401(k) · DOL Form 5500 · 2022

P & M Holding Group, LLP 401(k) Plan

Data updated 2026-08-11

$565M
Total assets
3,304
Participants
98th
Percentile by assets
$171,006
Avg per participant
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Official DOL plan name: P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan · Sponsored by P & M Holding Group, LLP · Michigan · Professional & Technical Services

$565M in assets, 3,304 participants

P & M Holding Group, LLP's P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reported $565M in total assets and 3,304 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #21,293 in Professional & Technical Services (21,562 peers)

Coverage in Michigan

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan covers 3,304 participants in Michigan, 5.2x the typical Michigan plan (state average ~638 per filing). Assets: $565M.

$565M
total plan assets (2022 EOY)
3,304
covered participants
98th
percentile by assets (of 139,126 plans)
$171,006
avg assets per participant

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reports 3,304 participants - 5.2x that state average ($565M EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$495M
Net Assets (End of Year)$565M
Net Income$70M
Employer EIN381357951
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P & M Holding Group, LLP)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.09B ▲ +31.3%
Total plan assets by year, all P & M Holding Group, LLP plans on file
Year Plans Participants Total Assets
2022 3 4,670 $831M
2023 3 5,101 $954M
2024 3 5,329 $1.1B

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -505101520 Total assets ($B) Participants P & M Holding Group,…General Motors Retir…Ford Motor Co. Savin…The Dow Chemical Com…The General Motors P…Ford Motor Co. Tax-E…
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan by total assets, not by location.

Frequently Asked Questions

How did P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan assets move in 2022?
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan grew at a solid clip - up 14.2% during 2022, from $495M to $565M. Reported net income was $70M.
How have P & M Holding Group, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), P & M Holding Group, LLP's sponsor-wide assets grew 31.0%, from $831M to $1.1B.
Where does P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan rank by assets among Form 5500 filers?
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan?
Among 401(k) plans in other states, the closest by assets is Ingram Micro 401(k) Investment Savings Plan in CA ($565M, 9,220 participants).

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Filing takeaways

Ways to act on P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's numbers.