Money Purchase · DOL Form 5500 · 2022

Charles B Mallin Dds PC Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$994,544
Avg per participant High balance/head
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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.

  • #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.

#8,784
in Healthcare & Social Assistance (20,060 peers)
-0.9%
assets change YoY

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.

Charles B Mallin Dds PC Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Charles B Mallin Dds PC Pension Plan and Trust vs every filed plan by assets

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

$2,983,633 40th percentile higher than 40% 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

Charles B Mallin Dds PC Pension Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles B Mallin Dds PC Pension Plan and Trust is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 431255308 · Charles B Mallin Dds PC PY 2022 · Money Purchase

Charles B Mallin Dds PC Pension Plan and Trust · $3M · 3 · 40th

  • VS-ST $3M
  • VS-ST 3
  • VS-ST 40th
  • VS-ST Money Purchase
  • VS-ST near Appraisal Resource Group Inc Money Purchase Plan
  • VS-ST ind #8784

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Charles B Mallin Dds PC Pension Plan and Trust in the asset neighbourhood

Appraisal Resource Group Inc Money Purchase PlanAppraisal Resource Group Inc…$3MKittson Memorial Hospital Association Dba Kittson Healthcare Employees Pension PlanKittson Memorial Hospital As…$3MEmmanuel F. Troulakis Md Retirement PlanEmmanuel F. Troulakis Md Ret…$3MCharles B Mallin Dds PC Pension Plan and TrustCharles B Mallin Dds PC Pens…$3MHarrison Community Hospital Employees Pension PlanHarrison Community Hospital …$3M
End-of-year total assets ($M) among Charles B Mallin Dds PC Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Charles B Mallin Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.39M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -200002000400060008000 -0.500.511.52 Total assets ($B) Participants Charles B Mallin Dds PC Pension Plan and Trust, Total assets ($B): 0.002983633 · Participants: 3Charles B Mallin Dds PC Pension Plan and TrustLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.468547543 · Participants: 4522Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.816691381 · Participants: 3894NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.65948638 · Participants: 2110Saint Louis University Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.458065235 · Participants: 2445Brewery Conference/Anheuser-Busch Defined Contribution PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.433209554 · Participants: 5977The Children's Mercy Hospital Retirement Plan
Charles B Mallin Dds PC Pension Plan and Trust vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Charles B Mallin Dds PC Pension Plan and Trust side-by-side with 3 peers →

Charles B Mallin Dds PC Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Appraisal Resource Group Inc Money Purchase Plan in WI ($3M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 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).
Which Money Purchase plans cover a similar participant headcount to Charles B Mallin Dds PC Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 431255308.

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.