401(k) · DOL Form 5500 · 2023

Diversified Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
985
Participants Near avg headcount
39th
Percentile by assets National rank
$3,767
Avg per participant Low balance/head
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Official DOL plan name: Diversified Management Group, Inc. 401(k) Plan · Sponsored by Diversified Management Group, Inc. · Wisconsin · Retail Trade

$4M in assets, 985 participants

Diversified Management Group, Inc.'s Diversified Management Group, Inc. 401(k) Plan reported $4M in total assets and 985 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,203 in Retail Trade (8,414 peers)

Diversified Management Group, Inc. multi-year trail

Diversified Management Group, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Diversified Management Group, Inc. 401(k) Plan at $4M / 985 participants.

#4,203
in Retail Trade (8,414 peers)
+10.7%
assets growth YoY

Diversified Management Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Diversified Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,710,565 39th percentile higher than 39% 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

Diversified Management Group, Inc. 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. Diversified Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (985 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Diversified Management Group, Inc. 401(k) Plan reported net income rose from -$78K in the plan year 2022 filing to $358K in the plan year 2023 filing.
  • Diversified Management Group, Inc. 401(k) Plan reported participants rose from 323 in the plan year 2022 filing to 985 in the plan year 2023 filing.
  • Diversified Management Group, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273524206 · Diversified Management Group, Inc. PY 2023 · 401(k)

Diversified Management Group, Inc. 401(k) Plan · $4M · 985 · 39th

  • EIN $4M
  • EIN 985
  • EIN 39th
  • EIN 401(k)
  • EIN near Reveneer, Inc. 401(k) Plan
  • EIN ind #4203

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 Retail Trade retirement plans → · Plans in Wisconsin →

Diversified Management Group, Inc. 401(k) Plan in the asset neighbourhood

Diversified Management Group, Inc. 401(k) PlanDiversified Management Group…$4MReveneer, Inc. 401(k) Plan$4MJohnson Sterling, Inc. 401(k) Profit Sharing PlanJohnson Sterling, Inc. 401(k…$4MQqe Summit, LLC 401(k) Plan$4MNorth Coast Mercantile Company, Inc. 401(k) Profit Sharing PlanNorth Coast Mercantile Compa…$4M
End-of-year total assets ($M) among Diversified Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Diversified Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diversified Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.012778449420896% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.35M $4.19M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 323 $3M
2023 1 985 $4M
2024 1 840 $4M

Diversified Management Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$358K
Employer EIN273524206
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Diversified Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Diversified Management Group, Inc. 401(k) Plan, Total assets ($B): 0.003710565 · Participants: 985Diversified Management Group, Inc. 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
Diversified Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Diversified Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Reveneer, Inc. 401(k) Plan in MA ($4M); by covered participants it is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (985 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 Diversified Management Group, Inc. 401(k) Plan assets move in 2023? ▼
Diversified Management Group, Inc. 401(k) Plan grew at a solid clip - up 10.7% during 2023, from $3M to $4M. Reported net income was $358K.
How have Diversified Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diversified Management Group, Inc.'s sponsor-wide assets grew 25.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Diversified Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reveneer, Inc. 401(k) Plan in MA ($4M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Diversified Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Century Energies, Inc Employee Investment Plan for Bargaining Unit Employees and Former Non-Bargaining Unit Employees in MN (985 participants, $159M 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 273524206.

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.