Profit Sharing · DOL Form 5500 · 2023
The Mcconnell Foundation Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 30
- Participants
- 67th
- Percentile by assets
- $500,331
- Avg per participant
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.
- 67th percentile by assets (of 127,072 plans)
- #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.
- $15M
- total plan assets (2023 EOY)
- 30
- covered participants
- 67th
- percentile by assets (of 127,072 plans)
- $500,331
- avg assets per participant
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.
The Mcconnell Foundation across 3 plan years on file
Across the 3 plan years The Mcconnell Foundation has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $17M, a gain of 38.4%, while reported participants moved from 33 to 31 (-6.1%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($13M).
The Mcconnell Foundation multi-year asset trail
| 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 EIN | 946102700 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Mcconnell Foundation Profit Sharing Plan by total assets, not by location.
- Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers (NY) $15M · 507
- Sheet Metal Workers Local 218(d) Defined Contribution Plan (IN) $15M · 125
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund (NJ) $15M · 236
- Ferraiuoli LLC Retirement Plan Retirement Plan (PR) $15M · 89
Frequently Asked Questions
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Multi-year trail
Ways to act on The Mcconnell Foundation Profit Sharing Plan's numbers.
- By total assets, The Mcconnell Foundation Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- The Mcconnell Foundation's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Other Services plans