Profit Sharing · DOL Form 5500 · 2024
Heller, Heller & Mccoy Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $441,547
- Avg per participant High balance/head
Official DOL plan name: Heller, Heller & Mccoy Profit Sharing Plan · Sponsored by Heller, Heller & Mccoy · Connecticut · Professional & Technical Services
$4M in assets, 8 participants
Heller, Heller & Mccoy's Heller, Heller & Mccoy Profit Sharing Plan reported $4M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,682 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Heller, Heller & Mccoy Profit Sharing Plan holds $4M for 8 participants - about $441,547 per participant, in the lower half of filed plans by assets.
- #6,682
- in Professional & Technical Services (20,173 peers)
- -4.7%
- assets change YoY
Heller, Heller & Mccoy Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Heller, Heller & Mccoy Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,532,372 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Heller, Heller & Mccoy Profit Sharing 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. Heller, Heller & Mccoy Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heller, Heller & Mccoy Profit Sharing Plan reported net income rose from -$209K in the plan year 2023 filing to $148K in the plan year 2024 filing.
- Heller, Heller & Mccoy Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 060942436 · Heller, Heller & Mccoy PY 2024 · Profit Sharing
Heller, Heller & Mccoy Profit Sharing Plan · $4M · 8 · 36th
- SCH $4M
- SCH 8
- SCH 36th
- SCH Profit Sharing
- SCH near Lucky Scent Inc Profit Sharing Plan
- SCH ind #6682
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 Connecticut →
Heller, Heller & Mccoy Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $148K |
| Employer EIN | 060942436 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heller, Heller & Mccoy)
Sponsor-wide plan assets over time
All Heller, Heller & Mccoy plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.7043264742311302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $4M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
- Connecticut Children's Retirement Savings Plan $541M · 3,179
- Connecticut Pipetrades Local No. 777 Annuity Plan $277M · 2,660
- Connecticut Laborers' Annuity Plan $274M · 3,043
- Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
Heller, Heller & Mccoy Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Lucky Scent Inc Profit Sharing Plan in CA ($4M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.