Defined Benefit (Pension) · DOL Form 5500 · 2023

Georgia Malone & Company, Inc Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$634,716
Avg per participant High balance/head
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Official DOL plan name: Georgia Malone & Company, Inc Defined Benefit Pension Plan · Sponsored by Georgia Malone & Company, Inc · New York · Real Estate

$1M in assets, 2 participants

Georgia Malone & Company, Inc's Georgia Malone & Company, Inc Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,071 in Real Estate (4,727 peers)

2023 asset change

Georgia Malone & Company, Inc Defined Benefit Pension Plan pulled back noticeably 9.9% in 2023 ($1M → $1M) for 2 participants.

#2,071
in Real Estate (4,727 peers)
-9.9%
assets change YoY

The plan reported a net loss of $139K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgia Malone & Company, Inc Defined Benefit Pension Plan among the smaller filed plans by assets

Georgia Malone & Company, Inc Defined Benefit Pension Plan vs every filed plan by assets

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

$1,269,432 26th percentile higher than 26% 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

Georgia Malone & Company, Inc Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia Malone & Company, Inc Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgia Malone & Company, Inc Defined Benefit Pension Plan reported net income fell from $7K in the plan year 2022 filing to -$139K in the plan year 2023 filing.
  • Georgia Malone & Company, Inc Defined Benefit Pension Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133965522 · Georgia Malone & Company, Inc PY 2023 · Defined Benefit (Pension)

Georgia Malone & Company, Inc Defined Benefit Pension Plan · $1M · 2 · 26th

  • ASSETS $1M
  • ASSETS 2
  • ASSETS 26th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Fmc Puerto Rico Retirement Plan
  • ASSETS ind #2071

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 Real Estate retirement plans → · Plans in New York →

Georgia Malone & Company, Inc Defined Benefit Pension Plan in the asset neighbourhood

Georgia Malone & Company, Inc Defined Benefit Pension PlanGeorgia Malone & Company, In…$1MFmc Puerto Rico Retirement PlanFmc Puerto Rico Retirement P…$1MMa LLP Cash Balance Plan$1MF. Radich Motors, Inc Dba Elk Grove Honda Defined Benefit PlanF. Radich Motors, Inc Dba El…$1MRaymond W M Cheung, M.D.Apmc Defined Benefit PlanRaymond W M Cheung, M.D.Apmc…$1M
End-of-year total assets ($M) among Georgia Malone & Company, Inc Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia Malone & Company, Inc years around the 2023 move

Sponsor-wide plan assets over time

All Georgia Malone & Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.882887621952129% vs 2022
2023 filing year
$1.25M$1.3M$1.35M$1.4M$1.45M 20222023 $1.41M $1.27M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$139K
Employer EIN133965522
Plan Effective Date2003-01-01
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.

Georgia Malone & Company, Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Georgia Malone & Company, Inc Defined Benefit Pension Plan, Total assets ($B): 0.001269432 · Participants: 2Georgia Malone & Company, Inc Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Georgia Malone & Company, Inc Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Georgia Malone & Company, Inc Defined Benefit Pension Plan side-by-side with 3 peers →

Georgia Malone & Company, Inc Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Fmc Puerto Rico Retirement Plan in TX ($1M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Georgia Malone & Company, Inc Defined Benefit Pension Plan assets move in 2023? ▼
Georgia Malone & Company, Inc Defined Benefit Pension Plan pulled back noticeably - down 9.9% during 2023, from $1M to $1M. Reported net income was -$139K.
How have Georgia Malone & Company, Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Georgia Malone & Company, Inc's sponsor-wide assets declined 9.9%, from $1M to $1M.
Which Defined Benefit (Pension) plans are similar in size to Georgia Malone & Company, Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fmc Puerto Rico Retirement Plan in TX ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Georgia Malone & Company, Inc Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K 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 133965522.

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.