Defined Benefit (Pension) · DOL Form 5500 · 2024

Markallen & Co. LLC Pension Plan

Data updated 2026-08-25

$475K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$94,977
Avg per participant Below avg balance/head
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Official DOL plan name: Markallen & Co. LLC Cash Balance Plan · Sponsored by Markallen & Co. LLC · New York · Professional & Technical Services

$475K in assets, 5 participants

Markallen & Co. LLC's Markallen & Co. LLC Cash Balance Plan reported $475K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,655 in Professional & Technical Services (20,173 peers)

Markallen & Co. LLC multi-year trail

Markallen & Co. LLC's plans moved +570.6% in assets from 2022 to 2024; this filing shows Markallen & Co. LLC Cash Balance Plan at $475K / 5 participants.

#2,655
in Professional & Technical Services (20,173 peers)
+44.6%
assets growth YoY

Markallen & Co. LLC Cash Balance Plan among the smaller filed plans by assets

Markallen & Co. LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$474,885 17th percentile higher than 17% of 123,620 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 2024

Markallen & Co. LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Markallen & Co. LLC Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Markallen & Co. LLC Cash Balance Plan end-of-year assets rose from $328K in the plan year 2023 filing to $475K in the plan year 2024 filing.
  • Markallen & Co. LLC Cash Balance Plan reported net income fell from $192K in the plan year 2023 filing to $146K in the plan year 2024 filing.
  • Markallen & Co. LLC Cash Balance Plan reported participants fell from 6 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510662270 · Markallen & Co. LLC PY 2024 · Defined Benefit (Pension)

Markallen & Co. LLC Cash Balance Plan · $475K · 5 · 17th

  • BOOK $475K
  • BOOK 5
  • BOOK 17th
  • BOOK Defined Benefit (Pension)
  • BOOK near Gary M. Van Deventer, M.D., Inc. Defined Benefit Pension Plan
  • BOOK ind #2655

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 New York →

Markallen & Co. LLC Cash Balance Plan in the asset neighbourhood

Gary M. Van Deventer, M.D., Inc. Defined Benefit Pension PlanGary M. Van Deventer, M.D., …$475KNorthwestern University Non-Contributory Retirement PlanNorthwestern University Non-…$479KYolanda S Cervantes Dmd Inc Profit Sharing PlanYolanda S Cervantes Dmd Inc …$482KMarkallen & Co. LLC Cash Balance PlanMarkallen & Co. LLC Cash Bal…$475KCantex Inc Non-Union Hourly Employees Pension PlanCantex Inc Non-Union Hourly …$471K
End-of-year total assets ($M) among Markallen & Co. LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Markallen & Co. LLC multi-year asset trail

Sponsor-wide plan assets over time

All Markallen & Co. LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 570.5750408596494% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.27M $1.78M ▲ +559.3%
Year Plans Participants Total Assets
2022 2 6 $266K
2023 2 12 $1M
2024 2 10 $2M

Markallen & Co. LLC filing trail (2024)

Total Assets (Beginning of Year)$328K
Net Assets (End of Year)$475K
Net Income$146K
Employer EIN510662270
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Markallen & Co. LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Markallen & Co. LLC Cash Balance Plan, Total assets ($B): 0.000474885 · Participants: 5Markallen & Co. LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Markallen & Co. LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Markallen & Co. LLC Cash Balance Plan side-by-side with 3 peers →

Markallen & Co. LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gary M. Van Deventer, M.D., Inc. Defined Benefit Pension Plan in CA ($475K); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Markallen & Co. LLC Cash Balance Plan assets move in 2024? ▼
Markallen & Co. LLC Cash Balance Plan surged - up 44.6% during 2024, from $328K to $475K. Reported net income was $146K.
How have Markallen & Co. LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Markallen & Co. LLC's sponsor-wide assets grew 570.6%, from $266K to $2M.
Where does Markallen & Co. LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Markallen & Co. LLC Cash Balance Plan ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Markallen & Co. LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gary M. Van Deventer, M.D., Inc. Defined Benefit Pension Plan in CA ($475K, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Markallen & Co. LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510662270.

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.