401(k) · DOL Form 5500 · 2022

Filbert Management 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
186
Participants Below avg headcount
82nd
Percentile by assets National rank
$152,133
Avg per participant Above avg balance/head
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Official DOL plan name: Filbert Management 401(k) Plan · Sponsored by Filbert Management · California · Real Estate

$28M in assets, 186 participants

Filbert Management's Filbert Management 401(k) Plan reported $28M in total assets and 186 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,662 in Real Estate (5,057 peers)

Coverage in California

Filbert Management 401(k) Plan covers 186 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,662
in Real Estate (5,057 peers)
-17.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Filbert Management 401(k) Plan's outsized position by total assets

Filbert Management 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,296,769 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filbert Management 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Filbert Management 401(k) Plan sits mid-pack in the medium band (186 participants).

Form 5500 schedule snapshot

Filing strip 943137641 · Filbert Management PY 2022 · 401(k)

Filbert Management 401(k) Plan · $28M · 186 · 82nd

  • SCH $28M
  • EBSA 186
  • PART 82nd
  • TYPE 401(k)
  • NET near Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling 401(k) Plan and Trust
  • BOOK ind #4662

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 Real Estate retirement plans → · Plans in California →

Filbert Management 401(k) Plan in the asset neighbourhood

Filbert Management 401(k) PlanFilbert Management 401(k) Pl…$28MPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling 401(k) Plan and TrustPacific Hide & Fur Depot D/B…$28MElectro-Matic Ventures, Inc., Profit Sharing & 401(k) PlanElectro-Matic Ventures, Inc.…$28MTruwest 401(k) Retirement PlanTruwest 401(k) Retirement Pl…$28MCape Cod Lumber Co., Inc. 401(k) PlanCape Cod Lumber Co., Inc. 40…$28M
End-of-year total assets ($M) among Filbert Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN943137641
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Filbert Management)

Sponsor-wide plan assets over time

All Filbert Management plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.576683578255878% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $28.3M $21.9M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 186 $28M
2023 1 112 $28M
2024 1 56 $22M

Nearby 401(k) Plans in California

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

Filbert Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Filbert Management 401(k) Plan, Total assets ($B): 0.028296769 · Participants: 186Filbert Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Filbert Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Filbert Management 401(k) Plan side-by-side with 3 peers →

Filbert Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling 401(k) Plan and Trust in MT ($28M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Filbert Management 401(k) Plan assets move in 2022? ▼
Filbert Management 401(k) Plan declined sharply - down 17.6% during 2022, from $34M to $28M. Reported net income was -$6M.
How have Filbert Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Filbert Management's sponsor-wide assets declined 22.6%, from $28M to $22M.
Where does Filbert Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Filbert Management 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Filbert Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling 401(k) Plan and Trust in MT ($28M, 823 participants).
Which 401(k) plans cover a similar participant headcount to Filbert Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (186 participants, $53K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943137641.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.