401(k) · DOL Form 5500 · 2022

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
233
Participants Below avg headcount
87th
Percentile by assets National rank
$197,846
Avg per participant Above avg balance/head
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Official DOL plan name: Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · Sponsored by Manning & Kass, Ellrod, Ramirez, Trester LLP · California · Professional & Technical Services

$46M in assets, 233 participants

Manning & Kass, Ellrod, Ramirez, Trester LLP's Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported $46M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,032 in Professional & Technical Services (21,562 peers)

Coverage in California

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $46M.

#19,032
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's outsized position by total assets

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs every filed plan by assets

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

$46,098,133 Top 13% higher than 87% 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

Manning & Kass, Ellrod, Ramirez, Trester LLP 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. Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan sits mid-pack in the medium band (233 participants).

Plan-year Form 5500 strip

Filing strip 954469763 · Manning & Kass, Ellrod, Ramirez, Trester LLP PY 2022 · 401(k)

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · $46M · 233 · 87th

  • 5500 $46M
  • 5500 233
  • 5500 87th
  • 5500 401(k)
  • 5500 near The Unico 401(k) Plan
  • 5500 ind #19032

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 Professional & Technical Services retirement plans → · Plans in California →

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan in the asset neighbourhood

Citizen Potawatomi Nation Employee 401(k) Retirement PlanCitizen Potawatomi Nation Em…$46MNouryon Chemicals Hourly Savings PlanNouryon Chemicals Hourly Sav…$46MSobi, Inc 401(k) Retirement PlanSobi, Inc 401(k) Retirement …$46MManning & Kass, Ellrod, Ramirez, Trester LLP 401(k) PlanManning & Kass, Ellrod, Rami…$46MThe Unico 401(k) Plan$46M
End-of-year total assets ($M) among Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$46M
Net Income-$10M
Employer EIN954469763
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Manning & Kass, Ellrod, Ramirez, Trester LLP)

Sponsor-wide plan assets over time

All Manning & Kass, Ellrod, Ramirez, Trester LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 20.04865793588647% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $55.3M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 233 $46M
2023 1 243 $54M
2024 1 247 $55M

Nearby 401(k) Plans in California

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

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan, Total assets ($B): 0.046098133 · Participants: 233Manning & Kass, Ellrod, Ramirez, Trester LLP 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
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan side-by-side with 3 peers →

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Unico 401(k) Plan in WA ($46M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan assets move in 2022? ▼
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan declined sharply - down 17.4% during 2022, from $56M to $46M. Reported net income was -$10M.
How have Manning & Kass, Ellrod, Ramirez, Trester LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Manning & Kass, Ellrod, Ramirez, Trester LLP's sponsor-wide assets grew 20.0%, from $46M to $55M.
Where does Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan ranks in the 87th 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 Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Unico 401(k) Plan in WA ($46M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oak Ridge 401(k) Plan in IN (233 participants, $7M 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 954469763.

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.