Money Purchase · DOL Form 5500 · 2024

Mccormick Kennedy & Robinson PC Money Purchase Plan

Data updated 2026-08-25

$934K
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$311,429
Avg per participant High balance/head
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Official DOL plan name: Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan · Sponsored by Mccormick Kennedy & Robinson PC · Colorado · Professional & Technical Services

$934K in assets, 3 participants

Mccormick Kennedy & Robinson PC's Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan reported $934K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,548 in Professional & Technical Services (20,173 peers)

2024 asset change

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan pulled back noticeably 12.0% in 2024 ($1M → $934K) for 3 participants.

#3,548
in Professional & Technical Services (20,173 peers)
-12.0%
assets change YoY

The plan reported a net loss of $128K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan among the smaller filed plans by assets

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan vs every filed plan by assets

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

$934,286 23rd percentile higher than 23% 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

Mccormick Kennedy & Robinson PC Employee Pension Benefit 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. Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan reported net income fell from $21K in the plan year 2023 filing to -$128K in the plan year 2024 filing.
  • Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan end-of-year assets fell from $1M in the plan year 2023 filing to $934K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 840853221 · Mccormick Kennedy & Robinson PC PY 2024 · Money Purchase

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan · $934K · 3 · 23rd

  • BOY $934K
  • SCH 3
  • EBSA 23rd
  • PART Money Purchase
  • TYPE near Insulators and Allied Workers Local No. 46 Annuity Fund
  • NET ind #3548

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 Colorado →

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan in the asset neighbourhood

Meng Kao Tseng M.D. Money Purchase PlanMeng Kao Tseng M.D. Money Pu…$937KMccormick Kennedy & Robinson PC Employee Pension Benefit PlanMccormick Kennedy & Robinson…$934KInsulators and Allied Workers Local No. 46 Annuity FundInsulators and Allied Worker…$934KSan Pablo Gastroenterology & Retina Center of Puerto Rico Retirement PlanSan Pablo Gastroenterology &…$932KDae Sik Rho, Md Self-Employed Retirement PlanDae Sik Rho, Md Self-Employe…$932K
End-of-year total assets ($M) among Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Mccormick Kennedy & Robinson PC years around the 2024 move

Sponsor-wide plan assets over time

All Mccormick Kennedy & Robinson PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.2398170473621284% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M 202220232024 $2.16M $2.16M ▲ +0.0%
Year Plans Participants Total Assets
2022 2 6 $2M
2023 2 6 $2M
2024 2 6 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$934K
Net Income-$128K
Employer EIN840853221
Plan Effective Date1982-06-30
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Colorado

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

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -200204060 Total assets ($M) Participants Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan, Total assets ($M): 0.934286 · Participants: 3Mccormick Kennedy & Robinson PC Employee Pension Benefit PlanValley View Hospital Money Purchase Plan, Total assets ($M): 55.40841 · Participants: 1100Valley View Hospital Money Purchase PlanSalud Family Health Retirement Plan, Total assets ($M): 33.71998 · Participants: 528Salud Family Health Retirement PlanCritical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan, Total assets ($M): 28.152749 · Participants: 120Critical Care & Pulmonary Consultants, PC, Money Purchase Pension PlanAmerican Medical Response Hawaii Money Purchase Pension Plan, Total assets ($M): 20.175791 · Participants: 33American Medical Response Hawaii Money Purchase Pension PlanSan Luis Valley Health Money Purchase Plan, Total assets ($M): 18.25732 · Participants: 611San Luis Valley Health Money Purchase Plan
Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
Compare Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan side-by-side with 3 peers →

Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Colorado, the nearest Money Purchase by assets is Insulators and Allied Workers Local No. 46 Annuity Fund in TN ($934K); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan assets move in 2024? ▼
Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan pulled back noticeably - down 12.0% during 2024, from $1M to $934K. Reported net income was -$128K.
How have Mccormick Kennedy & Robinson PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mccormick Kennedy & Robinson PC's sponsor-wide assets grew 0.2%, from $2M to $2M.
Where does Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan rank by assets among Form 5500 filers? ▼
Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Insulators and Allied Workers Local No. 46 Annuity Fund in TN ($934K, N/A participants).
Which Money Purchase plans cover a similar participant headcount to Mccormick Kennedy & Robinson PC Employee Pension Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A 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 840853221.

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.