401(k) · DOL Form 5500 · 2023

Medley Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
13
Participants Small participant base
57th
Percentile by assets National rank
$725,877
Avg per participant High balance/head
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Official DOL plan name: Medley Partners Management 401(k) and Profit Sharing Plan · Sponsored by Medley Partners Management LLC · California · Finance & Insurance

$9M in assets, 13 participants

Medley Partners Management LLC's Medley Partners Management 401(k) and Profit Sharing Plan reported $9M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,728 in Finance & Insurance (8,869 peers)

Medley Partners Management LLC multi-year trail

Medley Partners Management LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Medley Partners Management 401(k) and Profit Sharing Plan at $9M / 13 participants.

#3,728
in Finance & Insurance (8,869 peers)
+30.9%
assets growth YoY

Medley Partners Management 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Medley Partners Management 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,436,403 Top 43% higher than 57% 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

Medley Partners Management 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Medley Partners Management 401(k) and Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Medley Partners Management 401(k) and Profit Sharing Plan reported net income rose from -$826K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Medley Partners Management 401(k) and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Medley Partners Management 401(k) and Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208773466 · Medley Partners Management LLC PY 2023 · 401(k)

Medley Partners Management 401(k) and Profit Sharing Plan · $9M · 13 · 57th

  • NET $9M
  • BOOK 13
  • VS-ST 57th
  • BOY 401(k)
  • SCH near Modea Holdings, Inc 401(k) Plan
  • EBSA ind #3728

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 Finance & Insurance retirement plans → · Plans in California →

Medley Partners Management 401(k) and Profit Sharing Plan in the asset neighbourhood

Medley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$9MModea Holdings, Inc 401(k) PlanModea Holdings, Inc 401(k) P…$9MStokes Healthcare, Inc. 401(k) PlanStokes Healthcare, Inc. 401(…$9MTapecon, Inc. 401(k) Profit Sharing PlanTapecon, Inc. 401(k) Profit …$9MLabyrinth Solutions, Inc. 401(k) PlanLabyrinth Solutions, Inc. 40…$9M
End-of-year total assets ($M) among Medley Partners Management 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Medley Partners Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Medley Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.89454594397336% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.5M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 12 $7M
2023 1 13 $9M
2024 1 14 $12M

Medley Partners Management LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN208773466
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Medley Partners Management 401(k) and Profit Sharing Plan, Total assets ($B): 0.009436403 · Participants: 13Medley Partners Management 401(k) and Profit Sharing 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
Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medley Partners Management 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medley Partners Management 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Modea Holdings, Inc 401(k) Plan in VA ($9M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Medley Partners Management 401(k) and Profit Sharing Plan assets move in 2023? ▼
Medley Partners Management 401(k) and Profit Sharing Plan surged - up 30.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Medley Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medley Partners Management LLC's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modea Holdings, Inc 401(k) Plan in VA ($9M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 208773466.

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.