401(k) · DOL Form 5500 · 2022

Medley Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
12
Participants Small participant base
58th
Percentile by assets National rank
$600,578
Avg per participant High balance/head
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Official DOL plan name: Medley Partners Management 401(k) and Profit Sharing Plan · Sponsored by Medley Partners Management LLC · California · Finance & Insurance

$7M in assets, 12 participants

Medley Partners Management LLC's Medley Partners Management 401(k) and Profit Sharing Plan reported $7M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,856 in Finance & Insurance (9,261 peers)

Medley Partners Management LLC multi-year trail

Medley Partners Management LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Medley Partners Management 401(k) and Profit Sharing Plan at $7M / 12 participants.

#3,856
in Finance & Insurance (9,261 peers)
-10.3%
assets change YoY

The plan reported a net loss of $826K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Medley Partners Management 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Medley Partners Management 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$7,206,930 Top 42% higher than 58% 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

Medley Partners Management 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medley Partners Management 401(k) and Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

DOL schedule card

Filing strip 208773466 · Medley Partners Management LLC PY 2022 · 401(k)

Medley Partners Management 401(k) and Profit Sharing Plan · $7M · 12 · 58th

  • RANK $7M
  • RANK 12
  • RANK 58th
  • RANK 401(k)
  • RANK near Copper Queen Community Hospital 403(b) Plan
  • RANK ind #3856

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 Finance & Insurance retirement plans → · Plans in California →

Medley Partners Management 401(k) and Profit Sharing Plan in the asset neighbourhood

Medley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$7MCopper Queen Community Hospital 403(b) PlanCopper Queen Community Hospi…$7MLittle Sprouts Rainbow Fund$7MHegg Memorial Health Center Retirement PlanHegg Memorial Health Center …$7MCpr Advisor K Mep Fiduciary Wise LLCCpr Advisor K Mep Fiduciary …$7M
End-of-year total assets ($M) among Medley Partners Management 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Medley Partners Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Medley Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.89454594397336% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.5M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 12 $7M
2023 1 13 $9M
2024 1 14 $12M

Medley Partners Management LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$826K
Employer EIN208773466
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Medley Partners Management 401(k) and Profit Sharing Plan, Total assets ($B): 0.00720693 · Participants: 12Medley Partners Management 401(k) and Profit Sharing 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
Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medley Partners Management 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medley Partners Management 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Copper Queen Community Hospital 403(b) Plan in AZ ($7M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Medley Partners Management 401(k) and Profit Sharing Plan assets move in 2022? ▼
Medley Partners Management 401(k) and Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $8M to $7M. Reported net income was -$826K.
How have Medley Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medley Partners Management LLC's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Copper Queen Community Hospital 403(b) Plan in AZ ($7M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 participants, N/A 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 208773466.

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.