller, Heller & Mccoy Profit Sharing Plan holds $4M for 8 participants - about $463,124 per participant, in the lower half of filed plans by assets.
- #7,347
- in Professional & Technical Services (20,321 peers)
- +3.1%
- assets growth YoY
The plan reported a net loss of $209K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heller, Heller & Mccoy Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Heller, Heller & Mccoy Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,704,988 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heller, Heller & Mccoy Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heller, Heller & Mccoy Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heller, Heller & Mccoy Profit Sharing Plan reported net income fell from $83K in the plan year 2022 filing to -$209K in the plan year 2023 filing.
- Heller, Heller & Mccoy Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 060942436 · Heller, Heller & Mccoy PY 2023 · Profit Sharing
Heller, Heller & Mccoy Profit Sharing Plan · $4M · 8 · 39th
- BOOK $4M
- BOOK 8
- BOOK 39th
- BOOK Profit Sharing
- BOOK near Copper State Rubber of Arizona, Inc. Profit Sharing Plan
- BOOK ind #7347
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 Connecticut →
Heller, Heller & Mccoy Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$209K |
| Employer EIN | 060942436 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heller, Heller & Mccoy)
Sponsor-wide plan assets over time
All Heller, Heller & Mccoy plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.7043264742311302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $4M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
Heller, Heller & Mccoy Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Copper State Rubber of Arizona, Inc. Profit Sharing Plan in TX ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.