Money Purchase · DOL Form 5500 · 2023
P & M Holding Group, LLP Money Purchase Plan
Data updated 2026-08-25
- $226M
- Total assets Near avg plan size
- 1,081
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $209,510
- Avg per participant Above avg balance/head
Official DOL plan name: P & M Holding Group, LLP & Affiliated Entities Pension Plan · Sponsored by P & M Holding Group, LLP · Michigan · Professional & Technical Services
$226M in assets, 1,081 participants
P & M Holding Group, LLP's P & M Holding Group, LLP & Affiliated Entities Pension Plan reported $226M in total assets and 1,081 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #19,573 in Professional & Technical Services (20,321 peers)
Where P & M Holding Group, LLP & Affiliated Entities Pension Plan sits by assets
P & M Holding Group, LLP & Affiliated Entities Pension Plan sits in the top 5% of all filed plans by assets, $226M for 1,081 participants (~$209,510/participant), up 7.8% in 2023.
- #19,573
- in Professional & Technical Services (20,321 peers)
- +7.8%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
P & M Holding Group, LLP & Affiliated Entities Pension Plan's outsized position by total assets
P & M Holding Group, LLP & Affiliated Entities Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$226,480,347 Top 5% higher than 95% 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
P & M Holding Group, LLP & Affiliated Entities Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P & M Holding Group, LLP & Affiliated Entities Pension Plan lands in the large band (1,081 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- P & M Holding Group, LLP & Affiliated Entities Pension Plan end-of-year assets rose from $210M in the plan year 2022 filing to $226M in the plan year 2023 filing.
- P & M Holding Group, LLP & Affiliated Entities Pension Plan reported participants rose from 1,012 in the plan year 2022 filing to 1,081 in the plan year 2023 filing.
- P & M Holding Group, LLP & Affiliated Entities Pension Plan reported net income fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381357951 · P & M Holding Group, LLP PY 2023 · Money Purchase
P & M Holding Group, LLP & Affiliated Entities Pension Plan · $226M · 1,081 · 95th
- BOY $226M
- SCH 1,081
- EBSA 95th
- PART Money Purchase
- TYPE near Rhode Island Laborers Annuity Fund
- NET ind #19573
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 Professional & Technical Services retirement plans → · Plans in Michigan →
P & M Holding Group, LLP & Affiliated Entities Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $210M |
|---|---|
| Net Assets (End of Year) | $226M |
| Net Income | $16M |
| Employer EIN | 381357951 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & M Holding Group, LLP)
Sponsor-wide plan assets over time
All P & M Holding Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 30.998258214130015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,670 | $831M |
| 2023 | 3 | 5,101 | $954M |
| 2024 | 3 | 5,329 | $1.1B |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.4B · 31,968
- Michigan Regional Council of Carpenters' Annuity Fund $500M · 17,454
- Millwrights' Local 1102 Supplemental Pension Fund $306M · 2,267
- Operating Engineers' Local 324, Defined Contribution Pension Plan $237M · 7,464
- Michigan Laborers' Annuity Fund $119M · 21,709
P & M Holding Group, LLP & Affiliated Entities Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Rhode Island Laborers Annuity Fund in RI ($227M); by covered participants it is Insulators Local No. 37 Retirement Plan in TN (1,081 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($226M here).
- Rhode Island Laborers Annuity Fund (RI) $227M · 9,169
- Pamcah-Ua Local 675 Annuity Plan (HI) $227M · 1,616
- Children's University Medical Group Pension Plan (WA) $226M · 845
- Carnegie Institution of Washington Retirement Plan (DC) $225M · 555
Similar participant headcount
Nearest other-state filings by covered participants (1,081 participants); asset peers above are excluded.
- Insulators Local No. 37 Retirement Plan (TN) 1,081 · 0 off
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) 1,082 · 1 off
- Ironworkers Local 380 Retirement and Severance Plan (IL) 1,079 · 2 off
- Smart Local 104, District 3 401(a) Plan (CA) 1,086 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.