Money Purchase · DOL Form 5500 · 2023

Mahaffey and Mahaffey Inc. Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
28th
Percentile by assets National rank
$766,398
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mahaffey and Mahaffey, 401(k) · Sponsored by Mahaffey and Mahaffey Inc. · California · Professional & Technical Services

$2M in assets, 2 participants

Mahaffey and Mahaffey Inc.'s Mahaffey and Mahaffey, 401(k) reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,693 in Professional & Technical Services (20,321 peers)

2023 asset change

Mahaffey and Mahaffey, 401(k) grew sharply 16.3% in 2023 ($1M → $2M) for 2 participants.

#4,693
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY

Mahaffey and Mahaffey, 401(k) among the smaller filed plans by assets

Mahaffey and Mahaffey, 401(k) vs every filed plan by assets

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

$1,532,795 28th percentile higher than 28% 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

Mahaffey and Mahaffey, 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mahaffey and Mahaffey, 401(k) is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mahaffey and Mahaffey, 401(k) reported net income rose from -$179K in the plan year 2022 filing to $214K in the plan year 2023 filing.
  • Mahaffey and Mahaffey, 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421575922 · Mahaffey and Mahaffey Inc. PY 2023 · Money Purchase

Mahaffey and Mahaffey, 401(k) · $2M · 2 · 28th

  • IND $2M
  • IND 2
  • IND 28th
  • IND Money Purchase
  • IND near Lakeland Bus Lines, Inc. Defined Contribution Pension Plan
  • IND ind #4693

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 →

Mahaffey and Mahaffey, 401(k) in the asset neighbourhood

Hotel & Restaurant Industry Restated Pension PlanHotel & Restaurant Industry …$2MMahaffey and Mahaffey, 401(k)$2MLakeland Bus Lines, Inc. Defined Contribution Pension PlanLakeland Bus Lines, Inc. Def…$2MBashyam Madhavan Money Purchase Plan & TrustBashyam Madhavan Money Purch…$2MHall Components, Inc. Money Purchase PlanHall Components, Inc. Money …$2M
End-of-year total assets ($M) among Mahaffey and Mahaffey, 401(k) and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Mahaffey and Mahaffey Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Mahaffey and Mahaffey Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.32M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$214K
Employer EIN421575922
Plan Effective Date2003-02-07
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Mahaffey and Mahaffey, 401(k) vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mahaffey and Mahaffey, 401(k), Total assets ($B): 0.001532795 · Participants: 2Mahaffey and Mahaffey, 401(k)The Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Mahaffey and Mahaffey, 401(k) vs. nearby Money Purchase plans in California, assets vs. participants
Compare Mahaffey and Mahaffey, 401(k) side-by-side with 3 peers →

Mahaffey and Mahaffey, 401(k)'s out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Lakeland Bus Lines, Inc. Defined Contribution Pension Plan in NJ ($2M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Mahaffey and Mahaffey, 401(k) assets move in 2023? ▼
Mahaffey and Mahaffey, 401(k) grew sharply - up 16.3% during 2023, from $1M to $2M. Reported net income was $214K.
Which Money Purchase plans are similar in size to Mahaffey and Mahaffey, 401(k)? ▼
Among Money Purchase plans in other states, the closest by assets is Lakeland Bus Lines, Inc. Defined Contribution Pension Plan in NJ ($2M, 30 participants).
Which Money Purchase plans cover a similar participant headcount to Mahaffey and Mahaffey, 401(k)? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 421575922.

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.