Other · DOL Form 5500 · 2023

Midpen Property Management Corp. Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
516
Participants Below avg headcount
84th
Percentile by assets National rank
$83,640
Avg per participant Below avg balance/head
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Official DOL plan name: Midpen Property Management Corp. 403(b) Plan · Sponsored by Midpen Property Management Corp. · California · Real Estate

$43M in assets, 516 participants

Midpen Property Management Corp.'s Midpen Property Management Corp. 403(b) Plan reported $43M in total assets and 516 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,424 in Real Estate (4,727 peers)

Where Midpen Property Management Corp. 403(b) Plan sits by assets

Midpen Property Management Corp. 403(b) Plan sits in the top quartile of all filed plans by assets, $43M for 516 participants (~$83,640/participant), up 23.8% in 2023.

#4,424
in Real Estate (4,727 peers)
+23.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Midpen Property Management Corp. 403(b) Plan's outsized position by total assets

Midpen Property Management Corp. 403(b) Plan vs every filed plan by assets

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

$43,158,138 Top 16% higher than 84% 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

Midpen Property Management Corp. 403(b) 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. Midpen Property Management Corp. 403(b) Plan sits mid-pack in the medium band (516 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Midpen Property Management Corp. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Midpen Property Management Corp. 403(b) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Midpen Property Management Corp. 403(b) Plan reported participants rose from 503 in the plan year 2022 filing to 516 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941738105 · Midpen Property Management Corp. PY 2023 · Other

Midpen Property Management Corp. 403(b) Plan · $43M · 516 · 84th

  • SCH $43M
  • SCH 516
  • SCH 84th
  • SCH Other
  • SCH near Catawba College Retirement Plan
  • SCH ind #4424

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 →

Midpen Property Management Corp. 403(b) Plan in the asset neighbourhood

Midpen Property Management Corp. 403(b) PlanMidpen Property Management C…$43MCatawba College Retirement PlanCatawba College Retirement P…$43MColorado Christian University 403(b) Retirement PlanColorado Christian Universit…$43MThe 403(b) Thrift Plan for the Advertising Council, Inc.The 403(b) Thrift Plan for t…$43MGreenpath, Inc. 403(b) Retirement PlanGreenpath, Inc. 403(b) Retir…$43M
End-of-year total assets ($M) among Midpen Property Management Corp. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN941738105
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midpen Property Management Corp.)

Sponsor-wide plan assets over time

All Midpen Property Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 41.10073318803559% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $49.2M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 503 $35M
2023 1 516 $43M
2024 1 548 $49M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Midpen Property Management Corp. 403(b) Plan, Total assets ($B): 0.043158138 · Participants: 516Midpen Property Management Corp. 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Midpen Property Management Corp. 403(b) Plan side-by-side with 3 peers →

Midpen Property Management Corp. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Catawba College Retirement Plan in NC ($43M); by covered participants it is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (516 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 Midpen Property Management Corp. 403(b) Plan assets move in 2023? ▼
Midpen Property Management Corp. 403(b) Plan grew sharply - up 23.8% during 2023, from $35M to $43M. Reported net income was $8M.
How have Midpen Property Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Midpen Property Management Corp.'s sponsor-wide assets grew 41.1%, from $35M to $49M.
Where does Midpen Property Management Corp. 403(b) Plan rank by assets among Form 5500 filers? ▼
Midpen Property Management Corp. 403(b) Plan ranks in the 84th 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 Other plans are similar in size to Midpen Property Management Corp. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Catawba College Retirement Plan in NC ($43M, 364 participants).
Which Other plans cover a similar participant headcount to Midpen Property Management Corp. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Support Services, Inc. Defined Contribution Plan in MD (516 participants, $19M 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 941738105.

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.