Money Purchase · DOL Form 5500 · 2023

Mccanliss & Early, LLP Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$123,670
Avg per participant Near avg balance/head
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Official DOL plan name: Mccanliss & Early Direction Retirement Paln · Sponsored by Mccanliss & Early, LLP · New York · Professional & Technical Services

$1M in assets, 9 participants

Mccanliss & Early, LLP's Mccanliss & Early Direction Retirement Paln reported $1M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,038 in Professional & Technical Services (20,321 peers)

Mccanliss & Early, LLP multi-year trail

Mccanliss & Early, LLP's plans moved +50.0% in assets from 2022 to 2024; this filing shows Mccanliss & Early Direction Retirement Paln at $1M / 9 participants.

#4,038
in Professional & Technical Services (20,321 peers)
+32.8%
assets growth YoY

Mccanliss & Early Direction Retirement Paln among the smaller filed plans by assets

Mccanliss & Early Direction Retirement Paln vs every filed plan by assets

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

$1,113,032 25th percentile higher than 25% of 127,068 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 2023

Mccanliss & Early Direction Retirement Paln among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mccanliss & Early Direction Retirement Paln is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccanliss & Early Direction Retirement Paln reported net income rose from -$453K in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Mccanliss & Early Direction Retirement Paln end-of-year assets rose from $838K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 135237190 · Mccanliss & Early, LLP PY 2023 · Money Purchase

Mccanliss & Early Direction Retirement Paln · $1M · 9 · 25th

  • RANK $1M
  • PHOTO 9
  • IND 25th
  • EOY Money Purchase
  • 5500 near S Rao Talla Md PC Money Purchase Pension
  • ASSETS ind #4038

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 New York →

Mccanliss & Early Direction Retirement Paln in the asset neighbourhood

Kenneth G. Calewarts Money Purchase Pension Plan and TrustKenneth G. Calewarts Money P…$1MAnthony Palmieri, Dmd Money Purchase Pension PlanAnthony Palmieri, Dmd Money …$1MMccanliss & Early Direction Retirement PalnMccanliss & Early Direction …$1MS Rao Talla Md PC Money Purchase PensionS Rao Talla Md PC Money Purc…$1MRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1M
End-of-year total assets ($M) among Mccanliss & Early Direction Retirement Paln and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Mccanliss & Early, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mccanliss & Early, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.96862159311632% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.84M $1.26M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 9 $838K
2023 1 9 $1M
2024 1 9 $1M

Mccanliss & Early, LLP filing trail (2023)

Total Assets (Beginning of Year)$838K
Net Assets (End of Year)$1M
Net Income$275K
Employer EIN135237190
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Mccanliss & Early Direction Retirement Paln vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mccanliss & Early Direction Retirement Paln, Total assets ($B): 0.001113032 · Participants: 9Mccanliss & Early Direction Retirement PalnTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Mccanliss & Early Direction Retirement Paln vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mccanliss & Early Direction Retirement Paln side-by-side with 3 peers →

Mccanliss & Early Direction Retirement Paln's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is S Rao Talla Md PC Money Purchase Pension in MI ($1M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Mccanliss & Early Direction Retirement Paln assets move in 2023? ▼
Mccanliss & Early Direction Retirement Paln surged - up 32.8% during 2023, from $838K to $1M. Reported net income was $275K.
How have Mccanliss & Early, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccanliss & Early, LLP's sponsor-wide assets grew 50.0%, from $838K to $1M.
Where does Mccanliss & Early Direction Retirement Paln rank by assets among Form 5500 filers? ▼
Mccanliss & Early Direction Retirement Paln ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Mccanliss & Early Direction Retirement Paln? ▼
Among Money Purchase plans in other states, the closest by assets is S Rao Talla Md PC Money Purchase Pension in MI ($1M, 6 participants).
Which Money Purchase plans cover a similar participant headcount to Mccanliss & Early Direction Retirement Paln? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 135237190.

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.