401(k) · DOL Form 5500 · 2023

Humphrey Management LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 282
Participants Below avg headcount: 60th
Percentile by assets National rank: $37,099
Avg per participant Low balance/head

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Official DOL plan name: Humphrey Management LLC 401(k) Plan · Sponsored by Humphrey Management LLC · Maryland · Real Estate

$10M in assets, 282 participants

Humphrey Management LLC's Humphrey Management LLC 401(k) Plan reported $10M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#3,640 in Real Estate (4,727 peers)

Coverage in Maryland

Humphrey Management LLC 401(k) Plan covers 282 participants in Maryland, about 30% of the average Maryland filer (state average ~929 per filing). Assets: $10M.

#3,640
in Real Estate (4,727 peers): +16.9%
assets growth YoY

Humphrey Management LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$10,461,832 Top 40% higher than 60% 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

Humphrey Management LLC 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. Humphrey Management LLC 401(k) Plan sits mid-pack in the medium band (282 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 851633029 · Humphrey Management LLC PY 2023 · 401(k)

Humphrey Management LLC 401(k) Plan · $10M · 282 · 60th

EIN $10M
RANK 282
PHOTO 60th
IND 401(k)
EOY near Huneeus Vintners 401(k) Plan
5500 ind #3640

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 Maryland →

End-of-year total assets ($M) among Humphrey Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	851633029
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Humphrey Management LLC)

Latest sponsor-wide plan assets: $9M 11.262224436408461% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	282	$10M
2024	1	232	$9M

Nearby 401(k) Plans in Maryland

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

Humphrey Management LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
Marriott Retirement Savings Plan $10.2B · 96,415
T. Rowe Price U.S. Retirement Program $4.4B · 6,292
Nfl Player Second Career Savings Plan $4.0B · 2,767
Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121

Compare Humphrey Management LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Huneeus Vintners 401(k) Plan in CA ($10M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Huneeus Vintners 401(k) Plan (CA) $10M · 217
Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan (FL) $10M · 43
Maxus Properties, LLC 401(k) Retirement Saving Plan (MO) $10M · 256
Voyetra Turtle Beach 401(k) Plan (NY) $10M · 122

Similar participant headcount

Nearest other-state filings by covered participants (282 participants); asset peers above are excluded.

The Arcticom Group, LLC 401(k) Plan (CA) 282 · 0 off
E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan (WI) 282 · 0 off
Hall Financial Group Employee Savings Plan & Trust (TX) 282 · 0 off
Doug Andrus Distributing LLC 401(k) Plan (ID) 282 · 0 off

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 Humphrey Management LLC 401(k) Plan assets move in 2023? ▼

Humphrey Management LLC 401(k) Plan grew sharply - up 16.9% during 2023, from $9M to $10M. Reported net income was $2M.

How have Humphrey Management LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Humphrey Management LLC's sponsor-wide assets declined 11.3%, from $10M to $9M.

Which 401(k) plans are similar in size to Humphrey Management LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Huneeus Vintners 401(k) Plan in CA ($10M, 217 participants).

Which 401(k) plans cover a similar participant headcount to Humphrey Management LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 851633029.