401(k) · DOL Form 5500 · 2023

Metro Equity Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
28th
Percentile by assets National rank
$163,904
Avg per participant Above avg balance/head
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Official DOL plan name: Metro Equity Management, LLC Retirement Savings Plan · Sponsored by Metro Equity Management, LLC · Minnesota · Real Estate

$2M in assets, 10 participants

Metro Equity Management, LLC's Metro Equity Management, LLC Retirement Savings Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,246 in Real Estate (4,727 peers)

Metro Equity Management, LLC multi-year trail

Metro Equity Management, LLC's plans moved +46.7% in assets from 2022 to 2024; this filing shows Metro Equity Management, LLC Retirement Savings Plan at $2M / 10 participants.

#2,246
in Real Estate (4,727 peers)
+25.0%
assets growth YoY

Metro Equity Management, LLC Retirement Savings Plan among the smaller filed plans by assets

Metro Equity Management, LLC Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,639,042 28th percentile higher than 28% of 127,068 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 2023

Metro Equity Management, LLC Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metro Equity Management, LLC Retirement Savings Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metro Equity Management, LLC Retirement Savings Plan reported net income rose from -$138K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • Metro Equity Management, LLC Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Metro Equity Management, LLC Retirement Savings Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204930559 · Metro Equity Management, LLC PY 2023 · 401(k)

Metro Equity Management, LLC Retirement Savings Plan · $2M · 10 · 28th

  • IND $2M
  • EOY 10
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Bella Vita 401(k)
  • EIN ind #2246

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 Minnesota →

Metro Equity Management, LLC Retirement Savings Plan in the asset neighbourhood

Metro Equity Management, LLC Retirement Savings PlanMetro Equity Management, LLC…$2MBella Vita 401(k)$2MHugh Med Group Inc 401(k) Profit Sharing Plan & TrustHugh Med Group Inc 401(k) Pr…$2MLbpo Management, LLC 401(k) PlanLbpo Management, LLC 401(k) …$2MOapc Savings Plan$2M
End-of-year total assets ($M) among Metro Equity Management, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Metro Equity Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Metro Equity Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.67020031192681% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.31M $1.92M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 10 $2M
2024 1 9 $2M

Metro Equity Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$328K
Employer EIN204930559
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Metro Equity Management, LLC Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Metro Equity Management, LLC Retirement Savings Plan, Total assets ($B): 0.001639042 · Participants: 10Metro Equity Management, LLC Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Metro Equity Management, LLC Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Metro Equity Management, LLC Retirement Savings Plan side-by-side with 3 peers →

Metro Equity Management, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bella Vita 401(k) in NC ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Metro Equity Management, LLC Retirement Savings Plan assets move in 2023? ▼
Metro Equity Management, LLC Retirement Savings Plan grew sharply - up 25.0% during 2023, from $1M to $2M. Reported net income was $328K.
How have Metro Equity Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metro Equity Management, LLC's sponsor-wide assets grew 46.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Metro Equity Management, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bella Vita 401(k) in NC ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Metro Equity Management, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204930559.

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.