Money Purchase · DOL Form 5500 · 2023

Mc Connie Insurance Corp. Money Purchase Plan

Data updated 2026-08-25

$725K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$724,721
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mc Connie Insurance Corp. Retirement Plan · Sponsored by Mc Connie Insurance Corp. · Puerto Rico · Finance & Insurance

$725K in assets, 1 participants

Mc Connie Insurance Corp.'s Mc Connie Insurance Corp. Retirement Plan reported $725K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,151 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Mc Connie Insurance Corp. Retirement Plan holds $725K for 1 participant - about $724,721 per participant, among the smaller plans by assets on file.

#1,151
in Finance & Insurance (8,869 peers)
+2.2%
assets growth YoY

Mc Connie Insurance Corp. Retirement Plan among the smaller filed plans by assets

Mc Connie Insurance Corp. Retirement Plan vs every filed plan by assets

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

$724,721 21st percentile higher than 21% 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

Mc Connie Insurance Corp. 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. Mc Connie Insurance Corp. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mc Connie Insurance Corp. Retirement Plan reported net income rose from -$71K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Mc Connie Insurance Corp. Retirement Plan end-of-year assets rose from $709K in the plan year 2022 filing to $725K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660772477 · Mc Connie Insurance Corp. PY 2023 · Money Purchase

Mc Connie Insurance Corp. Retirement Plan · $725K · 1 · 21st

  • SCH $725K
  • SCH 1
  • SCH 21st
  • SCH Money Purchase
  • SCH near Gne Asset Management Corp Profit Sharing Plan
  • SCH ind #1151

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

Mc Connie Insurance Corp. Retirement Plan in the asset neighbourhood

Gne Asset Management Corp Profit Sharing PlanGne Asset Management Corp Pr…$728KRetirement Plan of Seward Prosser MellonRetirement Plan of Seward Pr…$732KThe Pieper Bar Review Money Purchase Pension PlanThe Pieper Bar Review Money …$734KMc Connie Insurance Corp. Retirement PlanMc Connie Insurance Corp. Re…$725KDouglas a. Green & Associates, Inc. Money Purchase Plan & TrustDouglas a. Green & Associate…$716K
End-of-year total assets ($M) among Mc Connie Insurance Corp. Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$709K
Net Assets (End of Year)$725K
Net Income$16K
Employer EIN660772477
Plan Effective Date2011-09-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Mc Connie Insurance Corp.)

Sponsor-wide plan assets over time

All Mc Connie Insurance Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$746K 5.17550898380926% vs 2022
2024 filing year
$0.7M$0.72M$0.74M$0.76M 202220232024 $0.71M $0.75M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 1 $709K
2023 1 1 $725K
2024 1 1 $746K

Nearby Money Purchase Plans in Puerto Rico

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

Mc Connie Insurance Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -1000100200300400 02468 Total assets ($M) Participants Mc Connie Insurance Corp. Retirement Plan, Total assets ($M): 0.724721 · Participants: 1Mc Connie Insurance Corp. Retirement PlanColegio Marista Money Purchase Thrift Plan, Total assets ($M): 6.288531 · Participants: 111Colegio Marista Money Purchase Thrift PlanJimenez, Graffam & Lausell Pension Plan, Total assets ($M): 5.660467 · Participants: 25Jimenez, Graffam & Lausell Pension PlanDuenas Trailers Rental Inc. Retirement Plan, Total assets ($M): 4.452966 · Participants: 68Duenas Trailers Rental Inc. Retirement PlanPrograma Head Start Iglesia Bautista De Quintana Retirement Plan Trust, Total assets ($M): 3.889718 · Participants: 308Programa Head Start Iglesia Bautista De Quintana Retirement Plan TrustDr. Jose R. Cumba Retirement Plan, Total assets ($M): 3.80284 · Participants: 4Dr. Jose R. Cumba Retirement Plan
Mc Connie Insurance Corp. Retirement Plan vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Compare Mc Connie Insurance Corp. Retirement Plan side-by-side with 3 peers →

Mc Connie Insurance Corp. Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Puerto Rico, the nearest Money Purchase by assets is Gne Asset Management Corp Profit Sharing Plan in NY ($728K); by covered participants it is Steven R. Goldberg Esq. Money Purchase Plan in NJ (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mc Connie Insurance Corp. Retirement Plan assets move in 2023? ▼
Mc Connie Insurance Corp. Retirement Plan edged up modestly - up 2.2% during 2023, from $709K to $725K. Reported net income was $16K.
How have Mc Connie Insurance Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mc Connie Insurance Corp.'s sponsor-wide assets grew 5.2%, from $709K to $746K.
Where does Mc Connie Insurance Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Mc Connie Insurance Corp. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mc Connie Insurance Corp. Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gne Asset Management Corp Profit Sharing Plan in NY ($728K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Mc Connie Insurance Corp. 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 660772477.

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.