Profit Sharing · DOL Form 5500 · 2023

The Mcconnell Foundation Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
30
Participants Small participant base
67th
Percentile by assets National rank
$500,331
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Mcconnell Foundation Profit Sharing Plan · Sponsored by The Mcconnell Foundation · California · Other Services

$15M in assets, 30 participants

The Mcconnell Foundation's The Mcconnell Foundation Profit Sharing Plan reported $15M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,417 in Other Services (7,857 peers)

The Mcconnell Foundation multi-year trail

The Mcconnell Foundation's plans moved +38.4% in assets from 2022 to 2024; this filing shows The Mcconnell Foundation Profit Sharing Plan at $15M / 30 participants.

#6,417
in Other Services (7,857 peers)
+18.8%
assets growth YoY

The Mcconnell Foundation Profit Sharing Plan's outsized position by total assets

The Mcconnell Foundation Profit Sharing Plan vs every filed plan by assets

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

$15,009,925 Top 33% higher than 67% 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

The Mcconnell Foundation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mcconnell Foundation Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mcconnell Foundation Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Mcconnell Foundation Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Mcconnell Foundation Profit Sharing Plan reported participants fell from 33 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 946102700 · The Mcconnell Foundation PY 2023 · Profit Sharing

The Mcconnell Foundation Profit Sharing Plan · $15M · 30 · 67th

  • PART $15M
  • PART 30
  • PART 67th
  • PART Profit Sharing
  • PART near Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers
  • PART ind #6417

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 Other Services retirement plans → · Plans in California →

The Mcconnell Foundation Profit Sharing Plan in the asset neighbourhood

Sheet Metal Workers Local 218(d) Defined Contribution PlanSheet Metal Workers Local 21…$15MDefined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundDefined Contribution Plan of…$15MThe Mcconnell Foundation Profit Sharing PlanThe Mcconnell Foundation Pro…$15MJetblue Airways Corporation Deferred Savings Plan for Puerto Rico CrewmembersJetblue Airways Corporation …$15MFerraiuoli LLC Retirement Plan Retirement PlanFerraiuoli LLC Retirement Pl…$15M
End-of-year total assets ($M) among The Mcconnell Foundation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The Mcconnell Foundation multi-year asset trail

Sponsor-wide plan assets over time

All The Mcconnell Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.43094049418075% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $12.6M $17.5M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 33 $13M
2023 1 30 $15M
2024 1 31 $17M

The Mcconnell Foundation filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN946102700
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Mcconnell Foundation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants The Mcconnell Foundation Profit Sharing Plan, Total assets ($B): 0.015009925 · Participants: 30The Mcconnell Foundation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
The Mcconnell Foundation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare The Mcconnell Foundation Profit Sharing Plan side-by-side with 3 peers →

The Mcconnell Foundation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers in NY ($15M); by covered participants it is Winchester Associates, Inc. Profit Sharing Plan in NJ (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 The Mcconnell Foundation Profit Sharing Plan assets move in 2023? ▼
The Mcconnell Foundation Profit Sharing Plan grew sharply - up 18.8% during 2023, from $13M to $15M. Reported net income was $2M.
How have The Mcconnell Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mcconnell Foundation's sponsor-wide assets grew 38.4%, from $13M to $17M.
Which Profit Sharing plans are similar in size to The Mcconnell Foundation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers in NY ($15M, 507 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mcconnell Foundation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Winchester Associates, Inc. Profit Sharing Plan in NJ (30 participants, $5M 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 946102700.

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.