Money Purchase · DOL Form 5500 · 2023

The Connell Company Money Purchase Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
132
Participants Small participant base
92nd
Percentile by assets National rank
$912,230
Avg per participant High balance/head
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Official DOL plan name: The Connell Company Retirement Plan · Sponsored by The Connell Company · New Jersey · Real Estate

$120M in assets, 132 participants

The Connell Company's The Connell Company Retirement Plan reported $120M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,629 in Real Estate (4,727 peers)

Coverage in New Jersey

The Connell Company Retirement Plan covers 132 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $120M.

#4,629
in Real Estate (4,727 peers)
+16.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Connell Company Retirement Plan's outsized position by total assets

The Connell Company Retirement Plan vs every filed plan by assets

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

$120,414,423 Top 8% higher than 92% 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 Connell Company 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. The Connell Company Retirement Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Connell Company Retirement Plan reported net income rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Connell Company Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • The Connell Company Retirement Plan reported participants rose from 118 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221629235 · The Connell Company PY 2023 · Money Purchase

The Connell Company Retirement Plan · $120M · 132 · 92nd

  • RANK $120M
  • PHOTO 132
  • IND 92nd
  • EOY Money Purchase
  • 5500 near Bergelectric Corporation Money Purchase Pension Plan
  • ASSETS ind #4629

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 Real Estate retirement plans → · Plans in New Jersey →

The Connell Company Retirement Plan in the asset neighbourhood

B.a.C. Local No. 3 Defined Contribution Pension PlanB.a.C. Local No. 3 Defined C…$122MIBEW Local 531 & NECA Money Purchase Pension PlanIBEW Local 531 & NECA Money …$121MThe Connell Company Retirement PlanThe Connell Company Retireme…$120MBergelectric Corporation Money Purchase Pension PlanBergelectric Corporation Mon…$120MIBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local No 640 & Az Chapt…$120M
End-of-year total assets ($M) among The Connell Company Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$120M
Net Income$17M
Employer EIN221629235
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connell Company)

Sponsor-wide plan assets over time

All The Connell Company plans reported in each filing year

Latest sponsor-wide plan assets
$130M 25.78575689377515% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $103M $130M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 118 $103M
2023 1 132 $120M
2024 1 143 $130M

Nearby Money Purchase Plans in New Jersey

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

The Connell Company Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 02004006008001000 Total assets ($M) Participants The Connell Company Retirement Plan, Total assets ($M): 120.414423 · Participants: 132The Connell Company Retirement PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
The Connell Company Retirement Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare The Connell Company Retirement Plan side-by-side with 3 peers →

The Connell Company Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is Bergelectric Corporation Money Purchase Pension Plan in CA ($120M); by covered participants it is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Connell Company Retirement Plan assets move in 2023? ▼
The Connell Company Retirement Plan grew sharply - up 16.7% during 2023, from $103M to $120M. Reported net income was $17M.
How have The Connell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Connell Company's sponsor-wide assets grew 25.8%, from $103M to $130M.
Where does The Connell Company Retirement Plan rank by assets among Form 5500 filers? ▼
The Connell Company Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to The Connell Company Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Bergelectric Corporation Money Purchase Pension Plan in CA ($120M, 1,913 participants).
Which Money Purchase plans cover a similar participant headcount to The Connell Company Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (132 participants, $15M 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 221629235.

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.