401(k) · DOL Form 5500 · 2022

Preservation Partners Management Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
235
Participants Below avg headcount
46th
Percentile by assets National rank
$17,266
Avg per participant Low balance/head
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Official DOL plan name: Preservation Partners Management Group 401(k) Plan · Sponsored by Preservation Partners Management Group · California · Real Estate

$4M in assets, 235 participants

Preservation Partners Management Group's Preservation Partners Management Group 401(k) Plan reported $4M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,257 in Real Estate (5,057 peers)

Coverage in California

Preservation Partners Management Group 401(k) Plan covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $4M.

#3,257
in Real Estate (5,057 peers)
-28.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Preservation Partners Management Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Preservation Partners Management Group 401(k) Plan vs every filed plan by assets

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

$4,057,439 46th percentile higher than 46% 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

Preservation Partners Management Group 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. Preservation Partners Management Group 401(k) Plan sits mid-pack in the medium band (235 participants).

Form 5500 schedule snapshot

Filing strip 204727969 · Preservation Partners Management Group PY 2022 · 401(k)

Preservation Partners Management Group 401(k) Plan · $4M · 235 · 46th

  • IND $4M
  • EOY 235
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Esterline & Sons Mfg., LLC 401(k)Plan
  • EIN ind #3257

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 →

Preservation Partners Management Group 401(k) Plan in the asset neighbourhood

Preservation Partners Management Group 401(k) PlanPreservation Partners Manage…$4MEsterline & Sons Mfg., LLC 401(k)PlanEsterline & Sons Mfg., LLC 4…$4MChris-Hill Construction Company 401(k) PlanChris-Hill Construction Comp…$4MBusiness Training Library, LLC 401(k) Profit Sharing PlanBusiness Training Library, L…$4MNew England Tractor Trailer Training 401(k) Savings PlanNew England Tractor Trailer …$4M
End-of-year total assets ($M) among Preservation Partners Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN204727969
Plan Effective Date2007-08-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Preservation Partners Management Group)

Sponsor-wide plan assets over time

All Preservation Partners Management Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 2.002322154442741% vs 2022
2023 filing year
$3.95M$4M$4.05M$4.1M 20222023 $4.06M $3.98M ▼ -2.0%
Year Plans Participants Total Assets
2022 1 235 $4M
2023 1 205 $4M

Nearby 401(k) Plans in California

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

Preservation Partners Management Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Preservation Partners Management Group 401(k) Plan, Total assets ($B): 0.004057439 · Participants: 235Preservation Partners Management Group 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
Preservation Partners Management Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Preservation Partners Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Esterline & Sons Mfg., LLC 401(k)Plan in OH ($4M); by covered participants it is Provest LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Preservation Partners Management Group 401(k) Plan assets move in 2022? ▼
Preservation Partners Management Group 401(k) Plan declined sharply - down 28.4% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Preservation Partners Management Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Preservation Partners Management Group's sponsor-wide assets declined 2.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Preservation Partners Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esterline & Sons Mfg., LLC 401(k)Plan in OH ($4M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Preservation Partners Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Provest LLC 401(k) Plan in FL (235 participants, $5M 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 204727969.

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.