401(k) · DOL Form 5500 · 2022

Michelson Realty Company LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
177
Participants Small participant base
75th
Percentile by assets National rank
$96,224
Avg per participant Below avg balance/head
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Official DOL plan name: The Michelson Organization Savings Investment Plan · Sponsored by Michelson Realty Company LLC · Missouri · Real Estate

$17M in assets, 177 participants

Michelson Realty Company LLC's The Michelson Organization Savings Investment Plan reported $17M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,431 in Real Estate (5,057 peers)

Coverage in Missouri

The Michelson Organization Savings Investment Plan covers 177 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $17M.

#4,431
in Real Estate (5,057 peers)
-19.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Michelson Organization Savings Investment Plan's outsized position by total assets

The Michelson Organization Savings Investment Plan vs every filed plan by assets

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

$17,031,700 Top 25% higher than 75% 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

The Michelson Organization Savings Investment 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. The Michelson Organization Savings Investment Plan sits mid-pack in the medium band (177 participants).

DOL schedule card

Filing strip 020677900 · Michelson Realty Company LLC PY 2022 · 401(k)

The Michelson Organization Savings Investment Plan · $17M · 177 · 75th

  • PHOTO $17M
  • IND 177
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Star Furniture 401(k) Plan
  • PCT ind #4431

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 Missouri →

The Michelson Organization Savings Investment Plan in the asset neighbourhood

The Michelson Organization Savings Investment PlanThe Michelson Organization S…$17MStar Furniture 401(k) Plan$17MMrcc 401(k) Plan$17MLifting Gear Hire Corporation 401(k) PlanLifting Gear Hire Corporatio…$17MHenry Avocado Corporation$17M
End-of-year total assets ($M) among The Michelson Organization Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN020677900
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michelson Realty Company LLC)

Sponsor-wide plan assets over time

All Michelson Realty Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.17489739720639% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17M $24.2M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 177 $17M
2023 1 174 $21M
2024 1 153 $24M

Nearby 401(k) Plans in Missouri

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

The Michelson Organization Savings Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants The Michelson Organization Savings Investment Plan, Total assets ($B): 0.0170317 · Participants: 177The Michelson Organization Savings Investment PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
The Michelson Organization Savings Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare The Michelson Organization Savings Investment Plan side-by-side with 3 peers →

The Michelson Organization Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Star Furniture 401(k) Plan in TX ($17M); by covered participants it is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 The Michelson Organization Savings Investment Plan assets move in 2022? ▼
The Michelson Organization Savings Investment Plan declined sharply - down 19.2% during 2022, from $21M to $17M. Reported net income was -$4M.
How have Michelson Realty Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michelson Realty Company LLC's sponsor-wide assets grew 42.2%, from $17M to $24M.
Where does The Michelson Organization Savings Investment Plan rank by assets among Form 5500 filers? ▼
The Michelson Organization Savings Investment Plan ranks in the 75th 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 The Michelson Organization Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Star Furniture 401(k) Plan in TX ($17M, 337 participants).
Which 401(k) plans cover a similar participant headcount to The Michelson Organization Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants, $4M 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 020677900.

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.