Profit Sharing · DOL Form 5500 · 2024

Mcconnell Valdes LLC Profit Sharing Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
141
Participants Small participant base
89th
Percentile by assets National rank
$572,826
Avg per participant High balance/head
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Official DOL plan name: Mcv Retirement Plan · Sponsored by Mcconnell Valdes LLC · Puerto Rico · Professional & Technical Services

$81M in assets, 141 participants

Mcconnell Valdes LLC's Mcv Retirement Plan reported $81M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,144 in Professional & Technical Services (20,173 peers)

Where Mcv Retirement Plan sits by assets

Mcv Retirement Plan sits in the top quartile of all filed plans by assets, $81M for 141 participants (~$572,826/participant), up 10.1% in 2024.

#18,144
in Professional & Technical Services (20,173 peers)
+10.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Mcv Retirement Plan's outsized position by total assets

Mcv Retirement Plan vs every filed plan by assets

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

$80,768,479 Top 11% higher than 89% 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

Mcv Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcv Retirement Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcv Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Mcv Retirement Plan end-of-year assets rose from $73M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Mcv Retirement Plan reported participants rose from 138 in the plan year 2023 filing to 141 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660226027 · Mcconnell Valdes LLC PY 2024 · Profit Sharing

Mcv Retirement Plan · $81M · 141 · 89th

  • EIN $81M
  • RANK 141
  • PHOTO 89th
  • IND Profit Sharing
  • EOY near Nutter, Mcclennen & Fish, LLP Lawyers Retirement Plan
  • 5500 ind #18144

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 Puerto Rico →

Mcv Retirement Plan in the asset neighbourhood

Goodwill Industries Employee Retirement and Incentive PlanGoodwill Industries Employee…$81MNutter, Mcclennen & Fish, LLP Lawyers Retirement PlanNutter, Mcclennen & Fish, LL…$81MMcv Retirement Plan$81MUnited Regional Health Care System 401(a) Retirement Savings PlanUnited Regional Health Care …$80MI.U.P.a.T. of Western PA Annuity FundI.U.P.a.T. of Western PA Ann…$80M
End-of-year total assets ($M) among Mcv Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$81M
Net Income$7M
Employer EIN660226027
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcconnell Valdes LLC)

Sponsor-wide plan assets over time

All Mcconnell Valdes LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.977681707661592% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.2M $80.8M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 121 $61M
2023 1 138 $73M
2024 1 141 $81M

Nearby Profit Sharing Plans in Puerto Rico

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

Mcv Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants Mcv Retirement Plan, Total assets ($M): 80.768479 · Participants: 141Mcv Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Mcv Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Mcv Retirement Plan side-by-side with 3 peers →

Mcv Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Nutter, Mcclennen & Fish, LLP Lawyers Retirement Plan in MA ($81M); by covered participants it is Macc 403(b) Retirement Savings Plan in MN (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Mcv Retirement Plan assets move in 2024? ▼
Mcv Retirement Plan grew at a solid clip - up 10.1% during 2024, from $73M to $81M. Reported net income was $7M.
How have Mcconnell Valdes LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcconnell Valdes LLC's sponsor-wide assets grew 32.0%, from $61M to $81M.
Where does Mcv Retirement Plan rank by assets among Form 5500 filers? ▼
Mcv Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Mcv Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nutter, Mcclennen & Fish, LLP Lawyers Retirement Plan in MA ($81M, 103 participants).
Which Profit Sharing plans cover a similar participant headcount to Mcv Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Macc 403(b) Retirement Savings Plan in MN (141 participants, $6M 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 660226027.

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.