401(k) · DOL Form 5500 · 2023
Manchester Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $116,231
- Avg per participant Below avg balance/head
Official DOL plan name: Manchester Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by Manchester Financial, Inc. · California · Finance & Insurance
$2M in assets, 18 participants
Manchester Financial, Inc.'s Manchester Financial, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #1,877 in Finance & Insurance (8,869 peers)
Manchester Financial, Inc. multi-year trail
Manchester Financial, Inc.'s plans moved +47.8% in assets from 2022 to 2024; this filing shows Manchester Financial, Inc. 401(k) Profit Sharing Plan at $2M / 18 participants.
- #1,877
- in Finance & Insurance (8,869 peers)
- +15.4%
- assets growth YoY
Manchester Financial, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Manchester Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,092,156 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Manchester Financial, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Manchester Financial, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Manchester Financial, Inc. 401(k) Profit Sharing Plan reported net income rose from -$255K in the plan year 2022 filing to $279K in the plan year 2023 filing.
- Manchester Financial, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 954281964 · Manchester Financial, Inc. PY 2023 · 401(k)
Manchester Financial, Inc. 401(k) Profit Sharing Plan · $2M · 18 · 31st
- IND $2M
- EOY 18
- 5500 31st
- ASSETS 401(k)
- PCT near Gielow Groom Terpstra & Mcevoy PLC Retirement Plan
- EIN ind #1877
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 Finance & Insurance retirement plans → · Plans in California →
Manchester Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Manchester Financial, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Manchester Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 47.82224203342368% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $2M |
| 2023 | 1 | 18 | $2M |
| 2024 | 1 | 17 | $3M |
Manchester Financial, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $279K |
| Employer EIN | 954281964 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Manchester Financial, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gielow Groom Terpstra & Mcevoy PLC Retirement Plan in MI ($2M); by covered participants it is Philotechnics, Ltd. 401(k) Plan in TN (18 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 (18 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.