401(k) · DOL Form 5500 · 2023
Management & Training Corporation 401(k) Plan
Data updated 2026-08-25
- $178M
- Total assets Near avg plan size
- 5,366
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $33,161
- Avg per participant Low balance/head
Official DOL plan name: Management & Training Corporation Retirement Plan · Sponsored by Management & Training Corporation · Utah · Educational Services
$178M in assets, 5,366 participants
Management & Training Corporation's Management & Training Corporation Retirement Plan reported $178M in total assets and 5,366 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,375 in Educational Services (3,735 peers)
Coverage in Utah
Management & Training Corporation Retirement Plan covers 5,366 participants in Utah, 9.1x the typical Utah plan (state average ~592 per filing). Assets: $178M.
- #3,375
- in Educational Services (3,735 peers)
- +9.2%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Management & Training Corporation Retirement Plan's outsized position by total assets
Management & Training Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$177,942,427 Top 6% higher than 94% 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
Management & Training Corporation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Management & Training Corporation Retirement Plan lands in the large band (5,366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Management & Training Corporation Retirement Plan reported net income rose from -$52M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Management & Training Corporation Retirement Plan end-of-year assets rose from $163M in the plan year 2022 filing to $178M in the plan year 2023 filing.
- Management & Training Corporation Retirement Plan reported participants fell from 5,762 in the plan year 2022 filing to 5,366 in the plan year 2023 filing.
DOL schedule card
Filing strip 870365322 · Management & Training Corporation PY 2023 · 401(k)
Management & Training Corporation Retirement Plan · $178M · 5,366 · 94th
- 5500 $178M
- 5500 5,366
- 5500 94th
- 5500 401(k)
- 5500 near Iacna Retirement Savings Program
- 5500 ind #3375
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 Educational Services retirement plans → · Plans in Utah →
Management & Training Corporation Retirement Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $178M |
| Net Income | $15M |
| Employer EIN | 870365322 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Management & Training Corporation)
Sponsor-wide plan assets over time
All Management & Training Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $198M 21.60727619610227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,762 | $163M |
| 2023 | 1 | 5,366 | $178M |
| 2024 | 1 | 3,917 | $198M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
Scale composition for Management & Training Corporation Retirement Plan
Management & Training Corporation Retirement Plan reports $178M in end-of-year assets across 5,366 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $33,161 per participant (24% of the national average assets-per-participant) . Net income for plan year 2023 was $15M.
This plan identity (EIN 870365322, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $163M to $198M (+21.6%) while covered participants moved from 5,762 to 3,917 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,762 | $163M | Open filing |
| 2023 | 5,366 | $178M | This page |
| 2024 · index core | 3,917 | $198M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Management & Training Corporation Retirement Plan (401(k), $198M, 3,917 participants)
Management & Training Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Iacna Retirement Savings Program in MI ($178M); by covered participants it is Herc Rentals Income Savings Plan in FL (5,365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($178M here).
- Iacna Retirement Savings Program (MI) $178M · 653
- Data Recognition Corporation Employees' Benefits Plan and Trust (MN) $178M · 1,181
- Nana Regional Corporation, Inc. Compensation Deferral Plan (AK) $178M · 2,581
- Beiersdorf North America 401(k) Plan (CT) $178M · 997
Similar participant headcount
Nearest other-state filings by covered participants (5,366 participants); asset peers above are excluded.
- Herc Rentals Income Savings Plan (FL) 5,365 · 1 off
- Teva Pharmaceuticals Retirement Savings Plan (NJ) 5,360 · 6 off
- Gypsum Management and Supply, Inc. 401(k) Savings Plan (GA) 5,372 · 6 off
- ERISA Partners, Inc. Pooled Employer Plan (TN) 5,372 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.