ESOP · DOL Form 5500 · 2022

The Management Association, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
525
Participants Below avg headcount
71st
Percentile by assets National rank
$26,703
Avg per participant Low balance/head
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Official DOL plan name: The Management Association, Inc. Employee Stock Ownership Plan · Sponsored by The Management Association, Inc. · California · Real Estate

$14M in assets, 525 participants

The Management Association, Inc.'s The Management Association, Inc. Employee Stock Ownership Plan reported $14M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,304 in Real Estate (5,057 peers)

The Management Association, Inc. multi-year trail

The Management Association, Inc.'s plans moved +140.2% in assets from 2022 to 2024; this filing shows The Management Association, Inc. Employee Stock Ownership Plan at $14M / 525 participants.

#4,304
in Real Estate (5,057 peers)
+169.6%
assets growth YoY

The Management Association, Inc. Employee Stock Ownership Plan's outsized position by total assets

The Management Association, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,019,000 Top 29% higher than 71% 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 Management Association, Inc. Employee Stock Ownership 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 Management Association, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (525 participants).

Plan-year Form 5500 strip

Filing strip 203911881 · The Management Association, Inc. PY 2022 · ESOP

The Management Association, Inc. Employee Stock Ownership Plan · $14M · 525 · 71st

  • IND $14M
  • EOY 525
  • 5500 71st
  • ASSETS ESOP
  • PCT near Progressive Ae Employee Stock Ownership Plan
  • EIN ind #4304

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 What is an ESOP? → · Plans in California →

The Management Association, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Citizens & Northern Corp. Employee Stock Ownership PlanCitizens & Northern Corp. Em…$14MThe Management Association, Inc. Employee Stock Ownership PlanThe Management Association, …$14MProgressive Ae Employee Stock Ownership PlanProgressive Ae Employee Stoc…$14MMrsl Employee Stock Ownership PlanMrsl Employee Stock Ownershi…$14MRhodes Development Group, Inc. Employee Stock Ownership PlanRhodes Development Group, In…$14M
End-of-year total assets ($M) among The Management Association, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Management Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Management Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 140.23782866946485% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
Year Plans Participants Total Assets
2022 2 1,123 $26M
2023 2 1,142 $49M
2024 2 1,243 $61M

The Management Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$14M
Net Income$10M
Employer EIN203911881
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Management Association, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Management Association, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014019 · Participants: 525The Management Association, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
The Management Association, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare The Management Association, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Management Association, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Progressive Ae Employee Stock Ownership Plan in MI ($14M); by covered participants it is Petersen, Inc. Frozen Capital Accumulation Plan in UT (525 participants). Same-state nearby plans are listed separately above.

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 Management Association, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Management Association, Inc. Employee Stock Ownership Plan surged - up 169.6% during 2022, from $5M to $14M. Reported net income was $10M.
How have The Management Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Association, Inc.'s sponsor-wide assets grew 140.2%, from $26M to $61M.
Which ESOP plans are similar in size to The Management Association, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Progressive Ae Employee Stock Ownership Plan in MI ($14M, 241 participants).
Which ESOP plans cover a similar participant headcount to The Management Association, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Petersen, Inc. Frozen Capital Accumulation Plan in UT (525 participants, $17M 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 203911881.

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.