Defined Benefit (Pension) · DOL Form 5500 · 2023

Mah & Associates, LLP Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
7
Participants Small participant base
26th
Percentile by assets National rank
$181,703
Avg per participant Above avg balance/head
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Official DOL plan name: Ma LLP Cash Balance Plan · Sponsored by Mah & Associates, LLP · California · Professional & Technical Services

$1M in assets, 7 participants

Mah & Associates, LLP's Ma LLP Cash Balance Plan reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,310 in Professional & Technical Services (20,321 peers)

Mah & Associates, LLP multi-year trail

Mah & Associates, LLP's plans moved +39.7% in assets from 2022 to 2024; this filing shows Ma LLP Cash Balance Plan at $1M / 7 participants.

#4,310
in Professional & Technical Services (20,321 peers)
+32.3%
assets growth YoY

Ma LLP Cash Balance Plan among the smaller filed plans by assets

Ma LLP Cash Balance Plan vs every filed plan by assets

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

$1,271,924 26th percentile higher than 26% 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

Ma LLP Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ma LLP Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ma LLP Cash Balance Plan reported net income rose from $13K in the plan year 2022 filing to $310K in the plan year 2023 filing.
  • Ma LLP Cash Balance Plan end-of-year assets rose from $962K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ma LLP Cash Balance Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943342694 · Mah & Associates, LLP PY 2023 · Defined Benefit (Pension)

Ma LLP Cash Balance Plan · $1M · 7 · 26th

  • PCT $1M
  • EIN 7
  • RANK 26th
  • PHOTO Defined Benefit (Pension)
  • IND near Georgia Malone & Company, Inc Defined Benefit Pension Plan
  • EOY ind #4310

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 California →

Ma LLP Cash Balance Plan in the asset neighbourhood

Alan Tajerstein Pension Plan$1MYonkers Radiology, P.C. Defined Benefit Pension PlanYonkers Radiology, P.C. Defi…$1MMa LLP Cash Balance Plan$1MGeorgia Malone & Company, Inc Defined Benefit Pension PlanGeorgia Malone & Company, In…$1MFmc Puerto Rico Retirement PlanFmc Puerto Rico Retirement P…$1M
End-of-year total assets ($M) among Ma LLP Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mah & Associates, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mah & Associates, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.69310561263255% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $15.9M ▲ +39.7%
Year Plans Participants Total Assets
2022 2 20 $11M
2023 2 17 $14M
2024 2 17 $16M

Mah & Associates, LLP filing trail (2023)

Total Assets (Beginning of Year)$962K
Net Assets (End of Year)$1M
Net Income$310K
Employer EIN943342694
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Ma LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ma LLP Cash Balance Plan, Total assets ($B): 0.001271924 · Participants: 7Ma LLP Cash Balance PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Ma LLP Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Ma LLP Cash Balance Plan side-by-side with 3 peers →

Ma LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Georgia Malone & Company, Inc Defined Benefit Pension Plan in NY ($1M); by covered participants it is David T. Jones, Dds Cash Balance Plan in NY (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Ma LLP Cash Balance Plan assets move in 2023? ▼
Ma LLP Cash Balance Plan surged - up 32.3% during 2023, from $962K to $1M. Reported net income was $310K.
How have Mah & Associates, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mah & Associates, LLP's sponsor-wide assets grew 39.7%, from $11M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Ma LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Georgia Malone & Company, Inc Defined Benefit Pension Plan in NY ($1M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ma LLP Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is David T. Jones, Dds Cash Balance Plan in NY (7 participants, $658K 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 943342694.

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.