401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$565M
Total assets Above avg plan size
3,304
Participants Above avg headcount
98th
Percentile by assets National rank
$171,006
Avg per participant Above avg balance/head
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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.

  • #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.

#21,293
in Professional & Technical Services (21,562 peers)
+14.2%
assets growth YoY
5.7×
vs typical plan assets (national mean)

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's outsized position by total assets

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs every filed plan by assets

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

$565,003,936 Top 2% higher than 98% 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

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan lands in the large band (3,304 participants).

Plan-year Form 5500 strip

Filing strip 381357951 · P & M Holding Group, LLP PY 2022 · 401(k)

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan · $565M · 3,304 · 98th

  • PART $565M
  • TYPE 3,304
  • NET 98th
  • BOOK 401(k)
  • VS-ST near Ingram Micro 401(k) Investment Savings Plan
  • BOY ind #21293

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 Michigan →

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan in the asset neighbourhood

Infineon Technologies Savings PlanInfineon Technologies Saving…$566MMintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement PlanMintz Levin Cohn Ferris Glov…$566MP & M Holding Group, LLP & Affiliated Entities Tax Savings PlanP & M Holding Group, LLP & A…$565MIngram Micro 401(k) Investment Savings PlanIngram Micro 401(k) Investme…$565MPrysmian Group 401(k) Plan$564M
End-of-year total assets ($M) among P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All P & M Holding Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 30.998258214130015% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.09B ▲ +31.3%
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 Scatter plot of 6 data points. 020000400006000080000 -505101520 Total assets ($B) Participants P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan, Total assets ($B): 0.565003936 · Participants: 3304P & M Holding Group, LLP & Affiliated Entities Tax Savings PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan side-by-side with 3 peers →

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ingram Micro 401(k) Investment Savings Plan in CA ($565M); by covered participants it is Drybar Holdings LLC 401(k) Plan in CA (3,304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($565M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,304 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 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).
Which 401(k) plans cover a similar participant headcount to P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drybar Holdings LLC 401(k) Plan in CA (3,304 participants, N/A 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 381357951.

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.