Defined Benefit (Pension) · DOL Form 5500 · 2022
P & M Trading, Inc. Pension Plan
Data updated 2026-08-25
- $667K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $333,269
- Avg per participant High balance/head
Official DOL plan name: P & M Trading, Inc. Pension Plan · Sponsored by P & M Trading, Inc. · New York · Retail Trade
$667K in assets, 2 participants
P & M Trading, Inc.'s P & M Trading, Inc. Pension Plan reported $667K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #2,912 in Retail Trade (9,519 peers)
2022 asset change
P & M Trading, Inc. Pension Plan surged 57.0% in 2022 ($425K → $667K) for 2 participants.
- #2,912
- in Retail Trade (9,519 peers)
- +57.0%
- assets growth YoY
P & M Trading, Inc. Pension Plan among the smaller filed plans by assets
P & M Trading, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$666,537 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
P & M Trading, Inc. Pension 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. P & M Trading, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 270399269 · P & M Trading, Inc. PY 2022 · Defined Benefit (Pension)
P & M Trading, Inc. Pension Plan · $667K · 2 · 21st
- PART $667K
- TYPE 2
- NET 21st
- BOOK Defined Benefit (Pension)
- VS-ST near M-Kov, Inc. Defined Benefit Plan
- BOY ind #2912
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 Retail Trade retirement plans → · Plans in New York →
P & M Trading, Inc. Pension Plan in the asset neighbourhood
P & M Trading, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All P & M Trading, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $672K 0.8407635285062945% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $667K |
| 2023 | 1 | 2 | $672K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $425K |
|---|---|
| Net Assets (End of Year) | $667K |
| Net Income | $242K |
| Employer EIN | 270399269 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
P & M Trading, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is M-Kov, Inc. Defined Benefit Plan in WA ($668K); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($667K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.