Defined Benefit (Pension) · DOL Form 5500 · 2022

Mah & Associates, LLP Pension Plan

Data updated 2026-08-25

$962K
Total assets Small plan by assets
8
Participants Small participant base
25th
Percentile by assets National rank
$120,197
Avg per participant Near avg balance/head
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Official DOL plan name: Ma LLP Cash Balance Plan · Sponsored by Mah & Associates, LLP · California · Professional & Technical Services

$962K in assets, 8 participants

Mah & Associates, LLP's Ma LLP Cash Balance Plan reported $962K in total assets and 8 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.

  • #4,486 in Professional & Technical Services (21,562 peers)

Mah & Associates, LLP multi-year trail

Mah & Associates, LLP's plans moved +39.7% in assets from 2022 to 2024; this filing shows Ma LLP Cash Balance Plan at $962K / 8 participants.

#4,486
in Professional & Technical Services (21,562 peers)
+1.4%
assets growth YoY

Ma LLP Cash Balance Plan among the smaller filed plans by assets

Ma LLP Cash Balance Plan vs every filed plan by assets

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

$961,574 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

Ma LLP Cash Balance 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. Ma LLP Cash Balance Plan is a micro filing (8 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 943342694 · Mah & Associates, LLP PY 2022 · Defined Benefit (Pension)

Ma LLP Cash Balance Plan · $962K · 8 · 25th

  • 5500 $962K
  • ASSETS 8
  • PCT 25th
  • EIN Defined Benefit (Pension)
  • RANK near Cfc Contracting Corp. Defined Benefit Plan
  • PHOTO ind #4486

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 →

Ma LLP Cash Balance Plan in the asset neighbourhood

Free Greasy Lee LLC Defined Benefit PlanFree Greasy Lee LLC Defined …$965KMa LLP Cash Balance Plan$962KCfc Contracting Corp. Defined Benefit PlanCfc Contracting Corp. Define…$962KProducers Retirement Plan TrustProducers Retirement Plan Tr…$957KFlexcraft Industries, Inc. Defined Benefit PlanFlexcraft Industries, Inc. D…$956K
End-of-year total assets ($M) among Ma LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mah & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mah & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.69310561263255% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $15.9M ▲ +39.7%
Year Plans Participants Total Assets
2022 2 20 $11M
2023 2 17 $14M
2024 2 17 $16M

Mah & Associates, LLP filing trail (2022)

Total Assets (Beginning of Year)$948K
Net Assets (End of Year)$962K
Net Income$13K
Employer EIN943342694
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Ma LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ma LLP Cash Balance Plan, Total assets ($B): 0.000961574 · Participants: 8Ma LLP Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Ma LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ma LLP Cash Balance Plan side-by-side with 3 peers →

Ma LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cfc Contracting Corp. Defined Benefit Plan in NY ($962K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($962K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Ma LLP Cash Balance Plan assets move in 2022? ▼
Ma LLP Cash Balance Plan edged up modestly - up 1.4% during 2022, from $948K to $962K. Reported net income was $13K.
How have Mah & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mah & Associates, LLP's sponsor-wide assets grew 39.7%, from $11M to $16M.
Where does Ma LLP Cash Balance Plan rank by assets among Form 5500 filers? ▼
Ma LLP Cash Balance 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 Defined Benefit (Pension) plans are similar in size to Ma LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cfc Contracting Corp. Defined Benefit Plan in NY ($962K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ma LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K 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 943342694.

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.