401(k) · DOL Form 5500 · 2022

M&h Partners in Wealth Savings Plan

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

$227M
Total assets
2,341
Participants
93th
Percentile by assets

Sponsored by Mann & Hummel Filtration Technology Group, Inc. · North Carolina · Retail Trade

What the 2022 filing shows

M&h Partners in Wealth Savings Plan holds $227M for 2,341 participants - about $96,840 per participant, in the top 10% of all filed plans by assets, up 28.4% over the 2022 plan year.

$227M
total plan assets (2022 EOY)
2,341
covered participants
93th
percentile by assets (of 84,055 plans)
$96,840
avg assets per participant

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$227M
Participants
2,341
Industry
Retail Trade

What the Filing Says About M&h Partners in Wealth Savings Plan

M&h Partners in Wealth Savings Plan is a 401(k) retirement plan sponsored by Mann & Hummel Filtration Technology Group, Inc., headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $227M in total end-of-year assets and covers 2,341 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 201483322, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2022 to $227M at year-end - a gain of 28.4%. Net assets (after liabilities) closed the year at $227M, with reported net income of $-40,961,043 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)$177M
Total Assets (End of Year)$227M
Net Assets (End of Year)$227M
Net Income$-40,961,043
Plan Type401(k)
Employer EIN201483322
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the M&h Partners in Wealth Savings Plan?
As of the 2022 Form 5500 filing, M&h Partners in Wealth Savings Plan holds $227M in total assets with 2,341 participants. It is sponsored by Mann & Hummel Filtration Technology Group, Inc..
What type of plan is M&h Partners in Wealth Savings Plan?
M&h Partners in Wealth Savings Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 201483322.
Who sponsors the M&h Partners in Wealth Savings Plan?
M&h Partners in Wealth Savings Plan is sponsored by Mann & Hummel Filtration Technology Group, Inc., located in North Carolina. The sponsor's EIN is 201483322 and the plan operates in the Retail Trade industry.
How did M&h Partners in Wealth Savings Plan perform in 2022?
M&h Partners in Wealth Savings Plan grew by 28.4% during 2022, moving from $177M to $227M in total assets. Net income was $-40,961,043.
Where can I find official filings for M&h Partners in Wealth Savings Plan?
Official Form 5500 filings for M&h Partners in Wealth Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201483322 or plan name at efast.dol.gov.
How does M&h Partners in Wealth Savings Plan compare to other plans?
You can compare M&h Partners in Wealth Savings Plan against other 401(k) plans on the plan type page, or view plans in North Carolina 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 201483322.

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.