Defined Benefit (Pension) · DOL Form 5500 · 2023

P & M Trading, Inc. Pension Plan

Data updated 2026-08-25

$672K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$336,071
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: P & M Trading, Inc. Pension Plan · Sponsored by P & M Trading, Inc. · New York · Retail Trade

$672K in assets, 2 participants

P & M Trading, Inc.'s P & M Trading, Inc. Pension Plan reported $672K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,683 in Retail Trade (8,414 peers)

What the 2023 filing shows

P & M Trading, Inc. Pension Plan holds $672K for 2 participants - about $336,071 per participant, among the smaller plans by assets on file.

#2,683
in Retail Trade (8,414 peers)
+0.8%
assets growth YoY

P & M Trading, Inc. Pension Plan among the smaller filed plans by assets

P & M Trading, Inc. Pension Plan vs every filed plan by assets

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

$672,141 20th percentile higher than 20% 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

P & M Trading, Inc. Pension 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. P & M Trading, Inc. Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • P & M Trading, Inc. Pension Plan reported net income fell from $242K in the plan year 2022 filing to $6K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270399269 · P & M Trading, Inc. PY 2023 · Defined Benefit (Pension)

P & M Trading, Inc. Pension Plan · $672K · 2 · 20th

  • SCH $672K
  • SCH 2
  • SCH 20th
  • SCH Defined Benefit (Pension)
  • SCH near Philadelphia Council AFL-CIO Pension Plan
  • SCH ind #2683

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 Retail Trade retirement plans → · Plans in New York →

P & M Trading, Inc. Pension Plan in the asset neighbourhood

Philadelphia Council AFL-CIO Pension PlanPhiladelphia Council AFL-CIO…$677KP & M Trading, Inc. Pension PlanP & M Trading, Inc. Pension …$672KStuart a. Linder, M.D., Inc. Cash Balance Pension PlanStuart a. Linder, M.D., Inc.…$666K4j Energy, LLC Defined Benefit Pension Plan4j Energy, LLC Defined Benef…$665KOrthopedic Medical Center Cash Balance PlanOrthopedic Medical Center Ca…$664K
End-of-year total assets ($M) among P & M Trading, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$667K
Net Assets (End of Year)$672K
Net Income$6K
Employer EIN270399269
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P & M Trading, Inc.)

Sponsor-wide plan assets over time

All P & M Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$672K 0.8407635285062945% vs 2022
2023 filing year
$0.67M 20222023 $0.67M $0.67M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $667K
2023 1 2 $672K

Nearby Defined Benefit (Pension) Plans in New York

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

P & M Trading, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants P & M Trading, Inc. Pension Plan, Total assets ($B): 0.000672141 · Participants: 2P & M Trading, Inc. Pension 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
P & M Trading, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare P & M Trading, Inc. Pension Plan side-by-side with 3 peers →

P & M Trading, 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 Philadelphia Council AFL-CIO Pension Plan in PA ($677K); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (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 P & M Trading, Inc. Pension Plan assets move in 2023? ▼
P & M Trading, Inc. Pension Plan held essentially flat - up 0.8% during 2023, from $667K to $672K. Reported net income was $6K.
How have P & M Trading, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), P & M Trading, Inc.'s sponsor-wide assets grew 0.8%, from $667K to $672K.
Where does P & M Trading, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
P & M Trading, Inc. Pension Plan ranks in the 20th 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 P & M Trading, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Philadelphia Council AFL-CIO Pension Plan in PA ($677K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to P & M Trading, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 270399269.

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.