401(k) · DOL Form 5500 · 2022

C.C. Johnson & Malhotra, PC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
81
Participants Small participant base
62nd
Percentile by assets National rank
$107,222
Avg per participant Below avg balance/head
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Official DOL plan name: C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan · Sponsored by C.C. Johnson & Malhotra, PC · Maryland · Professional & Technical Services

$9M in assets, 81 participants

C.C. Johnson & Malhotra, PC's C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan reported $9M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,029 in Professional & Technical Services (21,562 peers)

C.C. Johnson & Malhotra, PC multi-year trail

C.C. Johnson & Malhotra, PC's plans moved +49.2% in assets from 2022 to 2024; this filing shows C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan at $9M / 81 participants.

#13,029
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,685,010 Top 38% higher than 62% of 139,123 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 2022

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan is a small filing (81 participants) on this national headcount ladder.

DOL schedule card

Filing strip 521150780 · C.C. Johnson & Malhotra, PC PY 2022 · 401(k)

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan · $9M · 81 · 62nd

  • EIN $9M
  • RANK 81
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Jerry Pate Company Retirement Plan
  • 5500 ind #13029

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 Maryland →

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan in the asset neighbourhood

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings PlanC.C. Johnson & Malhotra, PC …$9MProvenir Group Holdings, LLC$9MA.G. Rhodes Health & Rehab Management, Inc. 403(b) PlanA.G. Rhodes Health & Rehab M…$9MAsphalt and Fuel Transport LLC 401(k) Profit Sharing Plan & TrustAsphalt and Fuel Transport L…$9MJerry Pate Company Retirement PlanJerry Pate Company Retiremen…$9M
End-of-year total assets ($M) among C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

C.C. Johnson & Malhotra, PC multi-year asset trail

Sponsor-wide plan assets over time

All C.C. Johnson & Malhotra, PC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 49.16064575630886% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.69M $13M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 81 $9M
2023 1 86 $11M
2024 1 81 $13M

C.C. Johnson & Malhotra, PC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN521150780
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

Peer 401(k) plans, same state, same plan type, ranked by total assets.

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan, Total assets ($B): 0.00868501 · Participants: 81C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan side-by-side with 3 peers →

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Jerry Pate Company Retirement Plan in FL ($9M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan assets move in 2022? ▼
C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan pulled back noticeably - down 14.5% during 2022, from $10M to $9M. Reported net income was -$1M.
How have C.C. Johnson & Malhotra, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.C. Johnson & Malhotra, PC's sponsor-wide assets grew 49.2%, from $9M to $13M.
Which 401(k) plans are similar in size to C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jerry Pate Company Retirement Plan in FL ($9M, 166 participants).
Which 401(k) plans cover a similar participant headcount to C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521150780.

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.