Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Mclane Middleton Professional Association Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Mclane Middleton Professional Association Β· New Hampshire Β· Professional & Technical Services

What the 2023 filing shows

Mclane Middleton Professional Association Pension Plan holds $50M for 89 participants - about $563,005 per participant, down 35.2% over the 2024 plan year.

$50M
total plan assets (2024 EOY)
89
covered participants
$563,005
avg assets per participant
-35.2%
assets change YoY

The plan reported a net loss of $27M for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$50M
Participants
89
Industry
Professional & Technical Services

What the Filing Says About Mclane Middleton Professional Association Pension Plan

Mclane Middleton Professional Association Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Mclane Middleton Professional Association, headquartered in New Hampshire. As of the 2024 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 89 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 020325043, and the plan has been effective since 1976-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2024 to $50M at year-end β€” a decline of 35.2%. Net assets (after liabilities) closed the year at $50M, with reported net income of $-27,047,525 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$-27,047,525
Plan TypeDefined Benefit (Pension)
Employer EIN020325043
Plan Effective Date1976-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclane Middleton Professional Association)

Year Plans Participants Total Assets
2022 2 318 $135M
2023 2 323 $152M
2024 2 339 $142M

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Frequently Asked Questions

How much money is in the Mclane Middleton Professional Association Pension Plan?
As of the 2024 Form 5500 filing, Mclane Middleton Professional Association Pension Plan holds $50M in total assets with 89 participants. It is sponsored by Mclane Middleton Professional Association.
What type of plan is Mclane Middleton Professional Association Pension Plan?
Mclane Middleton Professional Association Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1976-03-01. The plan is filed with the U.S. Department of Labor under EIN 020325043.
Who sponsors the Mclane Middleton Professional Association Pension Plan?
Mclane Middleton Professional Association Pension Plan is sponsored by Mclane Middleton Professional Association, located in New Hampshire. The sponsor's EIN is 020325043 and the plan operates in the Professional & Technical Services industry.
How did Mclane Middleton Professional Association Pension Plan perform in 2024?
Mclane Middleton Professional Association Pension Plan declined by 35.2% during 2024, moving from $77M to $50M in total assets. Net income was $-27,047,525.
Where can I find official filings for Mclane Middleton Professional Association Pension Plan?
Official Form 5500 filings for Mclane Middleton Professional Association Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020325043 or plan name at efast.dol.gov.
How does Mclane Middleton Professional Association Pension Plan compare to other plans?
You can compare Mclane Middleton Professional Association Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 020325043.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.