401(k) · DOL Form 5500 · 2023
Maloney & Novotny LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $148,780
- Avg per participant Above avg balance/head
Official DOL plan name: Maloney & Novotny LLC 401(k) Savings Plan and Trust · Sponsored by Maloney & Novotny LLC · Ohio · Professional & Technical Services
$20M in assets, 136 participants
Maloney & Novotny LLC's Maloney & Novotny LLC 401(k) Savings Plan and Trust reported $20M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,780 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Maloney & Novotny LLC 401(k) Savings Plan and Trust covers 136 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $20M.
- #14,780
- in Professional & Technical Services (20,321 peers)
- +23.9%
- assets growth YoY
Maloney & Novotny LLC 401(k) Savings Plan and Trust's outsized position by total assets
Maloney & Novotny LLC 401(k) Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,234,098 Top 27% higher than 73% 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
Maloney & Novotny LLC 401(k) Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maloney & Novotny LLC 401(k) Savings Plan and Trust sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Maloney & Novotny LLC 401(k) Savings Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Maloney & Novotny LLC 401(k) Savings Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Maloney & Novotny LLC 401(k) Savings Plan and Trust reported participants fell from 138 in the plan year 2022 filing to 136 in the plan year 2023 filing.
DOL schedule card
Filing strip 340677006 · Maloney & Novotny LLC PY 2023 · 401(k)
Maloney & Novotny LLC 401(k) Savings Plan and Trust · $20M · 136 · 73rd
- IND $20M
- EOY 136
- 5500 73rd
- ASSETS 401(k)
- PCT near Neuman Pools, Inc. 401(k) Retirement Plan
- EIN ind #14780
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 Ohio →
Maloney & Novotny LLC 401(k) Savings Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 340677006 |
| Plan Effective Date | 2008-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Maloney & Novotny LLC)
Sponsor-wide plan assets over time
All Maloney & Novotny LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 52.303401720542965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $16M |
| 2023 | 1 | 136 | $20M |
| 2024 | 1 | 149 | $25M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Maloney & Novotny LLC 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Neuman Pools, Inc. 401(k) Retirement Plan in WI ($20M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
- The Contractors Retirement Plan (MD) 136 · 0 off
- Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.