Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Midpen Property Management Corp. 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Midpen Property Management Corp. · California · Real Estate

What the 2023 filing shows

Midpen Property Management Corp. 403(b) Plan holds $43M for 516 participants — about $83,640 per participant, up 23.8% over the 2023 plan year.

$43M
total plan assets (2023 EOY)
516
covered participants
$83,640
avg assets per participant
+23.8%
assets growth YoY
Total Assets (2023)
$43M
Participants
516
State
Industry
Real Estate

What the Filing Says About Midpen Property Management Corp. 403(b) Plan

Midpen Property Management Corp. 403(b) Plan is a Profit Sharing retirement plan sponsored by Midpen Property Management Corp., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 516 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 941738105, and the plan has been effective since 1986-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $35M at the beginning of 2023 to $43M at year-end — a gain of 23.8%. Net assets (after liabilities) closed the year at $43M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Midpen Property Management Corp.)

Year Plans Participants Total Assets
2022 1 503 $35M
2023 1 516 $43M
2024 1 548 $49M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Midpen Property Management Corp. 403(b) Plan?
As of the 2023 Form 5500 filing, Midpen Property Management Corp. 403(b) Plan holds $43M in total assets with 516 participants. It is sponsored by Midpen Property Management Corp..
What type of plan is Midpen Property Management Corp. 403(b) Plan?
Midpen Property Management Corp. 403(b) Plan is a Profit Sharing plan. It has been effective since 1986-11-01. The plan is filed with the U.S. Department of Labor under EIN 941738105.
Who sponsors the Midpen Property Management Corp. 403(b) Plan?
Midpen Property Management Corp. 403(b) Plan is sponsored by Midpen Property Management Corp., located in California. The sponsor's EIN is 941738105 and the plan operates in the Real Estate industry.
How did Midpen Property Management Corp. 403(b) Plan perform in 2023?
Midpen Property Management Corp. 403(b) Plan grew by 23.8% during 2023, moving from $35M to $43M in total assets. Net income was $8M.
Where can I find official filings for Midpen Property Management Corp. 403(b) Plan?
Official Form 5500 filings for Midpen Property Management Corp. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941738105 or plan name at efast.dol.gov.
How does Midpen Property Management Corp. 403(b) Plan compare to other plans?
You can compare Midpen Property Management Corp. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.