Profit Sharing · DOL Form 5500 · 2024

Mcconnell Ventures Incorporated Profit Sharing Plan

Data updated 2026-08-25

$430K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$85,984
Avg per participant Below avg balance/head
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Official DOL plan name: Mcconnell Ventures Incorporated Retirement Plan · Sponsored by Mcconnell Ventures Incorporated · North Carolina · Retail Trade

$430K in assets, 5 participants

Mcconnell Ventures Incorporated's Mcconnell Ventures Incorporated Retirement Plan reported $430K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,139 in Retail Trade (8,048 peers)

What the 2024 filing shows

Mcconnell Ventures Incorporated Retirement Plan holds $430K for 5 participants - about $85,984 per participant, among the smaller plans by assets on file.

#2,139
in Retail Trade (8,048 peers)
+7.5%
assets growth YoY

Mcconnell Ventures Incorporated Retirement Plan among the smaller filed plans by assets

Mcconnell Ventures Incorporated Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$429,920 16th percentile higher than 16% of 123,620 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 2024

Mcconnell Ventures Incorporated Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcconnell Ventures Incorporated Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcconnell Ventures Incorporated Retirement Plan end-of-year assets rose from $400K in the plan year 2023 filing to $430K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455103869 · Mcconnell Ventures Incorporated PY 2024 · Profit Sharing

Mcconnell Ventures Incorporated Retirement Plan · $430K · 5 · 16th

  • VS-ST $430K
  • BOY 5
  • SCH 16th
  • EBSA Profit Sharing
  • PART near J. Alfaro Burgos Retirement Plan
  • TYPE ind #2139

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 Retail Trade retirement plans → · Plans in North Carolina →

Mcconnell Ventures Incorporated Retirement Plan in the asset neighbourhood

Mcconnell Ventures Incorporated Retirement PlanMcconnell Ventures Incorpora…$430KJ. Alfaro Burgos Retirement PlanJ. Alfaro Burgos Retirement …$430KSwanston Enterprises, Inc. Profit Sharing PlanSwanston Enterprises, Inc. P…$430KRivanna Restaurateur Inc. Retirement PlanRivanna Restaurateur Inc. Re…$430KVictory in Learning Child Care Academy Sc Inc. Retirement PlanVictory in Learning Child Ca…$430K
End-of-year total assets ($M) among Mcconnell Ventures Incorporated Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$430K
Net Income$30K
Employer EIN455103869
Plan Effective Date2012-04-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcconnell Ventures Incorporated)

Sponsor-wide plan assets over time

All Mcconnell Ventures Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$430K 7.499887479183649% vs 2022
2024 filing year
$0.39M$0.4M$0.41M$0.42M$0.43M$0.44M 202220232024 $0.4M $0.43M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 4 $400K
2023 1 5 $400K
2024 1 5 $430K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Mcconnell Ventures Incorporated Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Mcconnell Ventures Incorporated Retirement Plan, Total assets ($B): 0.00042992 · Participants: 5Mcconnell Ventures Incorporated Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Mcconnell Ventures Incorporated Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Mcconnell Ventures Incorporated Retirement Plan side-by-side with 3 peers →

Mcconnell Ventures Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is J. Alfaro Burgos Retirement Plan in PR ($430K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mcconnell Ventures Incorporated Retirement Plan assets move in 2024? ▼
Mcconnell Ventures Incorporated Retirement Plan grew at a solid clip - up 7.5% during 2024, from $400K to $430K. Reported net income was $30K.
How have Mcconnell Ventures Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcconnell Ventures Incorporated's sponsor-wide assets grew 7.5%, from $400K to $430K.
Where does Mcconnell Ventures Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Mcconnell Ventures Incorporated Retirement Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Mcconnell Ventures Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J. Alfaro Burgos Retirement Plan in PR ($430K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mcconnell Ventures Incorporated Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 455103869.

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.