401(k) · DOL Form 5500 · 2023

Filbert Management 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
112
Participants Small participant base
78th
Percentile by assets National rank
$251,249
Avg per participant Above avg balance/head
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Official DOL plan name: Filbert Management 401(k) Plan · Sponsored by Filbert Management · California · Real Estate

$28M in assets, 112 participants

Filbert Management's Filbert Management 401(k) Plan reported $28M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,272 in Real Estate (4,727 peers)

Coverage in California

Filbert Management 401(k) Plan covers 112 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $28M.

#4,272
in Real Estate (4,727 peers)
-0.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Filbert Management 401(k) Plan's outsized position by total assets

Filbert Management 401(k) Plan vs every filed plan by assets

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

$28,139,895 Top 22% higher than 78% 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

Filbert Management 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. Filbert Management 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Filbert Management 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to -$157K in the plan year 2023 filing.
  • Filbert Management 401(k) Plan reported participants fell from 186 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Filbert Management 401(k) Plan end-of-year assets fell from $28M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943137641 · Filbert Management PY 2023 · 401(k)

Filbert Management 401(k) Plan · $28M · 112 · 78th

  • EOY $28M
  • 5500 112
  • ASSETS 78th
  • PCT 401(k)
  • EIN near 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates
  • RANK ind #4272

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 California →

Filbert Management 401(k) Plan in the asset neighbourhood

Filbert Management 401(k) PlanFilbert Management 401(k) Pl…$28M401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates401(k) Profit Sharing Thrift…$28MThe Satilla Rural Electric Membership Corporation 401(k) Savings PlanThe Satilla Rural Electric M…$28MCloeren Incorporated 401(k) PlanCloeren Incorporated 401(k) …$28MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$28M
End-of-year total assets ($M) among Filbert Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income-$157K
Employer EIN943137641
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Filbert Management)

Sponsor-wide plan assets over time

All Filbert Management plans reported in each filing year

Latest sponsor-wide plan assets
$22M 22.576683578255878% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $28.3M $21.9M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 186 $28M
2023 1 112 $28M
2024 1 56 $22M

Nearby 401(k) Plans in California

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

Filbert Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Filbert Management 401(k) Plan, Total assets ($B): 0.028139895 · Participants: 112Filbert Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Filbert Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Filbert Management 401(k) Plan side-by-side with 3 peers →

Filbert Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates in HI ($28M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Filbert Management 401(k) Plan assets move in 2023? ▼
Filbert Management 401(k) Plan held essentially flat - down 0.6% during 2023, from $28M to $28M. Reported net income was -$157K.
How have Filbert Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Filbert Management's sponsor-wide assets declined 22.6%, from $28M to $22M.
Where does Filbert Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Filbert Management 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Filbert Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates in HI ($28M, 1,206 participants).
Which 401(k) plans cover a similar participant headcount to Filbert Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 943137641.

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.