Money Purchase · DOL Form 5500 · 2024
P & M Holding Group, LLP Money Purchase Plan
Data updated 2026-08-25
- $250M
- Total assets Near avg plan size
- 1,182
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $211,688
- Avg per participant Above avg balance/head
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.
- #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.
- #19,416
- in Professional & Technical Services (20,173 peers)
- +10.5%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
P & M Holding Group, LLP & Affiliated Entities Pension Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
P & M Holding Group, LLP & Affiliated Entities Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. P & M Holding Group, LLP & Affiliated Entities Pension Plan lands in the large band (1,182 participants).
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.
Plan-year Form 5500 strip
Filing strip 381357951 · P & M Holding Group, LLP PY 2024 · Money Purchase
P & M Holding Group, LLP & Affiliated Entities Pension Plan · $250M · 1,182 · 95th
- 5500 $250M
- 5500 1,182
- 5500 95th
- 5500 Money Purchase
- 5500 near Mo-Kan Iron Workers Annuity Fund
- 5500 ind #19416
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 Professional & Technical Services retirement plans → · Plans in Michigan →
P & M Holding Group, LLP & Affiliated Entities Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $250M |
| Net Income | $24M |
| Employer EIN | 381357951 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P & M Holding Group, LLP)
Sponsor-wide plan assets over time
All P & M Holding Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 30.998258214130015% vs 2022
- 2024 filing year
| 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.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
- Michiana Area Electrical Workers' Money Purchase Plan $124M · 782
P & M Holding Group, LLP & Affiliated Entities Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Michigan, the nearest Money Purchase by assets is Mo-Kan Iron Workers Annuity Fund in MO ($247M); by covered participants it is Au Medical Associates Employees' Money Purchase Pension Plan in GA (1,177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($250M here).
- Mo-Kan Iron Workers Annuity Fund (MO) $247M · 1,662
- Alaska Electrical Retirement Savings Plan (AK) $246M · 2,528
- Noblis, Inc. Qualified Retirement Plan (VA) $246M · 2,434
- Rhode Island Laborers Annuity Fund (RI) $255M · 9,172
Similar participant headcount
Nearest other-state filings by covered participants (1,182 participants); asset peers above are excluded.
- Au Medical Associates Employees' Money Purchase Pension Plan (GA) 1,177 · 5 off
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) 1,188 · 6 off
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) 1,175 · 7 off
- The 401(a) Retirement Plan (NY) 1,194 · 12 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.