Profit Sharing · DOL Form 5500 · 2023

The Mallory Group Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
201
Participants Below avg headcount
31st
Percentile by assets National rank
$10,041
Avg per participant Low balance/head
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Official DOL plan name: The Mallory Group Retirement Savings Plan · Sponsored by The Mallory Group Incorporated · Tennessee · Transportation & Warehousing

$2M in assets, 201 participants

The Mallory Group Incorporated's The Mallory Group Retirement Savings Plan reported $2M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,013 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

The Mallory Group Retirement Savings Plan covers 201 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#1,013
in Transportation & Warehousing (3,362 peers)
+3.9%
assets growth YoY

The Mallory Group Retirement Savings Plan among the smaller filed plans by assets

The Mallory Group Retirement Savings Plan vs every filed plan by assets

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

$2,018,151 31st percentile higher than 31% 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

The Mallory Group Retirement Savings 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. The Mallory Group Retirement Savings Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mallory Group Retirement Savings Plan reported net income rose from -$14K in the plan year 2022 filing to $76K in the plan year 2023 filing.
  • The Mallory Group Retirement Savings Plan reported participants fell from 232 in the plan year 2022 filing to 201 in the plan year 2023 filing.
  • The Mallory Group Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620291330 · The Mallory Group Incorporated PY 2023 · Profit Sharing

The Mallory Group Retirement Savings Plan · $2M · 201 · 31st

  • BOOK $2M
  • BOOK 201
  • BOOK 31st
  • BOOK Profit Sharing
  • BOOK near Profit Sharing Plan for the Employees of Steven K. Norgaard, P.C.
  • BOOK ind #1013

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

The Mallory Group Retirement Savings Plan in the asset neighbourhood

The Mallory Group Retirement Savings PlanThe Mallory Group Retirement…$2MProfit Sharing Plan for the Employees of Steven K. Norgaard, P.C.Profit Sharing Plan for the …$2MKenayan Corporation Retirement PlanKenayan Corporation Retireme…$2MFletcher Ranch, Inc. Profit Sharing PlanFletcher Ranch, Inc. Profit …$2MS&t Block G Incorporated Retirement PlanS&t Block G Incorporated Ret…$2M
End-of-year total assets ($M) among The Mallory Group Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$76K
Employer EIN620291330
Plan Effective Date1977-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mallory Group Incorporated)

Sponsor-wide plan assets over time

All The Mallory Group Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$31M 43.89131678321894% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $31.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 2 532 $22M
2023 2 487 $29M
2024 2 465 $31M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants The Mallory Group Retirement Savings Plan, Total assets ($M): 2.018151 · Participants: 201The Mallory Group Retirement Savings PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare The Mallory Group Retirement Savings Plan side-by-side with 3 peers →

The Mallory Group Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Profit Sharing Plan for the Employees of Steven K. Norgaard, P.C. in IL ($2M); by covered participants it is Gursey Schneider LLP Retirement Savings Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 The Mallory Group Retirement Savings Plan assets move in 2023? ▼
The Mallory Group Retirement Savings Plan edged up modestly - up 3.9% during 2023, from $2M to $2M. Reported net income was $76K.
How have The Mallory Group Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mallory Group Incorporated's sponsor-wide assets grew 43.9%, from $22M to $31M.
Which Profit Sharing plans are similar in size to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Profit Sharing Plan for the Employees of Steven K. Norgaard, P.C. in IL ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gursey Schneider LLP Retirement Savings Plan in CA (201 participants, $23M 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 620291330.

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.