Money Purchase · DOL Form 5500 · 2024

Mccanliss & Early, LLP Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
9
Participants Small participant base
25th
Percentile by assets National rank
$139,663
Avg per participant Near avg balance/head
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Official DOL plan name: Mccanliss & Early Direction Retirement Plan · Sponsored by Mccanliss & Early, LLP · New York · Professional & Technical Services

$1M in assets, 9 participants

Mccanliss & Early, LLP's Mccanliss & Early Direction Retirement Plan reported $1M in total assets and 9 participants in its 2024 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.

  • #4,084 in Professional & Technical Services (20,173 peers)

Mccanliss & Early, LLP multi-year trail

Mccanliss & Early, LLP's plans moved +50.0% in assets from 2022 to 2024; this filing shows Mccanliss & Early Direction Retirement Plan at $1M / 9 participants.

#4,084
in Professional & Technical Services (20,173 peers)
+12.9%
assets growth YoY

Mccanliss & Early Direction Retirement Plan among the smaller filed plans by assets

Mccanliss & Early Direction Retirement Plan vs every filed plan by assets

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

$1,256,971 25th percentile higher than 25% 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

Mccanliss & Early Direction 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. Mccanliss & Early Direction Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccanliss & Early Direction Retirement Plan reported net income fell from $275K in the plan year 2023 filing to $144K in the plan year 2024 filing.
  • Mccanliss & Early Direction Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 135237190 · Mccanliss & Early, LLP PY 2024 · Money Purchase

Mccanliss & Early Direction Retirement Plan · $1M · 9 · 25th

  • NET $1M
  • BOOK 9
  • VS-ST 25th
  • BOY Money Purchase
  • SCH near Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan
  • EBSA ind #4084

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 New York →

Mccanliss & Early Direction Retirement Plan in the asset neighbourhood

Jeral Wayman Hastings$1MCbd Docusource Profit Sharing PlanCbd Docusource Profit Sharin…$1MMccanliss & Early Direction Retirement PlanMccanliss & Early Direction …$1MRobert J. Hellmann, Dmd, Inc. Money Purchase Pension PlanRobert J. Hellmann, Dmd, Inc…$1MComputertalk Assoc Inc Money Purchase Pension PlanComputertalk Assoc Inc Money…$1M
End-of-year total assets ($M) among Mccanliss & Early Direction Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Mccanliss & Early, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mccanliss & Early, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1M 49.96862159311632% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.84M $1.26M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 9 $838K
2023 1 9 $1M
2024 1 9 $1M

Mccanliss & Early, LLP filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$144K
Employer EIN135237190
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Mccanliss & Early Direction Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mccanliss & Early Direction Retirement Plan, Total assets ($B): 0.001256971 · Participants: 9Mccanliss & Early Direction Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Mccanliss & Early Direction Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Mccanliss & Early Direction Retirement Plan side-by-side with 3 peers →

Mccanliss & Early Direction Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan in MO ($1M); by covered participants it is Loberg & Loberg Money Purchase Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Mccanliss & Early Direction Retirement Plan assets move in 2024? ▼
Mccanliss & Early Direction Retirement Plan grew at a solid clip - up 12.9% during 2024, from $1M to $1M. Reported net income was $144K.
How have Mccanliss & Early, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccanliss & Early, LLP's sponsor-wide assets grew 50.0%, from $838K to $1M.
Where does Mccanliss & Early Direction Retirement Plan rank by assets among Form 5500 filers? ▼
Mccanliss & Early Direction Retirement Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Money Purchase plans are similar in size to Mccanliss & Early Direction Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Robert J. Hellmann, Dmd, Inc. Money Purchase Pension Plan in MO ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Mccanliss & Early Direction Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Loberg & Loberg Money Purchase Plan in WI (9 participants, $2M 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 135237190.

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.