401(k) · DOL Form 5500 · 2022

The Management Trust 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
598
Participants Below avg headcount
68th
Percentile by assets National rank
$19,294
Avg per participant Low balance/head
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Official DOL plan name: The Management Trust Employee 401(k) Savings Plan · Sponsored by The Management Trust · California · Real Estate

$12M in assets, 598 participants

The Management Trust's The Management Trust Employee 401(k) Savings Plan reported $12M in total assets and 598 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,177 in Real Estate (5,057 peers)

The Management Trust multi-year trail

The Management Trust's plans moved +140.2% in assets from 2022 to 2024; this filing shows The Management Trust Employee 401(k) Savings Plan at $12M / 598 participants.

#4,177
in Real Estate (5,057 peers)
-7.3%
assets change YoY

The plan reported a net loss of $913K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Management Trust Employee 401(k) Savings Plan's outsized position by total assets

The Management Trust Employee 401(k) Savings Plan vs every filed plan by assets

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

$11,537,717 Top 32% higher than 68% 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 Trust Employee 401(k) Savings 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 Trust Employee 401(k) Savings Plan sits mid-pack in the medium band (598 participants).

Published 5500 schedule card

Filing strip 203911881 · The Management Trust PY 2022 · 401(k)

The Management Trust Employee 401(k) Savings Plan · $12M · 598 · 68th

  • EOY $12M
  • EOY 598
  • EOY 68th
  • EOY 401(k)
  • EOY near Knight Piesold and Co. 401(k) Retirement Plan
  • EOY ind #4177

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 →

The Management Trust Employee 401(k) Savings Plan in the asset neighbourhood

The Management Trust Employee 401(k) Savings PlanThe Management Trust Employe…$12MKnight Piesold and Co. 401(k) Retirement PlanKnight Piesold and Co. 401(k…$12MCmc Energy Services Profit Sharing and 401 (K) PlanCmc Energy Services Profit S…$12MBonita Springs Utilities, Inc. 401(k) Profit Sharing PlanBonita Springs Utilities, In…$12MSpirit Realty Capital, Inc. 401(k) PlanSpirit Realty Capital, Inc. …$12M
End-of-year total assets ($M) among The Management Trust Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Management Trust multi-year asset trail

Sponsor-wide plan assets over time

All The Management Trust 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 Trust filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$913K
Employer EIN203911881
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Management Trust Employee 401(k) Savings Plan, Total assets ($B): 0.011537717 · Participants: 598The Management Trust Employee 401(k) Savings 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
The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Management Trust Employee 401(k) Savings Plan side-by-side with 3 peers →

The Management Trust Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Knight Piesold and Co. 401(k) Retirement Plan in CO ($12M); by covered participants it is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 The Management Trust Employee 401(k) Savings Plan assets move in 2022? ▼
The Management Trust Employee 401(k) Savings Plan pulled back noticeably - down 7.3% during 2022, from $12M to $12M. Reported net income was -$913K.
How have The Management Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Trust's sponsor-wide assets grew 140.2%, from $26M to $61M.
Which 401(k) plans are similar in size to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knight Piesold and Co. 401(k) Retirement Plan in CO ($12M, 96 participants).
Which 401(k) plans cover a similar participant headcount to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants, $32M 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.