401(k) · DOL Form 5500 · 2022

Pond Realty Company Dba Joseph Management 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
893
Participants Near avg headcount
85th
Percentile by assets National rank
$41,671
Avg per participant Low balance/head
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Official DOL plan name: Joseph Management Group 401(k) Retirement Savings Plan and Trust · Sponsored by Pond Realty Company Dba Joseph Management · Ohio · Retail Trade

$37M in assets, 893 participants

Pond Realty Company Dba Joseph Management's Joseph Management Group 401(k) Retirement Savings Plan and Trust reported $37M in total assets and 893 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,738 in Retail Trade (9,519 peers)

Where Joseph Management Group 401(k) Retirement Savings Plan and Trust sits by assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 893 participants (~$41,671/participant), down 9.6% in 2022.

#8,738
in Retail Trade (9,519 peers)
-9.6%
assets change YoY
0.4×
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.

Joseph Management Group 401(k) Retirement Savings Plan and Trust's outsized position by total assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$37,212,303 Top 15% higher than 85% 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

Joseph Management Group 401(k) Retirement Savings Plan and Trust 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. Joseph Management Group 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (893 participants).

Plan-year Form 5500 strip

Filing strip 310746641 · Pond Realty Company Dba Joseph Management PY 2022 · 401(k)

Joseph Management Group 401(k) Retirement Savings Plan and Trust · $37M · 893 · 85th

  • NET $37M
  • NET 893
  • NET 85th
  • NET 401(k)
  • NET near Ttcu Retirement Plan
  • NET ind #8738

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 Retail Trade retirement plans → · Plans in Ohio →

Joseph Management Group 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

The O'connell Companies, Inc. 401(k) PlanThe O'connell Companies, Inc…$37MIntermedia.Net 401(k) Plan$37MJoseph Management Group 401(k) Retirement Savings Plan and TrustJoseph Management Group 401(…$37MTtcu Retirement Plan$37MKonami Digital Entertainment, Inc. 401(k) Savings PlanKonami Digital Entertainment…$37M
End-of-year total assets ($M) among Joseph Management Group 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$37M
Net Income-$4M
Employer EIN310746641
Plan Effective Date1995-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pond Realty Company Dba Joseph Management)

Sponsor-wide plan assets over time

All Pond Realty Company Dba Joseph Management plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.35444772122811% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.2M $47.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 893 $37M
2023 1 865 $42M
2024 1 906 $48M

Nearby 401(k) Plans in Ohio

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

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Joseph Management Group 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.037212303 · Participants: 893Joseph Management Group 401(k) Retirement Savings Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Joseph Management Group 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

Joseph Management Group 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ttcu Retirement Plan in OK ($37M); by covered participants it is Omaha Steaks 401(k) Plan in NE (893 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (893 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 Joseph Management Group 401(k) Retirement Savings Plan and Trust assets move in 2022? ▼
Joseph Management Group 401(k) Retirement Savings Plan and Trust pulled back noticeably - down 9.6% during 2022, from $41M to $37M. Reported net income was -$4M.
How have Pond Realty Company Dba Joseph Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pond Realty Company Dba Joseph Management's sponsor-wide assets grew 28.4%, from $37M to $48M.
Where does Joseph Management Group 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Joseph Management Group 401(k) Retirement Savings Plan and Trust ranks in the 85th 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 Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ttcu Retirement Plan in OK ($37M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Omaha Steaks 401(k) Plan in NE (893 participants, $89M 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 310746641.

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.