Defined Benefit (Pension) · DOL Form 5500 · 2023

Markallen & Co. LLC Pension Plan

Data updated 2026-08-25

$328K
Total assets Small plan by assets
6
Participants Small participant base
14th
Percentile by assets National rank
$54,737
Avg per participant Low balance/head
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Official DOL plan name: Markallen & Co. LLC Cash Balance Plan · Sponsored by Markallen & Co. LLC · New York · Professional & Technical Services

$328K in assets, 6 participants

Markallen & Co. LLC's Markallen & Co. LLC Cash Balance Plan reported $328K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,237 in Professional & Technical Services (20,321 peers)

Markallen & Co. LLC multi-year trail

Markallen & Co. LLC's plans moved +570.6% in assets from 2022 to 2024; this filing shows Markallen & Co. LLC Cash Balance Plan at $328K / 6 participants.

#2,237
in Professional & Technical Services (20,321 peers)
+141.3%
assets growth YoY

Markallen & Co. LLC Cash Balance Plan among the smaller filed plans by assets

Markallen & Co. LLC Cash Balance Plan vs every filed plan by assets

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

$328,420 14th percentile higher than 14% 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

Markallen & Co. LLC 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. Markallen & Co. LLC Cash Balance Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Markallen & Co. LLC Cash Balance Plan end-of-year assets rose from $136K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • Markallen & Co. LLC Cash Balance Plan reported participants rose from 3 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Markallen & Co. LLC Cash Balance Plan reported net income rose from $136K in the plan year 2022 filing to $192K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510662270 · Markallen & Co. LLC PY 2023 · Defined Benefit (Pension)

Markallen & Co. LLC Cash Balance Plan · $328K · 6 · 14th

  • BOY $328K
  • BOY 6
  • BOY 14th
  • BOY Defined Benefit (Pension)
  • BOY near Murphy Management Services Corporation Defined Benefit Plan
  • BOY ind #2237

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 New York →

Markallen & Co. LLC Cash Balance Plan in the asset neighbourhood

Markallen & Co. LLC Cash Balance PlanMarkallen & Co. LLC Cash Bal…$328KMurphy Management Services Corporation Defined Benefit PlanMurphy Management Services C…$329KPension Plan for Agricultural Employees of Member Ers of CgfPension Plan for Agricultura…$332KBaby Dream LLC Defined Benefit Pension PlanBaby Dream LLC Defined Benef…$324KUfcw Local 1262 and Employers Non Food Pension FundUfcw Local 1262 and Employer…$323K
End-of-year total assets ($M) among Markallen & Co. LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Markallen & Co. LLC multi-year asset trail

Sponsor-wide plan assets over time

All Markallen & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 570.5750408596494% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.27M $1.78M ▲ +559.3%
Year Plans Participants Total Assets
2022 2 6 $266K
2023 2 12 $1M
2024 2 10 $2M

Markallen & Co. LLC filing trail (2023)

Total Assets (Beginning of Year)$136K
Net Assets (End of Year)$328K
Net Income$192K
Employer EIN510662270
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Markallen & Co. LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Markallen & Co. LLC Cash Balance Plan, Total assets ($B): 0.00032842 · Participants: 6Markallen & Co. LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Markallen & Co. LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Markallen & Co. LLC Cash Balance Plan side-by-side with 3 peers →

Markallen & Co. LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($329K); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Markallen & Co. LLC Cash Balance Plan assets move in 2023? ▼
Markallen & Co. LLC Cash Balance Plan surged - up 141.3% during 2023, from $136K to $328K. Reported net income was $192K.
How have Markallen & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markallen & Co. LLC's sponsor-wide assets grew 570.6%, from $266K to $2M.
Where does Markallen & Co. LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Markallen & Co. LLC Cash Balance Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Markallen & Co. LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($329K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Markallen & Co. LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 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 510662270.

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.