401(k) · DOL Form 5500 · 2023

Arbor Management, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
513
Participants Below avg headcount
45th
Percentile by assets National rank
$10,079
Avg per participant Low balance/head
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Official DOL plan name: Arbor Management, Inc. Employee's Retirement/Saving Plan · Sponsored by Arbor Management, Inc. · Illinois · Food Services & Accommodation

$5M in assets, 513 participants

Arbor Management, Inc.'s Arbor Management, Inc. Employee's Retirement/Saving Plan reported $5M in total assets and 513 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,002 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Arbor Management, Inc. Employee's Retirement/Saving Plan ranks #3,002 of 3,828 2023 filers by assets (378% of the sector average)-$5M for 513 participants.

#3,002
in Food Services & Accommodation (3,828 peers)
-4.9%
assets change YoY

The plan reported a net loss of $265K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arbor Management, Inc. Employee's Retirement/Saving Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Arbor Management, Inc. Employee's Retirement/Saving Plan vs every filed plan by assets

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

$5,170,778 45th percentile higher than 45% 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

Arbor Management, Inc. Employee's Retirement/Saving 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. Arbor Management, Inc. Employee's Retirement/Saving Plan sits mid-pack in the medium band (513 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Arbor Management, Inc. Employee's Retirement/Saving Plan reported net income rose from -$1M in the plan year 2022 filing to -$265K in the plan year 2023 filing.
  • Arbor Management, Inc. Employee's Retirement/Saving Plan reported participants rose from 478 in the plan year 2022 filing to 513 in the plan year 2023 filing.
  • Arbor Management, Inc. Employee's Retirement/Saving Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363422789 · Arbor Management, Inc. PY 2023 · 401(k)

Arbor Management, Inc. Employee's Retirement/Saving Plan · $5M · 513 · 45th

  • 5500 $5M
  • ASSETS 513
  • PCT 45th
  • EIN 401(k)
  • RANK near Dht Holdings, Inc. 401(k) Plan
  • PHOTO ind #3002

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Arbor Management, Inc. Employee's Retirement/Saving Plan in the asset neighbourhood

Arbor Management, Inc. Employee's Retirement/Saving PlanArbor Management, Inc. Emplo…$5MDht Holdings, Inc. 401(k) PlanDht Holdings, Inc. 401(k) Pl…$5MMid-America Associates 401(k) PlanMid-America Associates 401(k…$5MEdwards and Company Retirement Savings PlanEdwards and Company Retireme…$5MWestern Vascular Institute, PLLC 401(k) Profit Sharing PlanWestern Vascular Institute, …$5M
End-of-year total assets ($M) among Arbor Management, Inc. Employee's Retirement/Saving Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$265K
Employer EIN363422789
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arbor Management, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 39.86120759949015% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $5.44M $3.27M ▼ -39.9%
Year Plans Participants Total Assets
2022 1 478 $5M
2023 1 513 $5M
2024 1 489 $3M

Nearby 401(k) Plans in Illinois

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

Arbor Management, Inc. Employee's Retirement/Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Arbor Management, Inc. Employee's Retirement/Saving Plan, Total assets ($B): 0.005170778 · Participants: 513Arbor Management, Inc. Employee's Retirement/Saving PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Arbor Management, Inc. Employee's Retirement/Saving Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Arbor Management, Inc. Employee's Retirement/Saving Plan side-by-side with 3 peers →

Arbor Management, Inc. Employee's Retirement/Saving Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dht Holdings, Inc. 401(k) Plan in MI ($5M); by covered participants it is Southwood Realty 401(k) Plan in NC (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (513 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 Arbor Management, Inc. Employee's Retirement/Saving Plan assets move in 2023? ▼
Arbor Management, Inc. Employee's Retirement/Saving Plan edged down modestly - down 4.9% during 2023, from $5M to $5M. Reported net income was -$265K.
How have Arbor Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arbor Management, Inc.'s sponsor-wide assets declined 39.9%, from $5M to $3M.
Which 401(k) plans are similar in size to Arbor Management, Inc. Employee's Retirement/Saving Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dht Holdings, Inc. 401(k) Plan in MI ($5M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Arbor Management, Inc. Employee's Retirement/Saving Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwood Realty 401(k) Plan in NC (513 participants, $5M 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 363422789.

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.