Money Purchase · DOL Form 5500 · 2023
Eduardo Mccormack Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 1
- Participants
- 29th
- Percentile by assets
- $1.8M
- Avg per participant
Official DOL plan name: Eduardo Mccormack Retirement Plan · Sponsored by Eduardo Mccormack · Puerto Rico · Manufacturing
$2M in assets, 1 participants
Eduardo Mccormack's Eduardo Mccormack Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 127,072 plans)
- #2,635 in Manufacturing (18,722 peers)
2023 asset change
Eduardo Mccormack Retirement Plan grew at a solid clip 8.8% in 2023 ($2M → $2M) for 1 participant.
- $2M
- total plan assets (2023 EOY)
- 1
- covered participants
- 29th
- percentile by assets (of 127,072 plans)
- $1.8M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eduardo Mccormack Retirement Plan reported net income rose from -$115K in the plan year 2022 filing to $146K in the plan year 2023 filing.
- Eduardo Mccormack Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
2023 asset move for Eduardo Mccormack Retirement Plan
Year over year, total assets grew at a solid clip from $2M at the start of 2023 to $2M at year-end (up 8.8%). Net assets closed at $2M; reported net income $146K.
Eduardo Mccormack years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $146K |
| Employer EIN | 584462598 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Puerto Rico
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Eduardo Mccormack Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
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Money Purchase plans in other states closest to Eduardo Mccormack Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Eduardo Mccormack Retirement Plan assets move in 2023? ▼
How have Eduardo Mccormack plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Eduardo Mccormack Retirement Plan? ▼
Next read for Eduardo Mccormack Retirement Plan
2023 change
Ways to act on Eduardo Mccormack Retirement Plan's numbers.
- By total assets, Eduardo Mccormack Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Eduardo Mccormack's sponsor-wide assets have grown 8.8% since 2022 across 2 plan years on file. More Manufacturing plans