401(k) · DOL Form 5500 · 2023

Malloy Lincoln Mercury, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
311
Participants Below avg headcount
47th
Percentile by assets National rank
$18,508
Avg per participant Low balance/head
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Official DOL plan name: Malloy 401(k) Plan · Sponsored by Malloy Lincoln Mercury, Inc. · Virginia · Retail Trade

$6M in assets, 311 participants

Malloy Lincoln Mercury, Inc.'s Malloy 401(k) Plan reported $6M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,834 in Retail Trade (8,414 peers)

Coverage in Virginia

Malloy 401(k) Plan covers 311 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#4,834
in Retail Trade (8,414 peers)
+28.8%
assets growth YoY

Malloy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Malloy 401(k) Plan vs every filed plan by assets

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

$5,755,942 47th percentile higher than 47% 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

Malloy 401(k) Plan 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. Malloy 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Malloy 401(k) Plan reported net income rose from -$89K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Malloy 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Malloy 401(k) Plan reported participants rose from 280 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541619073 · Malloy Lincoln Mercury, Inc. PY 2023 · 401(k)

Malloy 401(k) Plan · $6M · 311 · 47th

  • EOY $6M
  • EOY 311
  • EOY 47th
  • EOY 401(k)
  • EOY near Billingplatform Corp. 401(k) Plan
  • EOY ind #4834

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 Virginia →

Malloy 401(k) Plan in the asset neighbourhood

Malloy 401(k) Plan$6MBillingplatform Corp. 401(k) PlanBillingplatform Corp. 401(k)…$6MFenton Communications, Inc. 401(k) PlanFenton Communications, Inc. …$6MCharlotte Animal Referral & Emergency 401(k) Profit Sharing Plan & TrustCharlotte Animal Referral & …$6MPeabody Southeast Mining - Umwa 401(k) PlanPeabody Southeast Mining - U…$6M
End-of-year total assets ($M) among Malloy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN541619073
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Malloy Lincoln Mercury, Inc.)

Sponsor-wide plan assets over time

All Malloy Lincoln Mercury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 44.305633788323675% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.47M $6.45M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 280 $4M
2023 1 311 $6M
2024 1 312 $6M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Malloy 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Malloy 401(k) Plan, Total assets ($B): 0.005755942 · Participants: 311Malloy 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Malloy 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Malloy 401(k) Plan side-by-side with 3 peers →

Malloy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Billingplatform Corp. 401(k) Plan in CO ($6M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Malloy 401(k) Plan assets move in 2023? ▼
Malloy 401(k) Plan grew sharply - up 28.8% during 2023, from $4M to $6M. Reported net income was $1M.
How have Malloy Lincoln Mercury, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Malloy Lincoln Mercury, Inc.'s sponsor-wide assets grew 44.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Malloy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Billingplatform Corp. 401(k) Plan in CO ($6M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Malloy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 541619073.

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.