Profit Sharing · DOL Form 5500 · 2024
The Mcconnell Foundation Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $564,401
- Avg per participant High balance/head
Official DOL plan name: The Mcconnell Foundation Profit Sharing Plan · Sponsored by The Mcconnell Foundation · California · Other Services
$17M in assets, 31 participants
The Mcconnell Foundation's The Mcconnell Foundation Profit Sharing Plan reported $17M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,324 in Other Services (7,719 peers)
The Mcconnell Foundation multi-year trail
The Mcconnell Foundation's plans moved +38.4% in assets from 2022 to 2024; this filing shows The Mcconnell Foundation Profit Sharing Plan at $17M / 31 participants.
- #6,324
- in Other Services (7,719 peers)
- +16.6%
- assets growth YoY
The Mcconnell Foundation Profit Sharing Plan's outsized position by total assets
The Mcconnell Foundation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,496,425 Top 32% higher than 68% 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
The Mcconnell Foundation Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mcconnell Foundation Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mcconnell Foundation Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- The Mcconnell Foundation Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Mcconnell Foundation Profit Sharing Plan reported participants rose from 30 in the plan year 2023 filing to 31 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 946102700 · The Mcconnell Foundation PY 2024 · Profit Sharing
The Mcconnell Foundation Profit Sharing Plan · $17M · 31 · 68th
- IND $17M
- EOY 31
- 5500 68th
- ASSETS Profit Sharing
- PCT near Windber Medical Center 403(b) Plan
- EIN ind #6324
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 Other Services retirement plans → · Plans in California →
The Mcconnell Foundation Profit Sharing Plan in the asset neighbourhood
The Mcconnell Foundation multi-year asset trail
Sponsor-wide plan assets over time
All The Mcconnell Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 38.43094049418075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $13M |
| 2023 | 1 | 30 | $15M |
| 2024 | 1 | 31 | $17M |
The Mcconnell Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 946102700 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
The Mcconnell Foundation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Windber Medical Center 403(b) Plan in PA ($17M); by covered participants it is Amsysco, Inc. Profit Sharing Trust in IL (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (31 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.