Money Purchase · DOL Form 5500 · 2022

Mccormick Kennedy & Robinson PC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$372,152
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan · Sponsored by Mccormick Kennedy & Robinson PC · Colorado · Professional & Technical Services

$1M in assets, 3 participants

Mccormick Kennedy & Robinson PC's Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,830 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan holds $1M for 3 participants - about $372,152 per participant, in the lower half of filed plans by assets.

#4,830
in Professional & Technical Services (21,562 peers)
+4.6%
assets growth YoY

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan among the smaller filed plans by assets

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs every filed plan by assets

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

$1,116,456 26th percentile higher than 26% 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

Mccormick Kennedy & Robinson PC Employee Profit Sharing 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. Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 840853221 · Mccormick Kennedy & Robinson PC PY 2022 · Money Purchase

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan · $1M · 3 · 26th

  • EOY $1M
  • EOY 3
  • EOY 26th
  • EOY Money Purchase
  • EOY near Kenneth G. Calewarts Money Purchase Pension Plan and Trust
  • EOY ind #4830

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 Colorado →

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in the asset neighbourhood

Mccormick Kennedy & Robinson PC Employee Profit Sharing PlanMccormick Kennedy & Robinson…$1MKenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MJames P Adcox$1MFlach Brothers Masonry Inc. Pension PlanFlach Brothers Masonry Inc. …$1MAmg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1M
End-of-year total assets ($M) among Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$50K
Employer EIN840853221
Plan Effective Date1982-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccormick Kennedy & Robinson PC)

Sponsor-wide plan assets over time

All Mccormick Kennedy & Robinson PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.2398170473621284% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M 202220232024 $2.16M $2.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

Nearby Money Purchase Plans in Colorado

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

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan, Total assets ($M): 1.116456 · Participants: 3Mccormick Kennedy & Robinson PC Employee Profit Sharing PlanValley View Hospital Money Purchase Plan, Total assets ($M): 45.638273 · Participants: 1198Valley View Hospital Money Purchase PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 17.878933 · Participants: 90Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 17.172693 · Participants: 38American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 14.104486 · Participants: 574San Luis Valley Health Money Purchase PlanColorado Symphony Orchestra Money Purchase Pension Plan, Total assets ($M): 11.688411 · Participants: 80Colorado Symphony Orchestra Money Purchase Pension Plan
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan side-by-side with 3 peers →

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Kenneth G. Calewarts Money Purchase Pension Plan and Trust in WI ($1M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan assets move in 2022? ▼
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan edged up modestly - up 4.6% during 2022, from $1M to $1M. Reported net income was $50K.
How have Mccormick Kennedy & Robinson PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccormick Kennedy & Robinson PC's sponsor-wide assets grew 0.2%, from $2M to $2M.
Which Money Purchase plans are similar in size to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kenneth G. Calewarts Money Purchase Pension Plan and Trust in WI ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 840853221.

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.