Money Purchase · DOL Form 5500 · 2023

Eduardo Mccormack Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 1
Participants Small participant base: 29th
Percentile by assets National rank: $1.8M
Avg per participant High balance/head

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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.

#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.

#2,635
in Manufacturing (18,722 peers): +8.8%
assets growth YoY

Eduardo Mccormack Retirement Plan among the smaller filed plans by assets

Eduardo Mccormack Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,813,609 29th percentile higher than 29% 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

Eduardo Mccormack Retirement 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. Eduardo Mccormack Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 584462598 · Eduardo Mccormack PY 2023 · Money Purchase

Eduardo Mccormack Retirement Plan · $2M · 1 · 29th

TYPE $2M
NET 1
BOOK 29th
VS-ST Money Purchase
BOY near Gerry F. Emmanuel, Md Money Purchase Pension Plan
SCH ind #2635

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 Manufacturing retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among Eduardo Mccormack Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Eduardo Mccormack years around the 2023 move

Latest sponsor-wide plan assets: $2M 8.780685885931996% vs 2022; 2023 filing year

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

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Eduardo Mccormack Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants

Colegio Marista Money Purchase Thrift Plan $6M · 111
Jimenez, Graffam & Lausell Pension Plan $6M · 25
Duenas Trailers Rental Inc. Retirement Plan $4M · 68
Programa Head Start Iglesia Bautista De Quintana Retirement Plan Trust $4M · 308
Dr. Jose R. Cumba Retirement Plan $4M · 4

Compare Eduardo Mccormack Retirement Plan side-by-side with 3 peers →

Eduardo Mccormack Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gerry F. Emmanuel, Md Money Purchase Pension Plan in FL ($2M); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Gerry F. Emmanuel, Md Money Purchase Pension Plan (FL) $2M · 1
Argus Community, Inc. Pension Plan (NY) $2M · 46
La Mesa Farms Money Purchase Pension Plan and Trus (NM) $2M · 1
Dairy Union Employees Benefit Plan (OH) $2M · 29

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
Lucas Limited Money Purchase Pension Plan (CA) 1 · 0 off
Amended Charles S. James, D.D.S., Ltd. Pension Plan and Trust (IL) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eduardo Mccormack Retirement Plan assets move in 2023? ▼

Eduardo Mccormack Retirement Plan grew at a solid clip - up 8.8% during 2023, from $2M to $2M. Reported net income was $146K.

How have Eduardo Mccormack plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Eduardo Mccormack's sponsor-wide assets grew 8.8%, from $2M to $2M.

Which Money Purchase plans are similar in size to Eduardo Mccormack Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by assets is Gerry F. Emmanuel, Md Money Purchase Pension Plan in FL ($2M, 1 participant).

Which Money Purchase plans cover a similar participant headcount to Eduardo Mccormack Retirement Plan? ▼

Among Money Purchase plans in other states, the closest by covered participants is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant, $297K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 584462598.