Money Purchase · DOL Form 5500 · 2022

Charles B Mallin Dds PC Money Purchase Plan

Data updated 2026-08-11

$3M
Total assets
3
Participants
40th
Percentile by assets
$994,544
Avg per participant
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Official DOL plan name: Charles B Mallin Dds PC Pension Plan and Trust · Sponsored by Charles B Mallin Dds PC · Missouri · Healthcare & Social Assistance

$3M in assets, 3 participants

Charles B Mallin Dds PC's Charles B Mallin Dds PC Pension Plan and Trust reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • 40th percentile by assets (of 139,126 plans)
  • #8,784 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Charles B Mallin Dds PC Pension Plan and Trust holds $3M for 3 participants - about $994,544 per participant, in the lower half of filed plans by assets.

$3M
total plan assets (2022 EOY)
3
covered participants
40th
percentile by assets (of 139,126 plans)
$994,544
avg assets per participant

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Money Purchase filing for Charles B Mallin Dds PC Pension Plan and Trust

Money Purchase filing for plan year 2022: EIN 431255308 ; effective since 1982-05-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$27K
Employer EIN431255308
Plan Effective Date1982-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles B Mallin Dds PC)

$-2M$0M$2M$4M$6M$8M 202220232024 $6.39M $0M ▼ -100.0%
Total plan assets by year, all Charles B Mallin Dds PC plans on file
Year Plans Participants Total Assets
2022 2 6 $6M
2023 2 7 $6M
2024 2 6 N/A

Nearby Money Purchase Plans in Missouri

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Charles B Mallin Dds PC Pension Plan and Trust vs. nearby Money Purchase plans in Missouri, assets vs. participants

Charles B Mallin Dds PC Pension Plan and Trust vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Charles B Mallin Dds…Local No. 1 IBEW Pen…NECA-IBEW Pension Be…Saint Louis Universi…Brewery Conference/A…The Children's Mercy…
Charles B Mallin Dds PC Pension Plan and Trust vs. nearby Money Purchase plans in Missouri, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Charles B Mallin Dds PC Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Charles B Mallin Dds PC Pension Plan and Trust assets move in 2022?
Charles B Mallin Dds PC Pension Plan and Trust held essentially flat - down 0.9% during 2022, from $3M to $3M. Reported net income was -$27K.
Which Money Purchase plans are similar in size to Charles B Mallin Dds PC Pension Plan and Trust?
Among Money Purchase plans in other states, the closest by assets is Appraisal Resource Group Inc Money Purchase Plan in WI ($3M, 4 participants).

Next read for Charles B Mallin Dds PC Pension Plan and…

Filing takeaways

Ways to act on Charles B Mallin Dds PC Pension Plan and Trust's numbers.

  • By total assets, Charles B Mallin Dds PC Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Missouri. Compare plans