Defined Benefit (Pension) · DOL Form 5500 · 2024
P&m Holding Group, LLP Pension Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 370
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $245,967
- Avg per participant Above avg balance/head
Official DOL plan name: P&m Holding Group, LLP Cash Balance Plan · Sponsored by P&m Holding Group, LLP · Michigan · Professional & Technical Services
$91M in assets, 370 participants
P&m Holding Group, LLP's P&m Holding Group, LLP Cash Balance Plan reported $91M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #18,325 in Professional & Technical Services (20,173 peers)
Where P&m Holding Group, LLP Cash Balance Plan sits by assets
P&m Holding Group, LLP Cash Balance Plan sits in the top 10% of all filed plans by assets, $91M for 370 participants (~$245,967/participant), up 26.9% in 2024.
- #18,325
- in Professional & Technical Services (20,173 peers)
- +26.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
P&m Holding Group, LLP Cash Balance Plan's outsized position by total assets
P&m Holding Group, LLP Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,007,652 Top 10% higher than 90% 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 Cash Balance 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. P&m Holding Group, LLP Cash Balance Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- P&m Holding Group, LLP Cash Balance Plan end-of-year assets rose from $72M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- P&m Holding Group, LLP Cash Balance Plan reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- P&m Holding Group, LLP Cash Balance Plan reported participants rose from 360 in the plan year 2023 filing to 370 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381357951 · P&m Holding Group, LLP PY 2024 · Defined Benefit (Pension)
P&m Holding Group, LLP Cash Balance Plan · $91M · 370 · 90th
- RANK $91M
- PHOTO 370
- IND 90th
- EOY Defined Benefit (Pension)
- 5500 near Employees Retirement Plan of St. Barnabas Hospital and Affiliates
- ASSETS ind #18325
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 Cash Balance Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $19M |
| Employer EIN | 381357951 |
| Plan Effective Date | 2020-07-01 |
| 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 Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $42.5B · 15,648
- Ford Motor Company UAW Retirement Plan $17.8B · 25,742
- Ford Motor Company General Retirement Plan $12.1B · 8,585
- Dow Employees' Pension Plan $10.9B · 6,888
- Fca US LLC UAW Pension Agreement $10.3B · 12,752
P&m Holding Group, LLP Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Employees Retirement Plan of St. Barnabas Hospital and Affiliates in NY ($91M); by covered participants it is Cleco Corporate Holdings LLC Pension Plan in LA (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Employees Retirement Plan of St. Barnabas Hospital and Affiliates (NY) $91M · 223
- Amalgamated Transit Union Pension Plan for International Officers and Employees (MD) $91M · 72
- Retirement Plan for Employees of South Jersey Industries, Inc. (NJ) $91M · 30
- Carroll Hospital Center, Inc. Retirement Income Plan (MD) $91M · 251
Similar participant headcount
Nearest other-state filings by covered participants (370 participants); asset peers above are excluded.
- Cleco Corporate Holdings LLC Pension Plan (LA) 370 · 0 off
- Service Federal Credit Union Retirement Pension Plan (NH) 370 · 0 off
- Vencore, Inc. Pension Plan (VA) 370 · 0 off
- White & Case LLP Pension Plan (NY) 370 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.