Defined Benefit (Pension) · DOL Form 5500 · 2022

Mariner Finance LLC Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
79
Participants Small participant base
82nd
Percentile by assets National rank
$353,766
Avg per participant High balance/head
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Official DOL plan name: Personal Finance Company LLC Retirement Plan and Trust Agreement · Sponsored by Mariner Finance LLC · Maryland · Finance & Insurance

$28M in assets, 79 participants

Mariner Finance LLC's Personal Finance Company LLC Retirement Plan and Trust Agreement reported $28M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,558 in Finance & Insurance (9,261 peers)

Where Personal Finance Company LLC Retirement Plan and Trust Agreement sits by assets

Personal Finance Company LLC Retirement Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $28M for 79 participants (~$353,766/participant), down 22.6% in 2022.

#6,558
in Finance & Insurance (9,261 peers)
-22.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Personal Finance Company LLC Retirement Plan and Trust Agreement's outsized position by total assets

Personal Finance Company LLC Retirement Plan and Trust Agreement vs every filed plan by assets

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

$27,947,512 Top 18% higher than 82% 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

Personal Finance Company LLC Retirement Plan and Trust Agreement among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Finance Company LLC Retirement Plan and Trust Agreement is a small filing (79 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030433977 · Mariner Finance LLC PY 2022 · Defined Benefit (Pension)

Personal Finance Company LLC Retirement Plan and Trust Agreement · $28M · 79 · 82nd

  • NET $28M
  • NET 79
  • NET 82nd
  • NET Defined Benefit (Pension)
  • NET near Avx Pension Plan for Bargaining Unit and Hourly Employees
  • NET ind #6558

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 Finance & Insurance retirement plans → · Plans in Maryland →

Personal Finance Company LLC Retirement Plan and Trust Agreement in the asset neighbourhood

Avx Pension Plan for Bargaining Unit and Hourly EmployeesAvx Pension Plan for Bargain…$28MLocal 108 Retirement Plan$28MPersonal Finance Company LLC Retirement Plan and Trust AgreementPersonal Finance Company LLC…$28MDyno Nobel Inc. Defined Benefit Pension Plan IIDyno Nobel Inc. Defined Bene…$28MCommunications Workers Local 1109 Pension FundCommunications Workers Local…$28M
End-of-year total assets ($M) among Personal Finance Company LLC Retirement Plan and Trust Agreement and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$28M
Net Income-$8M
Employer EIN030433977
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mariner Finance LLC)

Sponsor-wide plan assets over time

All Mariner Finance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 9.494613577822712% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $103M $113M ▲ +9.5%
Year Plans Participants Total Assets
2022 2 1,981 $103M
2023 2 2,138 $96M
2024 1 2,134 $113M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Personal Finance Company LLC Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Personal Finance Company LLC Retirement Plan and Trust Agreement, Total assets ($B): 0.027947512 · Participants: 79Personal Finance Company LLC Retirement Plan and Trust AgreementLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Personal Finance Company LLC Retirement Plan and Trust Agreement vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Personal Finance Company LLC Retirement Plan and Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Avx Pension Plan for Bargaining Unit and Hourly Employees in SC ($28M); by covered participants it is Timber Products Company Replacement Pension Plan in OR (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Personal Finance Company LLC Retirement Plan and Trust Agreement assets move in 2022?
Personal Finance Company LLC Retirement Plan and Trust Agreement declined sharply - down 22.6% during 2022, from $36M to $28M. Reported net income was -$8M.
How have Mariner Finance LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Mariner Finance LLC's sponsor-wide assets grew 9.5%, from $103M to $113M.
Where does Personal Finance Company LLC Retirement Plan and Trust Agreement rank by assets among Form 5500 filers?
Personal Finance Company LLC Retirement Plan and Trust Agreement ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Personal Finance Company LLC Retirement Plan and Trust Agreement?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Avx Pension Plan for Bargaining Unit and Hourly Employees in SC ($28M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Personal Finance Company LLC Retirement Plan and Trust Agreement?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Timber Products Company Replacement Pension Plan in OR (79 participants, $14M in assets).