401(k) · DOL Form 5500 · 2024
P & M Holding Group, LLP 401(k) Plan
Data updated 2026-08-25
- $747M
- Total assets Above avg plan size
- 3,777
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $197,902
- Avg per participant Above avg balance/head
Official DOL plan name: P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan · Sponsored by P & M Holding Group, LLP · Michigan · Professional & Technical Services
$747M in assets, 3,777 participants
P & M Holding Group, LLP's P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reported $747M in total assets and 3,777 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #19,898 in Professional & Technical Services (20,173 peers)
Coverage in Michigan
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan covers 3,777 participants in Michigan, 5.9x the typical Michigan plan (state average ~638 per filing). Assets: $747M.
- #19,898
- in Professional & Technical Services (20,173 peers)
- +14.0%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's outsized position by total assets
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$747,477,733 Top 2% higher than 98% 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 Tax Savings 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 Tax Savings Plan lands in the large band (3,777 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan end-of-year assets rose from $655M in the plan year 2023 filing to $747M in the plan year 2024 filing.
- P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reported participants rose from 3,660 in the plan year 2023 filing to 3,777 in the plan year 2024 filing.
- P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reported net income rose from $90M in the plan year 2023 filing to $92M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 381357951 · P & M Holding Group, LLP PY 2024 · 401(k)
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan · $747M · 3,777 · 98th
- TYPE $747M
- TYPE 3,777
- TYPE 98th
- TYPE 401(k)
- TYPE near Davis Wright Tremaine LLP 401(k) Profit Sharing Plan
- TYPE ind #19898
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 Tax Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $747M |
| Net Income | $92M |
| Employer EIN | 381357951 |
| Plan Effective Date | 1983-07-01 |
| 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 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Davis Wright Tremaine LLP 401(k) Profit Sharing Plan in WA ($748M); by covered participants it is Webber, LLC 401(k) Savings Plan in TX (3,778 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($747M here).
- Davis Wright Tremaine LLP 401(k) Profit Sharing Plan (WA) $748M · 1,465
- Exact Sciences Corporation 401(k) Plan (WI) $749M · 6,344
- Gerdau Ameristeel US 401(k) Retirement Plan (FL) $746M · 3,321
- Caterpillar Inc. Tax Deferred Retirement Plan (TX) $749M · 7,176
Similar participant headcount
Nearest other-state filings by covered participants (3,777 participants); asset peers above are excluded.
- Webber, LLC 401(k) Savings Plan (TX) 3,778 · 1 off
- Mattel, Inc. Personal Investment Plan (CA) 3,779 · 2 off
- Nestle USA, Inc. Hourly Retirement Savings Plan (OH) 3,779 · 2 off
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan (NY) 3,779 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.