401(k) · DOL Form 5500 · 2022

Managed Resources, Inc 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$2M
Total assets
112
Participants
13th
Percentile by assets

Sponsored by Managed Resources, Inc · California · Professional & Technical Services

What the 2022 filing shows

Managed Resources, Inc 401(k) Profit Sharing Plan and Trust holds $2M for 112 participants - about $20,114 per participant, among the smaller plans by assets on file, down 7.6% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
112
covered participants
13th
percentile by assets (of 84,055 plans)
$20,114
avg assets per participant

The plan reported a net loss of $185K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
112
State
Industry
Professional & Technical Services

What the Filing Says About Managed Resources, Inc 401(k) Profit Sharing Plan and Trust

Managed Resources, Inc 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Managed Resources, Inc, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 112 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330598107, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end - a decline of 7.6%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-185,232 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-185,232
Plan Type401(k)
Employer EIN330598107
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Managed Resources, Inc 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Managed Resources, Inc 401(k) Profit Sharing Plan and Trust holds $2M in total assets with 112 participants. It is sponsored by Managed Resources, Inc.
What type of plan is Managed Resources, Inc 401(k) Profit Sharing Plan and Trust?
Managed Resources, Inc 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 330598107.
Who sponsors the Managed Resources, Inc 401(k) Profit Sharing Plan and Trust?
Managed Resources, Inc 401(k) Profit Sharing Plan and Trust is sponsored by Managed Resources, Inc, located in California. The sponsor's EIN is 330598107 and the plan operates in the Professional & Technical Services industry.
How did Managed Resources, Inc 401(k) Profit Sharing Plan and Trust perform in 2022?
Managed Resources, Inc 401(k) Profit Sharing Plan and Trust declined by 7.6% during 2022, moving from $2M to $2M in total assets. Net income was $-185,232.
Where can I find official filings for Managed Resources, Inc 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Managed Resources, Inc 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330598107 or plan name at efast.dol.gov.
How does Managed Resources, Inc 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Managed Resources, Inc 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 330598107.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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