Defined Benefit (Pension) · DOL Form 5500 · 2022

Mitchell-Innes & Nash, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$943,093
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Mitchell-Innes & Nash, Inc. Pension Plan · Sponsored by Mitchell-Innes & Nash, Inc. · New York · Wholesale Trade

$4M in assets, 4 participants

Mitchell-Innes & Nash, Inc.'s Mitchell-Innes & Nash, Inc. Pension Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,206 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Mitchell-Innes & Nash, Inc. Pension Plan holds $4M for 4 participants - about $943,093 per participant, in the lower half of filed plans by assets.

#2,206
in Wholesale Trade (6,843 peers)
+3.9%
assets growth YoY

Mitchell-Innes & Nash, Inc. Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Mitchell-Innes & Nash, Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,772,371 45th percentile higher than 45% of 139,123 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 2022

Mitchell-Innes & Nash, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitchell-Innes & Nash, Inc. Pension Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 133791569 · Mitchell-Innes & Nash, Inc. PY 2022 · Defined Benefit (Pension)

Mitchell-Innes & Nash, Inc. Pension Plan · $4M · 4 · 45th

  • TYPE $4M
  • NET 4
  • BOOK 45th
  • VS-ST Defined Benefit (Pension)
  • BOY near Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan
  • SCH ind #2206

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 Wholesale Trade retirement plans → · Plans in New York →

Mitchell-Innes & Nash, Inc. Pension Plan in the asset neighbourhood

Lily Bleu, Inc. Defined Benefit Pension PlanLily Bleu, Inc. Defined Bene…$4MBoris D. Ratiner, M.D., Inc. Defined Benefit Pension PlanBoris D. Ratiner, M.D., Inc.…$4MMitchell-Innes & Nash, Inc. Pension PlanMitchell-Innes & Nash, Inc. …$4MMeridian Investment Mgmt, Inc. Defined Benefit Pension PlanMeridian Investment Mgmt, In…$4MFeigco Inc Defined Benefit Pension PlanFeigco Inc Defined Benefit P…$4M
End-of-year total assets ($M) among Mitchell-Innes & Nash, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$140K
Employer EIN133791569
Plan Effective Date1995-12-28
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.

Mitchell-Innes & Nash, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Mitchell-Innes & Nash, Inc. Pension Plan, Total assets ($B): 0.003772371 · Participants: 4Mitchell-Innes & Nash, Inc. Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Mitchell-Innes & Nash, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Mitchell-Innes & Nash, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan in CA ($4M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mitchell-Innes & Nash, Inc. Pension Plan assets move in 2022?
Mitchell-Innes & Nash, Inc. Pension Plan edged up modestly - up 3.9% during 2022, from $4M to $4M. Reported net income was $140K.
Which Defined Benefit (Pension) plans are similar in size to Mitchell-Innes & Nash, Inc. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meridian Investment Mgmt, Inc. Defined Benefit Pension Plan in CA ($4M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Mitchell-Innes & Nash, Inc. Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A in assets).