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Sponsor portfolio

PAT MOONEY, INC.

EIN 36-2137813-machinery-Latest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
73
16 W OFFICIAL ROAD - ADDISON, IL 60101630-543-6222LinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#002401k-$6.4M - 38 part#003CashBalance-$2.8M - 35 part

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 73 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • MOONEY, INC. 401(K) (#002)70%
  • CASH BALANCE PENSION (#003)30%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MOONEY, INC. 401(K) (#002)38
  • CASH BALANCE PENSION (#003)35
Total 73Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PAT MOONEY, INC. 401(K) PLAN

401k

Assets$6.4M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PAT MOONEY, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.8M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PAT MOONEY, INC. 401(K) PLAN401k$6.4M382025
003PAT MOONEY, INC. CASH BALANCE PENSION PLANCashBalance$2.8M352024
Retirement plans
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