401(k) · DOL Form 5500 · 2023

Mullen & Mahon, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$624,935
Avg per participant High balance/head
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Official DOL plan name: Mullen & Mahon, Inc. Retirement Plan and Trust · Sponsored by Mullen & Mahon, Inc. · Connecticut · Finance & Insurance

$2M in assets, 3 participants

Mullen & Mahon, Inc.'s Mullen & Mahon, Inc. Retirement Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,785 in Finance & Insurance (8,869 peers)

Mullen & Mahon, Inc. multi-year trail

Mullen & Mahon, Inc.'s plans moved +41.2% in assets from 2022 to 2024; this filing shows Mullen & Mahon, Inc. Retirement Plan and Trust at $2M / 3 participants.

#1,785
in Finance & Insurance (8,869 peers)
+25.9%
assets growth YoY

Mullen & Mahon, Inc. Retirement Plan and Trust among the smaller filed plans by assets

Mullen & Mahon, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$1,874,806 30th percentile higher than 30% of 127,068 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 2023

Mullen & Mahon, Inc. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mullen & Mahon, Inc. Retirement Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mullen & Mahon, Inc. Retirement Plan and Trust reported net income rose from -$289K in the plan year 2022 filing to $386K in the plan year 2023 filing.
  • Mullen & Mahon, Inc. Retirement Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mullen & Mahon, Inc. Retirement Plan and Trust reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060911757 · Mullen & Mahon, Inc. PY 2023 · 401(k)

Mullen & Mahon, Inc. Retirement Plan and Trust · $2M · 3 · 30th

  • EOY $2M
  • EOY 3
  • EOY 30th
  • EOY 401(k)
  • EOY near James G. Rafael Dds 401(k) Profit Sharing Plan
  • EOY ind #1785

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Mullen & Mahon, Inc. Retirement Plan and Trust in the asset neighbourhood

Mullen & Mahon, Inc. Retirement Plan and TrustMullen & Mahon, Inc. Retirem…$2MJames G. Rafael Dds 401(k) Profit Sharing PlanJames G. Rafael Dds 401(k) P…$2MGreystone Ob/Gyn, PC 401(k) PlanGreystone Ob/Gyn, PC 401(k) …$2MGriffin Insulation, Inc. Profit Sharing PlanGriffin Insulation, Inc. Pro…$2MLevin & Associates, Inc. 401(k) PlanLevin & Associates, Inc. 401…$2M
End-of-year total assets ($M) among Mullen & Mahon, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mullen & Mahon, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mullen & Mahon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.21603788726899% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.49M $2.1M ▲ +40.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $2M
2024 1 3 $2M

Mullen & Mahon, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$386K
Employer EIN060911757
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Mullen & Mahon, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mullen & Mahon, Inc. Retirement Plan and Trust, Total assets ($B): 0.001874806 · Participants: 3Mullen & Mahon, Inc. Retirement Plan and TrustRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Mullen & Mahon, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Mullen & Mahon, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Mullen & Mahon, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is James G. Rafael Dds 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

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 Mullen & Mahon, Inc. Retirement Plan and Trust assets move in 2023? ▼
Mullen & Mahon, Inc. Retirement Plan and Trust grew sharply - up 25.9% during 2023, from $1M to $2M. Reported net income was $386K.
How have Mullen & Mahon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mullen & Mahon, Inc.'s sponsor-wide assets grew 41.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Mullen & Mahon, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is James G. Rafael Dds 401(k) Profit Sharing Plan in NC ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Mullen & Mahon, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 060911757.

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.