Money Purchase · DOL Form 5500 · 2022
Mahaffey and Mahaffey, Inc. Money Purchase Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $659,190
- Avg per participant High balance/head
Official DOL plan name: Mahaffey and Mahaffey, 401(k) · Sponsored by Mahaffey and Mahaffey, Inc. · California · Professional & Technical Services
$1M in assets, 2 participants
Mahaffey and Mahaffey, Inc.'s Mahaffey and Mahaffey, 401(k) reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,241 in Professional & Technical Services (21,562 peers)
2022 asset change
Mahaffey and Mahaffey, 401(k) pulled back noticeably 12.0% in 2022 ($1M → $1M) for 2 participants.
- #5,241
- in Professional & Technical Services (21,562 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mahaffey and Mahaffey, 401(k) among the smaller filed plans by assets
Mahaffey and Mahaffey, 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,318,380 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mahaffey and Mahaffey, 401(k) among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mahaffey and Mahaffey, 401(k) is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 421575922 · Mahaffey and Mahaffey, Inc. PY 2022 · Money Purchase
Mahaffey and Mahaffey, 401(k) · $1M · 2 · 28th
- RANK $1M
- RANK 2
- RANK 28th
- RANK Money Purchase
- RANK near Retirement Plan of Cassandra M. Milbury Separate Trust for Children
- RANK ind #5241
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 California →
Mahaffey and Mahaffey, 401(k) in the asset neighbourhood
Mahaffey and Mahaffey, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Mahaffey and Mahaffey, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$179K |
| Employer EIN | 421575922 |
| Plan Effective Date | 2003-02-07 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Mahaffey and Mahaffey, 401(k)'s out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is Retirement Plan of Cassandra M. Milbury Separate Trust for Children in PA ($1M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- The Sellon Retirement Plan (NY) 2 · 0 off
- Dr Robert J Lynch Md Keogh (WV) 2 · 0 off
- Money Purchase (VA) 2 · 0 off
- E. James Bodmer, D.P.M., P.C. Profit Sharing Plan (SC) 2 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.