Profit Sharing · DOL Form 5500 · 2022

David E Mallen Profit Sharing Plan

Data updated 2026-08-25

$578K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$578,360
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David E Mallen, Pension Plan · Sponsored by David E Mallen · Florida · Professional & Technical Services

$578K in assets, 1 participants

David E Mallen's David E Mallen, Pension Plan reported $578K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,419 in Professional & Technical Services (21,562 peers)

David E Mallen multi-year trail

David E Mallen's plans moved +57.0% in assets from 2022 to 2024; this filing shows David E Mallen, Pension Plan at $578K / 1 participant.

#3,419
in Professional & Technical Services (21,562 peers)
-30.4%
assets change YoY

The plan reported a net loss of $252K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David E Mallen, Pension Plan among the smaller filed plans by assets

David E Mallen, Pension Plan vs every filed plan by assets

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

$578,360 20th percentile higher than 20% 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

David E Mallen, 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. David E Mallen, Pension Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 593301824 · David E Mallen PY 2022 · Profit Sharing

David E Mallen, Pension Plan · $578K · 1 · 20th

  • 5500 $578K
  • 5500 1
  • 5500 20th
  • 5500 Profit Sharing
  • 5500 near Pcl Retirenment Plan
  • 5500 ind #3419

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 Professional & Technical Services retirement plans → · Plans in Florida →

David E Mallen, Pension Plan in the asset neighbourhood

David E Mallen, Pension Plan$578KPcl Retirenment Plan$579KSally a. Herald Accountancy Corporation Profit Sharing PlanSally a. Herald Accountancy …$579KNelson R. Medina Moreno Retiremen PlanNelson R. Medina Moreno Reti…$579KRostrum Management Company Retirement PlanRostrum Management Company R…$579K
End-of-year total assets ($M) among David E Mallen, Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

David E Mallen multi-year asset trail

Sponsor-wide plan assets over time

All David E Mallen plans reported in each filing year

Latest sponsor-wide plan assets
$908K 56.969188740576804% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.58M $0.91M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 1 $578K
2023 1 1 $765K
2024 1 1 $908K

David E Mallen filing trail (2022)

Total Assets (Beginning of Year)$830K
Net Assets (End of Year)$578K
Net Income-$252K
Employer EIN593301824
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

David E Mallen, Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants David E Mallen, Pension Plan, Total assets ($B): 0.00057836 · Participants: 1David E Mallen, Pension PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
David E Mallen, Pension Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare David E Mallen, Pension Plan side-by-side with 3 peers →

David E Mallen, Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Pcl Retirenment Plan in PR ($579K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 David E Mallen, Pension Plan assets move in 2022? ▼
David E Mallen, Pension Plan contracted severely - down 30.4% during 2022, from $830K to $578K. Reported net income was -$252K.
How have David E Mallen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David E Mallen's sponsor-wide assets grew 57.0%, from $578K to $908K.
Where does David E Mallen, Pension Plan rank by assets among Form 5500 filers? ▼
David E Mallen, Pension Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to David E Mallen, Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pcl Retirenment Plan in PR ($579K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to David E Mallen, Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 593301824.

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.