401(k) · DOL Form 5500 · 2023

C.C. Johnson & Malhotra, PC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 86
Participants Small participant base: 60th
Percentile by assets National rank: $122,600
Avg per participant Near avg balance/head

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Official DOL plan name: C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan · Sponsored by C.C. Johnson & Malhotra, PC · Maryland · Professional & Technical Services

$11M in assets, 86 participants

C.C. Johnson & Malhotra, PC's C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan reported $11M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#11,889 in Professional & Technical Services (20,321 peers)

C.C. Johnson & Malhotra, PC multi-year trail

C.C. Johnson & Malhotra, PC's plans moved +49.2% in assets from 2022 to 2024; this filing shows C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan at $11M / 86 participants.

#11,889
in Professional & Technical Services (20,321 peers): +21.4%
assets growth YoY

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,543,584 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan reported participants rose from 81 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521150780 · C.C. Johnson & Malhotra, PC PY 2023 · 401(k)

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan · $11M · 86 · 60th

SCH $11M
EBSA 86
PART 60th
TYPE 401(k)
NET near Safeguard Operations 401(k) Plan
BOOK ind #11889

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 Maryland →

End-of-year total assets ($M) among C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

C.C. Johnson & Malhotra, PC multi-year asset trail

Latest sponsor-wide plan assets: $13M 49.16064575630886% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	81	$9M
2023	1	86	$11M
2024	1	81	$13M

C.C. Johnson & Malhotra, PC filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	521150780
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Maryland

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

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan side-by-side with 3 peers →

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Safeguard Operations 401(k) Plan in GA ($11M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Safeguard Operations 401(k) Plan (GA) $11M · 209
Vector Controls 401(k) Retirement Plan (TX) $11M · 130
The Merion Cricket Club 401(k) Plan (PA) $11M · 180
Probitas Funds Group, L.L.C. 401(k) Profit Sharing Plan (CA) $11M · 18

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Digestive Health Clinic, LLC 401(k) Profit Sharing Plan (ID) 86 · 0 off
Barbeques Galore 401(k) Plan (CA) 86 · 0 off
U.S. Bottlers 401(k) Profit Sharing Plan (NC) 86 · 0 off
Watsonville Coast Produce, Inc. Profit Sharing & 401(k) Plan (CA) 86 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan assets move in 2023? ▼

C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan grew sharply - up 21.4% during 2023, from $9M to $11M. Reported net income was $2M.

How have C.C. Johnson & Malhotra, PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), C.C. Johnson & Malhotra, PC's sponsor-wide assets grew 49.2%, from $9M to $13M.

Which 401(k) plans are similar in size to C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Safeguard Operations 401(k) Plan in GA ($11M, 209 participants).

Which 401(k) plans cover a similar participant headcount to C.C. Johnson & Malhotra, PC Tax-Deferred Retirement and Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521150780.