Defined Benefit (Pension) · DOL Form 5500 · 2023
Mariner Finance LLC Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $63,589
- Avg per participant Low balance/head
Official DOL plan name: Personal Finance Company LLC Retirement Plan and Trust Agreement · Sponsored by Mariner Finance LLC · Maryland · Finance & Insurance
$5M in assets, 71 participants
Mariner Finance LLC's Personal Finance Company LLC Retirement Plan and Trust Agreement reported $5M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #2,641 in Finance & Insurance (8,869 peers)
2023 asset change
Personal Finance Company LLC Retirement Plan and Trust Agreement contracted severely 83.8% in 2023 ($28M → $5M) for 71 participants.
- #2,641
- in Finance & Insurance (8,869 peers)
- -83.8%
- assets change YoY
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Personal Finance Company LLC Retirement Plan and Trust Agreement's mid-pack asset rank among Finance & Insurance and all filers
Personal Finance Company LLC Retirement Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,514,853 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Personal Finance Company LLC Retirement Plan and Trust Agreement among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Finance Company LLC Retirement Plan and Trust Agreement is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Personal Finance Company LLC Retirement Plan and Trust Agreement reported net income fell from -$8M in the plan year 2022 filing to -$23M in the plan year 2023 filing.
- Personal Finance Company LLC Retirement Plan and Trust Agreement end-of-year assets fell from $28M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Personal Finance Company LLC Retirement Plan and Trust Agreement reported participants fell from 79 in the plan year 2022 filing to 71 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 030433977 · Mariner Finance LLC PY 2023 · Defined Benefit (Pension)
Personal Finance Company LLC Retirement Plan and Trust Agreement · $5M · 71 · 42nd
- PCT $5M
- EIN 71
- RANK 42nd
- PHOTO Defined Benefit (Pension)
- IND near The Retirement Plan for Employees of the Guilford Savings Bank
- EOY ind #2641
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 Finance & Insurance retirement plans → · Plans in Maryland →
Personal Finance Company LLC Retirement Plan and Trust Agreement in the asset neighbourhood
Mariner Finance LLC years around the 2023 move
Sponsor-wide plan assets over time
All Mariner Finance LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 9.494613577822712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,981 | $103M |
| 2023 | 2 | 2,138 | $96M |
| 2024 | 1 | 2,134 | $113M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$23M |
| Employer EIN | 030433977 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $18.9B · 323,315
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
Personal Finance Company LLC Retirement Plan and Trust Agreement's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for Employees of the Guilford Savings Bank in CT ($5M); by covered participants it is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.