401(k) · DOL Form 5500 · 2024

The Mallory Group Incorporated 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
329
Participants Below avg headcount
77th
Percentile by assets National rank
$88,945
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

$29M in assets, 329 participants

The Mallory Group Incorporated's The Mallory Group 401(k) Savings Plan reported $29M in total assets and 329 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,513 in Transportation & Warehousing (3,299 peers)

Coverage in Tennessee

The Mallory Group 401(k) Savings Plan covers 329 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $29M.

#2,513
in Transportation & Warehousing (3,299 peers)
+6.9%
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 2024 · DOL Form 5500

$29,262,999 Top 23% higher than 77% 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

The Mallory Group 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 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 (329 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mallory Group 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Mallory Group 401(k) Savings Plan reported participants rose from 286 in the plan year 2023 filing to 329 in the plan year 2024 filing.
  • The Mallory Group 401(k) Savings Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620291330 · The Mallory Group Incorporated PY 2024 · 401(k)

The Mallory Group 401(k) Savings Plan · $29M · 329 · 77th

  • RANK $29M
  • RANK 329
  • RANK 77th
  • RANK 401(k)
  • RANK near The Cavender Employee Capital Accumulation Plan
  • RANK ind #2513

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…$29MThe Cavender Employee Capital Accumulation PlanThe Cavender Employee Capita…$29MGrace Hebert Curtis Architects, LLCGrace Hebert Curtis Architec…$29MSwenson Granite 401(k) Retirement PlanSwenson Granite 401(k) Retir…$29MValdes Engineering Company Retirement PlanValdes Engineering Company R…$29M
End-of-year total assets ($M) among The Mallory Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
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): 0.029262999 · Participants: 329The Mallory Group 401(k) Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/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 The Cavender Employee Capital Accumulation Plan in TX ($29M); by covered participants it is Irg 401(k) Plan in WA (329 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (329 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 The Mallory Group 401(k) Savings Plan assets move in 2024? ▼
The Mallory Group 401(k) Savings Plan grew at a solid clip - up 6.9% during 2024, from $27M to $29M. Reported net income was $2M.
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 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 The Cavender Employee Capital Accumulation Plan in TX ($29M, 1,801 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 Irg 401(k) Plan in WA (329 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 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.