Money Purchase · DOL Form 5500 · 2023

Mccormick Kennedy & Robinson PC Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$398,247
Avg per participant High balance/head
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Official DOL plan name: Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan · Sponsored by Mccormick Kennedy & Robinson PC · Colorado · Professional & Technical Services

$1M in assets, 3 participants

Mccormick Kennedy & Robinson PC's Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,186 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan holds $1M for 3 participants - about $398,247 per participant, in the lower half of filed plans by assets.

#4,186
in Professional & Technical Services (20,321 peers)
+7.0%
assets growth YoY

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan among the smaller filed plans by assets

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs every filed plan by assets

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

$1,194,741 25th percentile higher than 25% 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

Mccormick Kennedy & Robinson PC Employee Profit Sharing 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. Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan reported net income rose from $50K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 840853221 · Mccormick Kennedy & Robinson PC PY 2023 · Money Purchase

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan · $1M · 3 · 25th

  • EIN $1M
  • EIN 3
  • EIN 25th
  • EIN Money Purchase
  • EIN near Financial Funding Exchange Inc Mpp
  • EIN ind #4186

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 Colorado →

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan in the asset neighbourhood

Mccormick Kennedy & Robinson PC Employee Profit Sharing PlanMccormick Kennedy & Robinson…$1MFinancial Funding Exchange Inc MppFinancial Funding Exchange I…$1MDennis S. Riff, M.D., Inc. Retirement PlanDennis S. Riff, M.D., Inc. R…$1MNsi, Inc. Pension Plan$1MMaguire Enterprises, Ltd Money Purchase Pension PlanMaguire Enterprises, Ltd Mon…$1M
End-of-year total assets ($M) among Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$78K
Employer EIN840853221
Plan Effective Date1982-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Mccormick Kennedy & Robinson PC)

Sponsor-wide plan assets over time

All Mccormick Kennedy & Robinson PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.2398170473621284% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M 202220232024 $2.16M $2.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

Nearby Money Purchase Plans in Colorado

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

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -200204060 Total assets ($M) Participants Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan, Total assets ($M): 1.194741 · Participants: 3Mccormick Kennedy & Robinson PC Employee Profit Sharing PlanValley View Hospital Money Purchase Plan, Total assets ($M): 50.860594 · Participants: 1023Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 30.37798 · Participants: 534Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 23.299765 · Participants: 90Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 19.586505 · Participants: 36American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 16.221654 · Participants: 586San Luis Valley Health Money Purchase Plan
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan side-by-side with 3 peers →

Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Financial Funding Exchange Inc Mpp in CA ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan assets move in 2023? ▼
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan grew at a solid clip - up 7.0% during 2023, from $1M to $1M. Reported net income was $78K.
How have Mccormick Kennedy & Robinson PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccormick Kennedy & Robinson PC's sponsor-wide assets grew 0.2%, from $2M to $2M.
Where does Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Financial Funding Exchange Inc Mpp in CA ($1M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, $462K 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 840853221.

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.