Profit Sharing · DOL Form 5500 · 2023
James J. Mcconnell Md PC Profit Sharing Plan
Data updated 2026-08-25
- $141K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $47,045
- Avg per participant Low balance/head
Official DOL plan name: Profit Sharing Plan & Trust of James J Mcconnell Md PC · Sponsored by James J. Mcconnell Md PC · Virginia · Healthcare & Social Assistance
$141K in assets, 3 participants
James J. Mcconnell Md PC's Profit Sharing Plan & Trust of James J Mcconnell Md PC reported $141K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #1,010 in Healthcare & Social Assistance (17,684 peers)
James J. Mcconnell Md PC multi-year trail
James J. Mcconnell Md PC's plans moved -38.9% in assets from 2022 to 2024; this filing shows Profit Sharing Plan & Trust of James J Mcconnell Md PC at $141K / 3 participants.
- #1,010
- in Healthcare & Social Assistance (17,684 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing Plan & Trust of James J Mcconnell Md PC among the smaller filed plans by assets
Profit Sharing Plan & Trust of James J Mcconnell Md PC vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$141,135 8th percentile higher than 8% 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
Profit Sharing Plan & Trust of James J Mcconnell Md PC among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan & Trust of James J Mcconnell Md PC is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Profit Sharing Plan & Trust of James J Mcconnell Md PC reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Profit Sharing Plan & Trust of James J Mcconnell Md PC end-of-year assets fell from $172K in the plan year 2022 filing to $141K in the plan year 2023 filing.
- Profit Sharing Plan & Trust of James J Mcconnell Md PC reported net income rose from -$37K in the plan year 2022 filing to -$31K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 541188919 · James J. Mcconnell Md PC PY 2023 · Profit Sharing
Profit Sharing Plan & Trust of James J Mcconnell Md PC · $141K · 3 · 8th
- BOOK $141K
- VS-ST 3
- BOY 8th
- SCH Profit Sharing
- EBSA near Endocrinology Specialty LLC Retirement Plan (Formely Elisabeth Marie Soto Vega Retirement Plan)
- PART ind #1010
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Profit Sharing Plan & Trust of James J Mcconnell Md PC in the asset neighbourhood
James J. Mcconnell Md PC multi-year asset trail
Sponsor-wide plan assets over time
All James J. Mcconnell Md PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $105K 38.90587027509846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $172K |
| 2023 | 1 | 3 | $141K |
| 2024 | 1 | 2 | $105K |
James J. Mcconnell Md PC filing trail (2023)
| Total Assets (Beginning of Year) | $172K |
|---|---|
| Net Assets (End of Year) | $141K |
| Net Income | -$31K |
| Employer EIN | 541188919 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
Profit Sharing Plan & Trust of James J Mcconnell Md PC's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Endocrinology Specialty LLC Retirement Plan (Formely Elisabeth Marie Soto Vega Retirement Plan) in PR ($141K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141K here).
- Endocrinology Specialty LLC Retirement Plan (Formely Elisabeth Marie Soto Vega Retirement Plan) (PR) $141K · 1
- Ruchfam Enterprises, Inc. Retirement Plan (OH) $141K · 2
- Everest Business Connections Corp. Retirement Plan (PA) $141K · 1
- Serendipity Coaching and Consulting Inc. Retirement Plan (NC) $141K · 3
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.