Profit Sharing · DOL Form 5500 · 2023
Mcconnell Valdes LLC Profit Sharing Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $531,370
- Avg per participant High balance/head
Official DOL plan name: Mcv Retirement Plan · Sponsored by Mcconnell Valdes LLC · Puerto Rico · Professional & Technical Services
$73M in assets, 138 participants
Mcconnell Valdes LLC's Mcv Retirement Plan reported $73M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,336 in Professional & Technical Services (20,321 peers)
Where Mcv Retirement Plan sits by assets
Mcv Retirement Plan sits in the top quartile of all filed plans by assets, $73M for 138 participants (~$531,370/participant), up 19.8% in 2023.
- #18,336
- in Professional & Technical Services (20,321 peers)
- +19.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Mcv Retirement Plan's outsized position by total assets
Mcv Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,329,012 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Mcv Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcv Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcv Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Mcv Retirement Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Mcv Retirement Plan reported participants rose from 121 in the plan year 2022 filing to 138 in the plan year 2023 filing.
DOL schedule card
Filing strip 660226027 · Mcconnell Valdes LLC PY 2023 · Profit Sharing
Mcv Retirement Plan · $73M · 138 · 89th
- PHOTO $73M
- PHOTO 138
- PHOTO 89th
- PHOTO Profit Sharing
- PHOTO near Teamsters Local 25 Investment Plan
- PHOTO ind #18336
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 Puerto Rico →
Mcv Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $12M |
| Employer EIN | 660226027 |
| Plan Effective Date | 1988-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcconnell Valdes LLC)
Sponsor-wide plan assets over time
All Mcconnell Valdes LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 31.977681707661592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $61M |
| 2023 | 1 | 138 | $73M |
| 2024 | 1 | 141 | $81M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Mcv Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Teamsters Local 25 Investment Plan in MA ($73M); by covered participants it is Autobody Products, Inc. Profit Sharing Plan in PA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Teamsters Local 25 Investment Plan (MA) $73M · 1,194
- Baillie Lumber Co., L.P. 401(k) Plan (NY) $74M · 963
- Goodwill Industries Employee Retirement and Incentive Plan (OR) $73M · 1,556
- The Annie E. Casey Foundation Retirement Plan (MD) $73M · 211
Similar participant headcount
Nearest other-state filings by covered participants (138 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.