Profit Sharing · DOL Form 5500 · 2022

The Mallory Group Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
232
Participants Below avg headcount
33rd
Percentile by assets National rank
$8,371
Avg per participant Low balance/head
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Official DOL plan name: The Mallory Group Retirement Savings Plan · Sponsored by The Mallory Group Incorporated · Tennessee · Transportation & Warehousing

$2M in assets, 232 participants

The Mallory Group Incorporated's The Mallory Group Retirement Savings Plan reported $2M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,294 in Transportation & Warehousing (3,876 peers)

Coverage in Tennessee

The Mallory Group Retirement Savings Plan covers 232 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#1,294
in Transportation & Warehousing (3,876 peers)
-0.7%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mallory Group Retirement Savings Plan among the smaller filed plans by assets

The Mallory Group Retirement Savings Plan vs every filed plan by assets

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

$1,942,050 33rd percentile higher than 33% 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

The Mallory Group Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mallory Group Retirement Savings Plan sits mid-pack in the medium band (232 participants).

DOL schedule card

Filing strip 620291330 · The Mallory Group Incorporated PY 2022 · Profit Sharing

The Mallory Group Retirement Savings Plan · $2M · 232 · 33rd

  • TYPE $2M
  • TYPE 232
  • TYPE 33rd
  • TYPE Profit Sharing
  • TYPE near New England Needles, Inc. Profit Sharing Plan and Trust
  • TYPE ind #1294

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

The Mallory Group Retirement Savings Plan in the asset neighbourhood

Pechman Investments LLC Profit Sharing Plan and TrustPechman Investments LLC Prof…$2MThe Mallory Group Retirement Savings PlanThe Mallory Group Retirement…$2MNew England Needles, Inc. Profit Sharing Plan and TrustNew England Needles, Inc. Pr…$2MMusic Media & Management Profit Sharing PlanMusic Media & Management Pro…$2MRtn Midlantic Group, LLC Profit Sharing PlanRtn Midlantic Group, LLC Pro…$2M
End-of-year total assets ($M) among The Mallory Group Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$14K
Employer EIN620291330
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mallory Group Incorporated)

Sponsor-wide plan assets over time

All The Mallory Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$31M 43.89131678321894% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $31.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 2 532 $22M
2023 2 487 $29M
2024 2 465 $31M

Nearby Profit Sharing Plans in Tennessee

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

The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600 Total assets ($M) Participants The Mallory Group Retirement Savings Plan, Total assets ($M): 1.94205 · Participants: 232The Mallory Group Retirement Savings PlanBallad Health 401(a) Plan, Total assets ($M): 463.186741 · Participants: 5937Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 77.087682 · Participants: 740Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 65.745095 · Participants: 1451New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 53.69646 · Participants: 236Ulps Employee Savings PlanUniversity School of Nashville Retirement Plan, Total assets ($M): 33.845021 · Participants: 209University School of Nashville Retirement Plan
The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare The Mallory Group Retirement Savings Plan side-by-side with 3 peers →

The Mallory Group Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is New England Needles, Inc. Profit Sharing Plan and Trust in CT ($2M); by covered participants it is 535 Main LLC Profit Sharing Plan in KY (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 The Mallory Group Retirement Savings Plan assets move in 2022? ▼
The Mallory Group Retirement Savings Plan held essentially flat - down 0.7% during 2022, from $2M to $2M. Reported net income was -$14K.
How have The Mallory Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mallory Group Incorporated's sponsor-wide assets grew 43.9%, from $22M to $31M.
Which Profit Sharing plans are similar in size to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is New England Needles, Inc. Profit Sharing Plan and Trust in CT ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 535 Main LLC Profit Sharing Plan in KY (232 participants, $3M 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 620291330.

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.