Profit Sharing · DOL Form 5500 · 2022

Jeff G. Mallett & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$506,128
Avg per participant High balance/head
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Official DOL plan name: Jeff G. Mallett & Co., Inc. - Profit Sharing Plan · Sponsored by Jeff G. Mallett & Co., Inc. · Texas · Real Estate

$1M in assets, 2 participants

Jeff G. Mallett & Co., Inc.'s Jeff G. Mallett & Co., Inc. - Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 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.

  • #2,108 in Real Estate (5,057 peers)

Jeff G. Mallett & Co., Inc. multi-year trail

Jeff G. Mallett & Co., Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Jeff G. Mallett & Co., Inc. - Profit Sharing Plan at $1M / 2 participants.

#2,108
in Real Estate (5,057 peers)
-18.6%
assets change YoY

The plan reported a net loss of $231K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan among the smaller filed plans by assets

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs every filed plan by assets

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

$1,012,256 25th percentile higher than 25% 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

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeff G. Mallett & Co., Inc. - Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 760560489 · Jeff G. Mallett & Co., Inc. PY 2022 · Profit Sharing

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan · $1M · 2 · 25th

  • SCH $1M
  • SCH 2
  • SCH 25th
  • SCH Profit Sharing
  • SCH near Benevilla 403(b) Plan
  • SCH ind #2108

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 Real Estate retirement plans → · Plans in Texas →

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan in the asset neighbourhood

Jeff G. Mallett & Co., Inc. - Profit Sharing PlanJeff G. Mallett & Co., Inc. …$1MBenevilla 403(b) Plan$1MEva Longoria Inc Profit Sharing PlanEva Longoria Inc Profit Shar…$1MBaronick Funeral Home & Crematorium PspBaronick Funeral Home & Crem…$1MH & S Washington, Inc. Retirement PlanH & S Washington, Inc. Retir…$1M
End-of-year total assets ($M) among Jeff G. Mallett & Co., Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Jeff G. Mallett & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeff G. Mallett & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.108810419498624% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.28M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Jeff G. Mallett & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$231K
Employer EIN760560489
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Jeff G. Mallett & Co., Inc. - Profit Sharing Plan, Total assets ($B): 0.001012256 · Participants: 2Jeff G. Mallett & Co., Inc. - Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Jeff G. Mallett & Co., Inc. - Profit Sharing Plan side-by-side with 3 peers →

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Benevilla 403(b) Plan in AZ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

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 Jeff G. Mallett & Co., Inc. - Profit Sharing Plan assets move in 2022? ▼
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan declined sharply - down 18.6% during 2022, from $1M to $1M. Reported net income was -$231K.
How have Jeff G. Mallett & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff G. Mallett & Co., Inc.'s sponsor-wide assets grew 26.1%, from $1M to $1M.
Where does Jeff G. Mallett & Co., Inc. - Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jeff G. Mallett & Co., Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Benevilla 403(b) Plan in AZ ($1M, 86 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeff G. Mallett & Co., Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 760560489.

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.