Money Purchase · DOL Form 5500 · 2024

P & M Holding Group, LLP Money Purchase Plan

Data updated 2026-08-11

$250M
Total assets
1,182
Participants
95th
Percentile by assets
$211,688
Avg per participant
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Official DOL plan name: P & M Holding Group, LLP & Affiliated Entities Pension Plan · Sponsored by P & M Holding Group, LLP · Michigan · Professional & Technical Services

$250M in assets, 1,182 participants

P & M Holding Group, LLP's P & M Holding Group, LLP & Affiliated Entities Pension Plan reported $250M in total assets and 1,182 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #19,416 in Professional & Technical Services (20,173 peers)

Where P & M Holding Group, LLP & Affiliated Entities Pension Plan sits by assets

P & M Holding Group, LLP & Affiliated Entities Pension Plan sits in the top 5% of all filed plans by assets, $250M for 1,182 participants (~$211,688/participant), up 10.5% in 2024.

$250M
total plan assets (2024 EOY)
1,182
covered participants
95th
percentile by assets (of 123,622 plans)
$211,688
avg assets per participant

Where P & M Holding Group, LLP & Affiliated Entities Pension Plan sits by total assets

P & M Holding Group, LLP & Affiliated Entities Pension Plan vs every filed plan by assets

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

$250,215,390 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • P & M Holding Group, LLP & Affiliated Entities Pension Plan reported net income rose from $16M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • P & M Holding Group, LLP & Affiliated Entities Pension Plan end-of-year assets rose from $226M in the plan year 2023 filing to $250M in the plan year 2024 filing.
  • P & M Holding Group, LLP & Affiliated Entities Pension Plan reported participants rose from 1,081 in the plan year 2023 filing to 1,182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Michigan
Industry
Professional & Technical Services

P & M Holding Group, LLP & Affiliated Entities Pension Plan vs the 2024 asset distribution

By assets, P & M Holding Group, LLP & Affiliated Entities Pension Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$250M
Net Income$24M
Employer EIN381357951
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (P & M Holding Group, LLP)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.83B $1.09B ▲ +31.3%
Total plan assets by year, all P & M Holding Group, LLP plans on file
Year Plans Participants Total Assets
2022 3 4,670 $831M
2023 3 5,101 $954M
2024 3 5,329 $1.1B

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

P & M Holding Group, LLP & Affiliated Entities Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants

P & M Holding Group, LLP & Affiliated Entities Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 00.511.52 Total assets ($B) Participants P & M Holding Group,…Central Midwest Regi…Michigan Regional Co…Operating Engineers'…Michigan Laborers' A…Michiana Area Electr…
P & M Holding Group, LLP & Affiliated Entities Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare P & M Holding Group, LLP & Affiliated En… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to P & M Holding Group, LLP & Affiliated Entities Pension Plan by total assets, not by location.

Frequently Asked Questions

How did P & M Holding Group, LLP & Affiliated Entities Pension Plan assets move in 2024? ▼
P & M Holding Group, LLP & Affiliated Entities Pension Plan grew at a solid clip - up 10.5% during 2024, from $226M to $250M. Reported net income was $24M.
How have P & M Holding Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), P & M Holding Group, LLP's sponsor-wide assets grew 31.0%, from $831M to $1.1B.
Where does P & M Holding Group, LLP & Affiliated Entities Pension Plan rank by assets among Form 5500 filers? ▼
P & M Holding Group, LLP & Affiliated Entities Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to P & M Holding Group, LLP & Affiliated Entities Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Mo-Kan Iron Workers Annuity Fund in MO ($247M, 1,662 participants).

Next read for P & M Holding Group, LLP & Affiliated En…

Scale reading

Ways to act on P & M Holding Group, LLP & Affiliated Entities Pension Plan's numbers.

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 381357951.

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.