Defined Benefit (Pension) · DOL Form 5500 · 2022

P&m Holding Group, LLP Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
354
Participants Below avg headcount
89th
Percentile by assets National rank
$158,007
Avg per participant Above avg balance/head
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Official DOL plan name: P&m Holding Group, LLP Cash Balance Plan · Sponsored by P&m Holding Group, LLP · Michigan · Professional & Technical Services

$56M in assets, 354 participants

P&m Holding Group, LLP's P&m Holding Group, LLP Cash Balance Plan reported $56M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,401 in Professional & Technical Services (21,562 peers)

Where P&m Holding Group, LLP Cash Balance Plan sits by assets

P&m Holding Group, LLP Cash Balance Plan sits in the top quartile of all filed plans by assets, $56M for 354 participants (~$158,007/participant), up 47.9% in 2022.

#19,401
in Professional & Technical Services (21,562 peers)
+47.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

P&m Holding Group, LLP Cash Balance Plan's outsized position by total assets

P&m Holding Group, LLP Cash Balance Plan vs every filed plan by assets

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

$55,934,642 Top 11% higher than 89% 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 Cash Balance 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. P&m Holding Group, LLP Cash Balance Plan sits mid-pack in the medium band (354 participants).

Plan-year Form 5500 strip

Filing strip 381357951 · P&m Holding Group, LLP PY 2022 · Defined Benefit (Pension)

P&m Holding Group, LLP Cash Balance Plan · $56M · 354 · 89th

  • PART $56M
  • TYPE 354
  • NET 89th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Amalgamated Pension-Disability Plan
  • BOY ind #19401

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 Cash Balance Plan in the asset neighbourhood

Hussmann Pension Plan for Certain Participants with Frozen BenefitsHussmann Pension Plan for Ce…$56MRetirement Pension Plan for Employees of Jps Industries Holdings LLCRetirement Pension Plan for …$56MAmalgamated Pension-Disability PlanAmalgamated Pension-Disabili…$56MP&m Holding Group, LLP Cash Balance PlanP&m Holding Group, LLP Cash …$56MPension Plan for Employees of Cheshire Medical CenterPension Plan for Employees o…$56M
End-of-year total assets ($M) among P&m Holding Group, LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$56M
Net Income$18M
Employer EIN381357951
Plan Effective Date2020-07-01
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 Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

P&m Holding Group, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants P&m Holding Group, LLP Cash Balance Plan, Total assets ($B): 0.055934642 · Participants: 354P&m Holding Group, LLP Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
P&m Holding Group, LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare P&m Holding Group, LLP Cash Balance Plan side-by-side with 3 peers →

P&m Holding Group, LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Amalgamated Pension-Disability Plan in FL ($56M); by covered participants it is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Cash Balance Plan assets move in 2022? ▼
P&m Holding Group, LLP Cash Balance Plan surged - up 47.9% during 2022, from $38M to $56M. Reported net income was $18M.
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 Cash Balance Plan rank by assets among Form 5500 filers? ▼
P&m Holding Group, LLP Cash Balance Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to P&m Holding Group, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amalgamated Pension-Disability Plan in FL ($56M, 311 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to P&m Holding Group, LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan of Central Hudson Gas & Electric Corp. in NY (354 participants, $686M 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.