Money Purchase · DOL Form 5500 · 2024
Mccormick Kennedy & Robinson PC Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 3
- Participants
- 25th
- Percentile by assets
- $409,316
- Avg per participant
Official DOL plan name: Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan · Sponsored by Mccormick Kennedy & Robinson PC · Colorado · Professional & Technical Services
$1M in assets, 3 participants
Mccormick Kennedy & Robinson PC's Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan reported $1M in total assets and 3 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.
- 25th percentile by assets (of 123,622 plans)
- #4,034 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan holds $1M for 3 participants - about $409,316 per participant, in the lower half of filed plans by assets.
- $1M
- total plan assets (2024 EOY)
- 3
- covered participants
- 25th
- percentile by assets (of 123,622 plans)
- $409,316
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan reported net income fell from $78K in the plan year 2023 filing to $33K in the plan year 2024 filing.
- Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Money Purchase filing for Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan
Money Purchase filing for plan year 2024: EIN 840853221 ; effective since 1982-06-30 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $33K |
| Employer EIN | 840853221 |
| Plan Effective Date | 1982-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mccormick Kennedy & Robinson PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $2M |
| 2023 | 2 | 6 | $2M |
| 2024 | 2 | 6 | $2M |
Nearby Money Purchase Plans in Colorado
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan vs. nearby Money Purchase plans in Colorado, assets vs. participants
- Valley View Hospital Money Purchase Plan $55M · 1,100
- Salud Family Health Retirement Plan $34M · 528
- Critical Care & Pulmonary Consultants, PC, Money Purchase Pension Plan $28M · 120
- American Medical Response Hawaii Money Purchase Pension Plan $20M · 33
- San Luis Valley Health Money Purchase Plan $18M · 611
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan assets move in 2024? ▼
How have Mccormick Kennedy & Robinson PC plan assets changed over time? ▼
Where does Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan? ▼
Next read for Mccormick Kennedy & Robinson PC Employee…
Filing takeaways
Ways to act on Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan's numbers.
- By total assets, Mccormick Kennedy & Robinson PC Employee Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Colorado. Compare plans
- Mccormick Kennedy & Robinson PC's sponsor-wide assets have grown 0.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans