401(k) · DOL Form 5500 · 2023
Michelson Realty Company LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 174
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $117,998
- Avg per participant Below avg balance/head
Official DOL plan name: The Michelson Organization Savings Investment Plan · Sponsored by Michelson Realty Company LLC · Missouri · Real Estate
$21M in assets, 174 participants
Michelson Realty Company LLC's The Michelson Organization Savings Investment Plan reported $21M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,124 in Real Estate (4,727 peers)
Coverage in Missouri
The Michelson Organization Savings Investment Plan covers 174 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $21M.
- #4,124
- in Real Estate (4,727 peers)
- +20.5%
- assets growth YoY
The Michelson Organization Savings Investment Plan's outsized position by total assets
The Michelson Organization Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,531,615 Top 27% higher than 73% 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
The Michelson Organization Savings Investment 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. The Michelson Organization Savings Investment Plan sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Michelson Organization Savings Investment Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Michelson Organization Savings Investment Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- The Michelson Organization Savings Investment Plan reported participants fell from 177 in the plan year 2022 filing to 174 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 020677900 · Michelson Realty Company LLC PY 2023 · 401(k)
The Michelson Organization Savings Investment Plan · $21M · 174 · 73rd
- PHOTO $21M
- IND 174
- EOY 73rd
- 5500 401(k)
- ASSETS near Seedorff 401(k) Savings Plan
- PCT ind #4124
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 Missouri →
The Michelson Organization Savings Investment Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 020677900 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michelson Realty Company LLC)
Sponsor-wide plan assets over time
All Michelson Realty Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 42.17489739720639% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $17M |
| 2023 | 1 | 174 | $21M |
| 2024 | 1 | 153 | $24M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
The Michelson Organization Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Seedorff 401(k) Savings Plan in IA ($21M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Seedorff 401(k) Savings Plan (IA) $21M · 234
- Merrimack Valley Credit Union 401(k) Plan (MA) $21M · 190
- Ohio Cat Union 401(k) Plan (OH) $21M · 478
- Windmoeller & Hoelscher Corporation 401(k) Profit Sharing Plan (RI) $21M · 65
Similar participant headcount
Nearest other-state filings by covered participants (174 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.