Profit Sharing · DOL Form 5500 · 2023

Jeff G. Mallett & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$576,571
Avg per participant High balance/head
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Official DOL plan name: Jeff G. Mallett & Co., Inc. - Profit Sharing Plan · Sponsored by Jeff G. Mallett & Co., Inc. · Texas · Real Estate

$1M in assets, 2 participants

Jeff G. Mallett & Co., Inc.'s Jeff G. Mallett & Co., Inc. - Profit Sharing Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,009 in Real Estate (4,727 peers)

Jeff G. Mallett & Co., Inc. multi-year trail

Jeff G. Mallett & Co., Inc.'s plans moved +26.1% in assets from 2022 to 2024; this filing shows Jeff G. Mallett & Co., Inc. - Profit Sharing Plan at $1M / 2 participants.

#2,009
in Real Estate (4,727 peers)
+13.9%
assets growth YoY

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan among the smaller filed plans by assets

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs every filed plan by assets

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

$1,153,142 25th percentile higher than 25% 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

Jeff G. Mallett & Co., Inc. - Profit Sharing 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. Jeff G. Mallett & Co., Inc. - Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeff G. Mallett & Co., Inc. - Profit Sharing Plan reported net income rose from -$231K in the plan year 2022 filing to $141K in the plan year 2023 filing.
  • Jeff G. Mallett & Co., Inc. - Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760560489 · Jeff G. Mallett & Co., Inc. PY 2023 · Profit Sharing

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan · $1M · 2 · 25th

  • NET $1M
  • NET 2
  • NET 25th
  • NET Profit Sharing
  • NET near Mclagan Resorts Inc. Retirement Plan
  • NET ind #2009

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 Real Estate retirement plans → · Plans in Texas →

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan in the asset neighbourhood

Jeff G. Mallett & Co., Inc. - Profit Sharing PlanJeff G. Mallett & Co., Inc. …$1MMclagan Resorts Inc. Retirement PlanMclagan Resorts Inc. Retirem…$1MBowman Innovations Incorporated Profit Sharing PlaBowman Innovations Incorpora…$1MPremium Cushion, Inc. Profit Sharing PlanPremium Cushion, Inc. Profit…$1MNorthern California Imaging Associates Medical Group, Inc. 401(k) Profit Sharing PlanNorthern California Imaging …$1M
End-of-year total assets ($M) among Jeff G. Mallett & Co., Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jeff G. Mallett & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jeff G. Mallett & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 26.108810419498624% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M$1.3M$1.4M 202220232024 $1.01M $1.28M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Jeff G. Mallett & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$141K
Employer EIN760560489
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Jeff G. Mallett & Co., Inc. - Profit Sharing Plan, Total assets ($B): 0.001153142 · Participants: 2Jeff G. Mallett & Co., Inc. - Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Jeff G. Mallett & Co., Inc. - Profit Sharing Plan side-by-side with 3 peers →

Jeff G. Mallett & Co., Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Mclagan Resorts Inc. Retirement Plan in WY ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (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 Jeff G. Mallett & Co., Inc. - Profit Sharing Plan assets move in 2023? ▼
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan grew at a solid clip - up 13.9% during 2023, from $1M to $1M. Reported net income was $141K.
How have Jeff G. Mallett & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeff G. Mallett & Co., Inc.'s sponsor-wide assets grew 26.1%, from $1M to $1M.
Where does Jeff G. Mallett & Co., Inc. - Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jeff G. Mallett & Co., Inc. - Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Jeff G. Mallett & Co., Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mclagan Resorts Inc. Retirement Plan in WY ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Jeff G. Mallett & Co., Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 760560489.

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.