401(k) · DOL Form 5500 · 2023

Preservation Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
350
Participants Below avg headcount
51st
Percentile by assets National rank
$20,107
Avg per participant Low balance/head
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Official DOL plan name: Preservation Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Preservation Management, Inc. · Maine · Real Estate

$7M in assets, 350 participants

Preservation Management, Inc.'s Preservation Management, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,299 in Real Estate (4,727 peers)

Preservation Management, Inc. multi-year trail

Preservation Management, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Preservation Management, Inc. 401(k) Profit Sharing Plan at $7M / 350 participants.

#3,299
in Real Estate (4,727 peers)
+19.6%
assets growth YoY

Preservation Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Preservation Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,037,433 Top 49% higher than 51% 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

Preservation Management, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preservation Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preservation Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Preservation Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Preservation Management, Inc. 401(k) Profit Sharing Plan reported participants fell from 394 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010460929 · Preservation Management, Inc. PY 2023 · 401(k)

Preservation Management, Inc. 401(k) Profit Sharing Plan · $7M · 350 · 51st

  • EIN $7M
  • RANK 350
  • PHOTO 51st
  • IND 401(k)
  • EOY near J.W. Hicks, Inc 401(k) Plan
  • 5500 ind #3299

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 Maine →

Preservation Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Preservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$7MJ.W. Hicks, Inc 401(k) Plan$7MChrist Community Health Services 401(k) PlanChrist Community Health Serv…$7MRitual 401(k) Plan$7MLowe Engineers, LLC 401(k) Profit Sharing PlanLowe Engineers, LLC 401(k) P…$7M
End-of-year total assets ($M) among Preservation Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Preservation Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preservation Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.55532414699099% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.89M $7.57M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 394 $6M
2023 1 350 $7M
2024 1 332 $8M

Preservation Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN010460929
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Preservation Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Preservation Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007037433 · Participants: 350Preservation Management, Inc. 401(k) Profit Sharing PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Preservation Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Preservation Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Preservation Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is J.W. Hicks, Inc 401(k) Plan in IN ($7M); by covered participants it is The Robinette Company 401(k) Plan in TN (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Preservation Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Preservation Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.6% during 2023, from $6M to $7M. Reported net income was $1M.
How have Preservation Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preservation Management, Inc.'s sponsor-wide assets grew 28.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Preservation Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.W. Hicks, Inc 401(k) Plan in IN ($7M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Preservation Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Robinette Company 401(k) Plan in TN (350 participants, $16M 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 010460929.

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.