Profit Sharing · DOL Form 5500 · 2024

The Mallory Group Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
136
Participants Small participant base
29th
Percentile by assets National rank
$14,755
Avg per participant Low balance/head
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Official DOL plan name: The Mallory Group Retirement Savings Plan · Sponsored by The Mallory Group Incorporated · Tennessee · Transportation & Warehousing

$2M in assets, 136 participants

The Mallory Group Incorporated's The Mallory Group Retirement Savings Plan reported $2M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

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

Coverage in Tennessee

The Mallory Group Retirement Savings Plan covers 136 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#992
in Transportation & Warehousing (3,299 peers)
-0.6%
assets change YoY

The plan reported a net loss of $11K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mallory Group Retirement Savings Plan among the smaller filed plans by assets

The Mallory Group Retirement Savings Plan vs every filed plan by assets

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

$2,006,672 29th percentile higher than 29% 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 Retirement 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 Retirement Savings Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mallory Group Retirement Savings Plan reported net income fell from $76K in the plan year 2023 filing to -$11K in the plan year 2024 filing.
  • The Mallory Group Retirement Savings Plan reported participants fell from 201 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620291330 · The Mallory Group Incorporated PY 2024 · Profit Sharing

The Mallory Group Retirement Savings Plan · $2M · 136 · 29th

  • EBSA $2M
  • PART 136
  • TYPE 29th
  • NET Profit Sharing
  • BOOK near Cornerstone Fabrication Corp. Retirement Plan
  • VS-ST ind #992

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 Retirement Savings Plan in the asset neighbourhood

The Mallory Group Retirement Savings PlanThe Mallory Group Retirement…$2MCornerstone Fabrication Corp. Retirement PlanCornerstone Fabrication Corp…$2MLocal 143 Annuity Fund 333 Sylvan Avenue - Ste 400 Englewood Cliffs, Nj 07632-2724Local 143 Annuity Fund 333 S…$2MJose Soto Lopez, Dds Retirement PlanJose Soto Lopez, Dds Retirem…$2MFourteen Ninety Two Films Inc Profit Sharing PlanFourteen Ninety Two Films In…$2M
End-of-year total assets ($M) among The Mallory Group Retirement Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$11K
Employer EIN620291330
Plan Effective Date1977-08-01
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 Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants The Mallory Group Retirement Savings Plan, Total assets ($M): 2.006672 · Participants: 136The Mallory Group Retirement Savings PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
The Mallory Group Retirement Savings Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare The Mallory Group Retirement Savings Plan side-by-side with 3 peers →

The Mallory Group Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Cornerstone Fabrication Corp. Retirement Plan in CO ($2M); by covered participants it is Campofresco Corp. Retirement Plan in PR (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Retirement Savings Plan assets move in 2024? ▼
The Mallory Group Retirement Savings Plan held essentially flat - down 0.6% during 2024, from $2M to $2M. Reported net income was -$11K.
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.
Which Profit Sharing plans are similar in size to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cornerstone Fabrication Corp. Retirement Plan in CO ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to The Mallory Group Retirement Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Campofresco Corp. Retirement Plan in PR (136 participants, $4M 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.