401(k) · DOL Form 5500 · 2023

Mandel Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
141
Participants Small participant base
64th
Percentile by assets National rank
$91,218
Avg per participant Below avg balance/head
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Official DOL plan name: Mandel Group, Inc. Salary Savings 401(k) Plan · Sponsored by Mandel Group, Inc. · Wisconsin · Real Estate

$13M in assets, 141 participants

Mandel Group, Inc.'s Mandel Group, Inc. Salary Savings 401(k) Plan reported $13M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,800 in Real Estate (4,727 peers)

Coverage in Wisconsin

Mandel Group, Inc. Salary Savings 401(k) Plan covers 141 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#3,800
in Real Estate (4,727 peers)
+23.8%
assets growth YoY

Mandel Group, Inc. Salary Savings 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Mandel Group, Inc. Salary Savings 401(k) Plan vs every filed plan by assets

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

$12,861,781 Top 36% higher than 64% 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

Mandel Group, Inc. Salary Savings 401(k) 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. Mandel Group, Inc. Salary Savings 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mandel Group, Inc. Salary Savings 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mandel Group, Inc. Salary Savings 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Mandel Group, Inc. Salary Savings 401(k) Plan reported participants fell from 147 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391710347 · Mandel Group, Inc. PY 2023 · 401(k)

Mandel Group, Inc. Salary Savings 401(k) Plan · $13M · 141 · 64th

  • TYPE $13M
  • TYPE 141
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Nichols & Pratt, LLP 401(k) Plan
  • TYPE ind #3800

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 Wisconsin →

Mandel Group, Inc. Salary Savings 401(k) Plan in the asset neighbourhood

Mandel Group, Inc. Salary Savings 401(k) PlanMandel Group, Inc. Salary Sa…$13MNichols & Pratt, LLP 401(k) PlanNichols & Pratt, LLP 401(k) …$13MMercado Consultants 401(k) PlanMercado Consultants 401(k) P…$13MShackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing PlanShackelford, Bowen, Mckinley…$13MCosmos Club 401(k) Retirement PlanCosmos Club 401(k) Retiremen…$13M
End-of-year total assets ($M) among Mandel Group, Inc. Salary Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN391710347
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mandel Group, Inc.)

Sponsor-wide plan assets over time

All Mandel Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 48.90323084835755% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $15.5M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 147 $10M
2023 1 141 $13M
2024 1 124 $15M

Nearby 401(k) Plans in Wisconsin

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

Mandel Group, Inc. Salary Savings 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Mandel Group, Inc. Salary Savings 401(k) Plan, Total assets ($B): 0.012861781 · Participants: 141Mandel Group, Inc. Salary Savings 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Mandel Group, Inc. Salary Savings 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mandel Group, Inc. Salary Savings 401(k) Plan side-by-side with 3 peers →

Mandel Group, Inc. Salary Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Nichols & Pratt, LLP 401(k) Plan in MA ($13M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Mandel Group, Inc. Salary Savings 401(k) Plan assets move in 2023? ▼
Mandel Group, Inc. Salary Savings 401(k) Plan grew sharply - up 23.8% during 2023, from $10M to $13M. Reported net income was $2M.
How have Mandel Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mandel Group, Inc.'s sponsor-wide assets grew 48.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Mandel Group, Inc. Salary Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nichols & Pratt, LLP 401(k) Plan in MA ($13M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Mandel Group, Inc. Salary Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A 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 391710347.

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.