Money Purchase · DOL Form 5500 · 2023
Mgt Company Money Purchase Plan
Data updated 2026-08-25
- $598K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $597,877
- Avg per participant High balance/head
Official DOL plan name: Mgt Company-Profit Sharing Plan · Sponsored by Mgt Company · Minnesota · Real Estate
$598K in assets, 1 participants
Mgt Company's Mgt Company-Profit Sharing Plan reported $598K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #1,588 in Real Estate (4,727 peers)
Mgt Company multi-year trail
Mgt Company's plans moved +19.2% in assets from 2022 to 2024; this filing shows Mgt Company-Profit Sharing Plan at $598K / 1 participant.
- #1,588
- in Real Estate (4,727 peers)
- +9.5%
- assets growth YoY
Mgt Company-Profit Sharing Plan among the smaller filed plans by assets
Mgt Company-Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$597,877 19th percentile higher than 19% 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
Mgt Company-Profit Sharing 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. Mgt Company-Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mgt Company-Profit Sharing Plan reported net income rose from $37K in the plan year 2022 filing to $52K in the plan year 2023 filing.
- Mgt Company-Profit Sharing Plan end-of-year assets rose from $546K in the plan year 2022 filing to $598K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 416023585 · Mgt Company PY 2023 · Money Purchase
Mgt Company-Profit Sharing Plan · $598K · 1 · 19th
- VS-ST $598K
- VS-ST 1
- VS-ST 19th
- VS-ST Money Purchase
- VS-ST near Palumbo Fuel Inc Profit Sharing Plan
- VS-ST ind #1588
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 →
Mgt Company-Profit Sharing Plan in the asset neighbourhood
Mgt Company multi-year asset trail
Sponsor-wide plan assets over time
All Mgt Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $651K 19.208674448235964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $546K |
| 2023 | 1 | 1 | $598K |
| 2024 | 1 | 1 | $651K |
Mgt Company filing trail (2023)
| Total Assets (Beginning of Year) | $546K |
|---|---|
| Net Assets (End of Year) | $598K |
| Net Income | $52K |
| Employer EIN | 416023585 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Minnesota
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Thrivent Capital Accumulation Plan $419M · 1,896
- St. Paul Electrical Construction Workers Supplemental Pension Plan $292M · 3,139
- Boilermakers Lodge 154 Retirement Plan $157M · 7,060
- Central Iowa Carpenters Money Purchase Plan $125M · 1,134
- Be the Match/Nmdp Employer Contribution Plan $102M · 1,587
Mgt Company-Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Minnesota, the nearest Money Purchase by assets is Palumbo Fuel Inc Profit Sharing Plan in NJ ($601K); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($598K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.