Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

MOTT MACDONALD DEFINED BENEFIT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

MOTT MACDONALD I&E, LLC

This Defined Benefit (Pension) plan holds $14M in total assets and serves 36 participants as of 2023. It is sponsored by MOTT MACDONALD I&E, LLC in New Jersey. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$14M
Participants
36
State
Industry
Professional & Technical Services

What the Filing Says About MOTT MACDONALD DEFINED BENEFIT PENSION PLAN

MOTT MACDONALD DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by MOTT MACDONALD I&E, LLC, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 36 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 221613021, and the plan has been effective since 1986-09-17. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2023 to $14M at year-end — a gain of 7.5%. Net assets (after liabilities) closed the year at $14M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$1M
Plan TypeDefined Benefit (Pension)
Employer EIN221613021
Plan Effective Date1986-09-17
Filing StatusFILING RECEIVED

Sponsor Plan History (MOTT MACDONALD I&E, LLC)

Year Plans Participants Total Assets
2022 1 49 $13M
2023 1 36 $14M
2024 1 36 $14M

Nearby Defined Benefit (Pension) Plans in New Jersey

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Frequently Asked Questions

How much money is in the MOTT MACDONALD DEFINED BENEFIT PENSION PLAN?
As of the 2023 Form 5500 filing, MOTT MACDONALD DEFINED BENEFIT PENSION PLAN holds $14M in total assets with 36 participants. It is sponsored by MOTT MACDONALD I&E, LLC.
What type of plan is MOTT MACDONALD DEFINED BENEFIT PENSION PLAN?
MOTT MACDONALD DEFINED BENEFIT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1986-09-17. The plan is filed with the U.S. Department of Labor under EIN 221613021.
Who sponsors the MOTT MACDONALD DEFINED BENEFIT PENSION PLAN?
MOTT MACDONALD DEFINED BENEFIT PENSION PLAN is sponsored by MOTT MACDONALD I&E, LLC, located in New Jersey. The sponsor's EIN is 221613021 and the plan operates in the Professional & Technical Services industry.
How did MOTT MACDONALD DEFINED BENEFIT PENSION PLAN perform in 2023?
MOTT MACDONALD DEFINED BENEFIT PENSION PLAN grew by 7.5% during 2023, moving from $13M to $14M in total assets. Net income was $1M.
Where can I find official filings for MOTT MACDONALD DEFINED BENEFIT PENSION PLAN?
Official Form 5500 filings for MOTT MACDONALD DEFINED BENEFIT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221613021 or plan name at efast.dol.gov.
How does MOTT MACDONALD DEFINED BENEFIT PENSION PLAN compare to other plans?
You can compare MOTT MACDONALD DEFINED BENEFIT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 221613021.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.