Money Purchase · DOL Form 5500 · 2022

P & M Holding Group, LLP Money Purchase Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
1,012
Participants Near avg headcount
96th
Percentile by assets National rank
$207,650
Avg per participant Above avg balance/head
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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.

  • #20,883 in Professional & Technical Services (21,562 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.

#20,883
in Professional & Technical Services (21,562 peers)
+8.6%
assets growth YoY
2.1×
vs typical plan assets (national mean)

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

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

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

$210,141,766 Top 4% higher than 96% 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 Pension 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 Pension Plan lands in the large band (1,012 participants).

DOL schedule card

Filing strip 381357951 · P & M Holding Group, LLP PY 2022 · Money Purchase

P & M Holding Group, LLP & Affiliated Entities Pension Plan · $210M · 1,012 · 96th

  • PCT $210M
  • PCT 1,012
  • PCT 96th
  • PCT Money Purchase
  • PCT near Apache Corporation Money Purchase Retirement Plan
  • PCT ind #20883

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 Pension Plan in the asset neighbourhood

Redwood Empire Electrical Workers Individually Allocated Pension PlanRedwood Empire Electrical Wo…$215MApache Corporation Money Purchase Retirement PlanApache Corporation Money Pur…$211MP & M Holding Group, LLP & Affiliated Entities Pension PlanP & M Holding Group, LLP & A…$210MBillings Clinic Pension Plan$205MCarnegie Institution of Washington Retirement PlanCarnegie Institution of Wash…$204M
End-of-year total assets ($M) among P & M Holding Group, LLP & Affiliated Entities Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$210M
Net Income$17M
Employer EIN381357951
Plan Effective Date1989-07-01
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 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 Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants P & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanMichigan Laborers' Annuity Fund, Total assets ($M): 100.039205 · Participants: 20434Michigan Laborers' Annuity Fund
P & M Holding Group, LLP & Affiliated Entities Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare P & M Holding Group, LLP & Affiliated Entities Pension Plan side-by-side with 3 peers →

P & M Holding Group, LLP & Affiliated Entities Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Apache Corporation Money Purchase Retirement Plan in TX ($211M); by covered participants it is Central Texas College Employees Supplemental Plan and Trust in TX (1,017 participants). Same-state nearby plans are listed separately above.

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 Pension Plan assets move in 2022? ▼
P & M Holding Group, LLP & Affiliated Entities Pension Plan grew at a solid clip - up 8.6% during 2022, from $193M to $210M. Reported net income was $17M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
P & M Holding Group, LLP & Affiliated Entities Pension Plan ranks in the 96th 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 Money Purchase plans are similar in size to P & M Holding Group, LLP & Affiliated Entities Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Apache Corporation Money Purchase Retirement Plan in TX ($211M, 1,394 participants).
Which Money Purchase plans cover a similar participant headcount to P & M Holding Group, LLP & Affiliated Entities Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Central Texas College Employees Supplemental Plan and Trust in TX (1,017 participants, $12M 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.