401(k) · DOL Form 5500 · 2023

The Mallory Group Incorporated 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
286
Participants Below avg headcount
78th
Percentile by assets National rank
$95,698
Avg per participant Below avg balance/head
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Official DOL plan name: The Mallory Group 401(k) Savings Plan · Sponsored by The Mallory Group Incorporated · Tennessee · Transportation & Warehousing

$27M in assets, 286 participants

The Mallory Group Incorporated's The Mallory Group 401(k) Savings Plan reported $27M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,577 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

The Mallory Group 401(k) Savings Plan covers 286 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $27M.

#2,577
in Transportation & Warehousing (3,362 peers)
+38.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mallory Group 401(k) Savings Plan's outsized position by total assets

The Mallory Group 401(k) Savings Plan vs every filed plan by assets

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

$27,369,547 Top 22% higher than 78% 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 401(k) 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 401(k) Savings Plan sits mid-pack in the medium band (286 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mallory Group 401(k) Savings Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Mallory Group 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • The Mallory Group 401(k) Savings Plan reported participants fell from 300 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620291330 · The Mallory Group Incorporated PY 2023 · 401(k)

The Mallory Group 401(k) Savings Plan · $27M · 286 · 78th

  • PCT $27M
  • PCT 286
  • PCT 78th
  • PCT 401(k)
  • PCT near St. Bernard Soap Company 401(k) Plan
  • PCT ind #2577

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 401(k) Savings Plan in the asset neighbourhood

The Mallory Group 401(k) Savings PlanThe Mallory Group 401(k) Sav…$27MSt. Bernard Soap Company 401(k) PlanSt. Bernard Soap Company 401…$27MForeflight LLC 401(k) Profit Sharing Plan and TrustForeflight LLC 401(k) Profit…$27MCo-Op 401(k) Plan$27MOakland Nursery, Inc. Employee 401(k) Retirement Plan and TrustOakland Nursery, Inc. Employ…$27M
End-of-year total assets ($M) among The Mallory Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN620291330
Plan Effective Date2017-03-01
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 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Mallory Group 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Mallory Group 401(k) Savings Plan, Total assets ($B): 0.027369547 · Participants: 286The Mallory Group 401(k) Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Mallory Group 401(k) Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Mallory Group 401(k) Savings Plan side-by-side with 3 peers →

The Mallory Group 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is St. Bernard Soap Company 401(k) Plan in OH ($27M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (286 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 401(k) Savings Plan assets move in 2023? ▼
The Mallory Group 401(k) Savings Plan surged - up 38.3% during 2023, from $20M to $27M. Reported net income was $4M.
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.
Where does The Mallory Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Mallory Group 401(k) Savings Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Mallory Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Bernard Soap Company 401(k) Plan in OH ($27M, 235 participants).
Which 401(k) plans cover a similar participant headcount to The Mallory Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants, N/A 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.