Money Purchase · DOL Form 5500 · 2023
Charles B Mallin Dds PC Pension Plan and Trust Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $679,501
- Avg per participant High balance/head
Official DOL plan name: Charles B Mallin Dds PC Pension Plan and Trust · Sponsored by Charles B Mallin Dds PC Pension Plan and Trust · Missouri · Healthcare & Social Assistance
$3M in assets, 4 participants
Charles B Mallin Dds PC Pension Plan and Trust's Charles B Mallin Dds PC Pension Plan and Trust reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #6,134 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Charles B Mallin Dds PC Pension Plan and Trust pulled back noticeably 8.9% in 2023 ($3M → $3M) for 4 participants.
- #6,134
- in Healthcare & Social Assistance (17,684 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Charles B Mallin Dds PC Pension Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles B Mallin Dds PC Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,718,004 34th percentile higher than 34% 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
Charles B Mallin Dds PC Pension Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles B Mallin Dds PC Pension Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles B Mallin Dds PC Pension Plan and Trust reported net income fell from -$27K in the plan year 2022 filing to -$266K in the plan year 2023 filing.
- Charles B Mallin Dds PC Pension Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Charles B Mallin Dds PC Pension Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431255308 · Charles B Mallin Dds PC Pension Plan and Trust PY 2023 · Money Purchase
Charles B Mallin Dds PC Pension Plan and Trust · $3M · 4 · 34th
- RANK $3M
- RANK 4
- RANK 34th
- RANK Money Purchase
- RANK near Money Purchase Pension Plan
- RANK ind #6134
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Charles B Mallin Dds PC Pension Plan and Trust in the asset neighbourhood
Charles B Mallin Dds PC Pension Plan and Trust years around the 2023 move
Sponsor-wide plan assets over time
All Charles B Mallin Dds PC Pension Plan and Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $6M |
| 2023 | 2 | 7 | $6M |
| 2024 | 2 | 6 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$266K |
| Employer EIN | 431255308 |
| Plan Effective Date | 1982-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.7B · 4,647
- NECA-IBEW Pension Benefit Trust Fund $917M · 3,999
- Saint Louis University Retirement Plan $709M · 2,863
- The Children's Mercy Hospital Retirement Plan $503M · 6,519
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $500M · 2,621
Charles B Mallin Dds PC Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Money Purchase Pension Plan in MD ($3M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Money Purchase Pension Plan (MD) $3M · 2
- Money Purchase Plan Qrp Keogh (NM) $3M · 1
- The Contractors Retirement Plan (CO) $3M · 166
- Line and Space LLC Money Purchase Plan (AZ) $3M · 12
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Unit Design Inc Mp (LA) 4 · 0 off
- Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan (NY) 4 · 0 off
- N.C. Cattlemens Association, Inc Pension Plan & Trust (NC) 4 · 0 off
- Linas a Sidrys Md (IL) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.