Assets by plan
Share of aggregate retirement assets
Filings through .
The Mallory Group Incorporated
EIN 62-0291330Transportation and WarehousingLatest filing 2025
Plans
4
Retirement
2
$31.3M assets
Health & Benefits
2
$538K premiums
Participants
1,023
4294 SWINNEA RD - MEMPHIS, TN 38118901-367-9400
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $31.3M assets / 646 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $538K premiums / 490 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$317K
- Life$305K
- Short-term disability$305K
- Long-term disability$305K
- Dental$221K
- Vision$221K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
THE MALLORY GROUP 401(K) SAVINGS PLAN
401(k)
Assets$29.3M
Participants450
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE MALLORY GROUP RETIREMENT SAVINGS PLAN
Profit-sharing
Assets$2.0M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
THE MALLORY GROUP HEALTH AND WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$538K
Covered lives490
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
THE MALLORY GROUP HRA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | THE MALLORY GROUP 401(K) SAVINGS PLAN | 401(k) | $29.3M | 450 | 2025 |
| #003 | THE MALLORY GROUP RETIREMENT SAVINGS PLAN | Profit-sharing | $2.0M | 196 | 2024 |
- #004 · 401(k) · 2025450
- #003 · Profit-sharing · 2024196
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | THE MALLORY GROUP HEALTH AND WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $538K | 490 | 2025 |
| #505 | THE MALLORY GROUP HRA PLAN | Self-funded | - | $0 | 0 | 2024 |
- #504 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025490
- #505 · Self-funded · 20240
Retirement plans
Health & Benefits plans