401(k) · DOL Form 5500 · 2022

Mallory & Evans Development, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$3M
Total assets
85
Participants
18th
Percentile by assets

Sponsored by Mallory & Evans Development, LLC · Georgia · Real Estate

What the 2022 filing shows

Mallory & Evans Development, LLC 401(k) Plan holds $3M for 85 participants - about $36,412 per participant, among the smaller plans by assets on file, down 18.3% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
85
covered participants
18th
percentile by assets (of 84,055 plans)
$36,412
avg assets per participant

The plan reported a net loss of $694K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
85
State
Industry
Real Estate

What the Filing Says About Mallory & Evans Development, LLC 401(k) Plan

Mallory & Evans Development, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Mallory & Evans Development, LLC, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 85 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 760716934, and the plan has been effective since 1986-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end - a decline of 18.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-693,804 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-693,804
Plan Type401(k)
Employer EIN760716934
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Mallory & Evans Development, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Mallory & Evans Development, LLC 401(k) Plan holds $3M in total assets with 85 participants. It is sponsored by Mallory & Evans Development, LLC.
What type of plan is Mallory & Evans Development, LLC 401(k) Plan?
Mallory & Evans Development, LLC 401(k) Plan is a 401(k) plan. It has been effective since 1986-12-01. The plan is filed with the U.S. Department of Labor under EIN 760716934.
Who sponsors the Mallory & Evans Development, LLC 401(k) Plan?
Mallory & Evans Development, LLC 401(k) Plan is sponsored by Mallory & Evans Development, LLC, located in Georgia. The sponsor's EIN is 760716934 and the plan operates in the Real Estate industry.
How did Mallory & Evans Development, LLC 401(k) Plan perform in 2022?
Mallory & Evans Development, LLC 401(k) Plan declined by 18.3% during 2022, moving from $4M to $3M in total assets. Net income was $-693,804.
Where can I find official filings for Mallory & Evans Development, LLC 401(k) Plan?
Official Form 5500 filings for Mallory & Evans Development, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 760716934 or plan name at efast.dol.gov.
How does Mallory & Evans Development, LLC 401(k) Plan compare to other plans?
You can compare Mallory & Evans Development, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 760716934.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.