How big is W.J. Connell Co.'s plan?

W.J. Connell Co.'s plan reported $7.4M in assets and 3 participants for 2024.

Original filing (PDF)20250717144540NAL0000237523001

W.J. Connell Co.

Name: W.J. Connell Co. — W.J. Connell Profit Sharing Plan, Form 5500 (2024)
Creator: W.J. Connell Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.J. Connell Profit Sharing Plan

401(k) retirement plan · W.J. Connell Co.'s W.J. Connell Profit Sharing Plan held $7.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

William J. Shamon Jr. signed W.J. Connell Co.'s 2024 Form 5500 as plan administrator.

William J. Shamon Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

W.J. Connell Co.'s EIN is 04-1202230.

EIN 04-1202230

Plan number 002

Plan year 2024

ACK ID 20250717144540NAL0000237523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.J. Connell Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.J. Connell Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

W.J. CONNELL CO.

EIN

all filings

Address

118 NEWBURY STREET SUITE 2 · BOSTON, MA · 02116

Phone

(508) 254-3123

Industry

Wholesale Trade

Plan administrator