Preferred Managing Agency, LLC 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

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

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Sponsored by Preferred Managing Agency, LLC · Florida · Finance & Insurance

What the 2023 filing shows

Preferred Managing Agency, LLC 401(k) Plan holds N/A for 104 participants.

N/A
total plan assets (2022 EOY): 104
covered participants: $-6,998,102
reported net income

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

N/A

Participants

104

State

Florida

Industry

Finance & Insurance

What the Filing Says About Preferred Managing Agency, LLC 401(k) Plan

Preferred Managing Agency, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Preferred Managing Agency, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 104 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 593480242, and the plan has been effective since 2016-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-6,998,102 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)	$7M
Total Assets (End of Year)	N/A
Net Assets (End of Year)	N/A
Net Income	$-6,998,102
Plan Type	401(k)
Employer EIN	593480242
Plan Effective Date	2016-07-01
Filing Status	FILING RECEIVED

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Related Data

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Frequently Asked Questions

How much money is in the Preferred Managing Agency, LLC 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Preferred Managing Agency, LLC 401(k) Plan holds N/A in total assets with 104 participants. It is sponsored by Preferred Managing Agency, LLC.

What type of plan is Preferred Managing Agency, LLC 401(k) Plan? ▼

Preferred Managing Agency, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2016-07-01. The plan is filed with the U.S. Department of Labor under EIN 593480242.

Who sponsors the Preferred Managing Agency, LLC 401(k) Plan? ▼

Preferred Managing Agency, LLC 401(k) Plan is sponsored by Preferred Managing Agency, LLC, located in Florida. The sponsor's EIN is 593480242 and the plan operates in the Finance & Insurance industry.

How did Preferred Managing Agency, LLC 401(k) Plan perform in 2022? ▼

Preferred Managing Agency, LLC 401(k) Plan held N/A in total assets at the end of 2022. Net income was $-6,998,102.

Where can I find official filings for Preferred Managing Agency, LLC 401(k) Plan? ▼

Official Form 5500 filings for Preferred Managing Agency, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 593480242 or plan name at efast.dol.gov.

How does Preferred Managing Agency, LLC 401(k) Plan compare to other plans? ▼

You can compare Preferred Managing Agency, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.