Money Purchase · DOL Form 5500 · 2022
P & M Holding Group, LLP Money Purchase Plan
Data updated 2026-08-06
- $210M
- Total assets
- 1,012
- Participants
- 96th
- Percentile by assets
- $207,650
- Avg per participant
Official DOL plan name: P & M Holding Group, LLP & Affiliated Entities Pension Plan · Sponsored by P & M Holding Group, LLP · Michigan · Professional & Technical Services
$210M in assets, 1,012 participants
P & M Holding Group, LLP's P & M Holding Group, LLP & Affiliated Entities Pension Plan reported $210M in total assets and 1,012 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,258 plans)
- #20,897 in Professional & Technical Services (21,577 peers)
Where P & M Holding Group, LLP & Affiliated Entities Pension Plan sits by assets
P & M Holding Group, LLP & Affiliated Entities Pension Plan sits in the top 5% of all filed plans by assets, $210M for 1,012 participants (~$207,650/participant), up 8.6% in 2022.
- $210M
- total plan assets (2022 EOY)
- 1,012
- covered participants
- 96th
- percentile by assets (of 139,258 plans)
- $207,650
- avg assets per participant
P & M Holding Group, LLP & Affiliated Entities Pension Plan vs the 2022 asset distribution
By assets, P & M Holding Group, LLP & Affiliated Entities Pension Plan outranks 96% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | $17M |
| Employer EIN | 381357951 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & M Holding Group, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,670 | $831M |
| 2023 | 3 | 5,101 | $954M |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
P & M Holding Group, LLP & Affiliated Entities Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- Michigan Laborers' Annuity Fund $100M · 20,434
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to P & M Holding Group, LLP & Affiliated Entities Pension Plan by total assets, not by location.
- Apache Corporation Money Purchase Retirement Plan (TX) $211M · 1,394
- Billings Clinic Pension Plan (MT) $205M · 3,408
- Redwood Empire Electrical Workers Individually Allocated Pension Plan (CA) $215M · 893
- Carnegie Institution of Washington Retirement Plan (DC) $204M · 494
Frequently Asked Questions
How did P & M Holding Group, LLP & Affiliated Entities Pension Plan assets move in 2022? ▼
How have P & M Holding Group, LLP plan assets changed over time? ▼
Where does P & M Holding Group, LLP & Affiliated Entities Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to P & M Holding Group, LLP & Affiliated Entities Pension Plan? ▼
Next read for P & M Holding Group, LLP & Affiliated En…
Scale reading
Ways to act on P & M Holding Group, LLP & Affiliated Entities Pension Plan's numbers.
- By total assets, P & M Holding Group, LLP & Affiliated Entities Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- P & M Holding Group, LLP's sponsor-wide assets have grown 14.7% since 2022 across 2 plan years on file. More Professional & Technical Services plans