Defined Benefit (Pension) · DOL Form 5500 · 2022
Mauldin Management Company Pension Plan
Data updated 2026-08-25
- $262K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 13th
- Percentile by assets National rank
Official DOL plan name: Mauldin Management Defined Benefit Cash Balance Plan & Trust · Sponsored by Mauldin Management Company · Texas · Finance & Insurance
$262K in assets, N/A participants
Mauldin Management Company's Mauldin Management Defined Benefit Cash Balance Plan & Trust reported $262K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.
- #717 in Finance & Insurance (9,261 peers)
2022 asset change
Mauldin Management Defined Benefit Cash Balance Plan & Trust contracted severely 80.5% in 2022 ($1M → $262K) for N/A participants.
- #717
- in Finance & Insurance (9,261 peers)
- -80.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mauldin Management Defined Benefit Cash Balance Plan & Trust among the smaller filed plans by assets
Mauldin Management Defined Benefit Cash Balance Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$261,661 13th percentile higher than 13% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 201105165 · Mauldin Management Company PY 2022 · Defined Benefit (Pension)
Mauldin Management Defined Benefit Cash Balance Plan & Trust · $262K · N/A · 13th
- VS-ST $262K
- BOY N/A
- SCH 13th
- EBSA Defined Benefit (Pension)
- PART near Asian American Senior Citizens Service Center
- TYPE ind #717
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 Texas →
Mauldin Management Defined Benefit Cash Balance Plan & Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $262K |
| Net Income | -$1M |
| Employer EIN | 201105165 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
Mauldin Management Defined Benefit Cash Balance Plan & Trust's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Texas, the nearest Defined Benefit (Pension) by end-of-year assets is Asian American Senior Citizens Service Center in CA at $261K (this filing: $262K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($262K here).
- Asian American Senior Citizens Service Center (CA) $261K · 2
- Roofers Local 195 Pension Fund (NY) $261K · N/A
- Corvac Composites, LLC Portable Pension Plan (MI) $258K · 90
- Asian American Senior Citizens Service Center (CA) $266K · 2
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.