Money Purchase · DOL Form 5500 · 2023
Charles B Mallin Dds PC Pension Plan and Trust Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 4
- Participants
- 34th
- Percentile by assets
- $679,501
- Avg per participant
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.
- 34th percentile by assets (of 127,072 plans)
- #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.
- $3M
- total plan assets (2023 EOY)
- 4
- covered participants
- 34th
- percentile by assets (of 127,072 plans)
- $679,501
- avg assets per participant
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.
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.
2023 asset move for Charles B Mallin Dds PC Pension Plan and Trust
Year over year, total assets pulled back noticeably from $3M at the start of 2023 to $3M at year-end (down 8.9%). Net assets closed at $3M; reported net income -$266K.
Charles B Mallin Dds PC Pension Plan and Trust years around the 2023 move
| 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.
Charles B Mallin Dds PC Pension Plan and Trust vs. nearby Money Purchase plans in Missouri, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Charles B Mallin Dds PC Pension Plan and Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Charles B Mallin Dds PC Pension Plan and Trust assets move in 2023? ▼
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2023 change
Ways to act on Charles B Mallin Dds PC Pension Plan and Trust's numbers.
- By total assets, Charles B Mallin Dds PC Pension Plan and Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Missouri. Compare plans