401(k) · DOL Form 5500 · 2024

P & M Holding Group, LLP 401(k) Plan

Data updated 2026-08-11

$747M
Total assets: 3,777
Participants: 98th
Percentile by assets: $197,902
Avg per participant

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.

98th percentile by assets (of 123,622 plans)
#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.

$747M
total plan assets (2024 EOY): 3,777
covered participants: 98th
percentile by assets (of 123,622 plans): $197,902
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Michigan

Industry

Professional & Technical Services

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan reports 3,777 participants - 5.9x that state average ($747M EOY assets).

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)

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 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

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

Compare P & M Holding Group, LLP & Affiliated En… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan by total assets, not by location.

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

Frequently Asked Questions

How did P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan assets move in 2024? ▼

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan grew at a solid clip - up 14.0% during 2024, from $655M to $747M. Reported net income was $92M.

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 Tax Savings Plan rank by assets among Form 5500 filers? ▼

P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan ranks in the 98th 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 401(k) plans are similar in size to P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Davis Wright Tremaine LLP 401(k) Profit Sharing Plan in WA ($748M, 1,465 participants).

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

Filing takeaways

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

By total assets, P & M Holding Group, LLP & Affiliated Entities Tax Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
P & M Holding Group, LLP's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.