Defined Benefit (Pension) · DOL Form 5500 · 2022

Georgia Malone & Company, Inc Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$704,324
Avg per participant High balance/head
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Official DOL plan name: Georgia Malone & Company, Inc Defined Benefit Pension Plan · Sponsored by Georgia Malone & Company, Inc · New York · Real Estate

$1M in assets, 2 participants

Georgia Malone & Company, Inc's Georgia Malone & Company, Inc Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,355 in Real Estate (5,057 peers)

What the 2022 filing shows

Georgia Malone & Company, Inc Defined Benefit Pension Plan holds $1M for 2 participants - about $704,324 per participant, in the lower half of filed plans by assets.

#2,355
in Real Estate (5,057 peers)
+0.5%
assets growth YoY

Georgia Malone & Company, Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Georgia Malone & Company, Inc Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,408,647 29th percentile higher than 29% of 139,123 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 2022

Georgia Malone & Company, Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia Malone & Company, Inc Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133965522 · Georgia Malone & Company, Inc PY 2022 · Defined Benefit (Pension)

Georgia Malone & Company, Inc Defined Benefit Pension Plan · $1M · 2 · 29th

  • NET $1M
  • BOOK 2
  • VS-ST 29th
  • BOY Defined Benefit (Pension)
  • SCH near State Nebraska Bank & Trust Plan and Trust
  • EBSA ind #2355

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 Real Estate retirement plans → · Plans in New York →

Georgia Malone & Company, Inc Defined Benefit Pension Plan in the asset neighbourhood

R.P.I. Division of Riblet Products Corporation Pension PlanR.P.I. Division of Riblet Pr…$1MHeat Trace Products LLC Cash Balance PlanHeat Trace Products LLC Cash…$1MGeorgia Malone & Company, Inc Defined Benefit Pension PlanGeorgia Malone & Company, In…$1MState Nebraska Bank & Trust Plan and TrustState Nebraska Bank & Trust …$1MNbs Consulting Group LLC Defined Benefit PlanNbs Consulting Group LLC Def…$1M
End-of-year total assets ($M) among Georgia Malone & Company, Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$7K
Employer EIN133965522
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia Malone & Company, Inc)

Sponsor-wide plan assets over time

All Georgia Malone & Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.882887621952129% vs 2022
2023 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M 20222023 $1.41M $1.27M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

Nearby Defined Benefit (Pension) Plans in New York

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

Georgia Malone & Company, Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Georgia Malone & Company, Inc Defined Benefit Pension Plan, Total assets ($B): 0.001408647 · Participants: 2Georgia Malone & Company, Inc Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Georgia Malone & Company, Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Georgia Malone & Company, Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Georgia Malone & Company, Inc Defined Benefit 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 State Nebraska Bank & Trust Plan and Trust in NE ($1M); by covered participants it is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (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 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Georgia Malone & Company, Inc Defined Benefit Pension Plan assets move in 2022? ▼
Georgia Malone & Company, Inc Defined Benefit Pension Plan held essentially flat - up 0.5% during 2022, from $1M to $1M. Reported net income was $7K.
How have Georgia Malone & Company, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Georgia Malone & Company, Inc's sponsor-wide assets declined 9.9%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Georgia Malone & Company, Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is State Nebraska Bank & Trust Plan and Trust in NE ($1M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Georgia Malone & Company, Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herzer Financial Services Inc Defined Benefit Pension Plan in CA (2 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133965522.

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.