401(k) · DOL Form 5500 · 2023

Investors Mgmt Trust Real Estate Group 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets: 549
Participants Below avg headcount: 75th
Percentile by assets National rank: $40,761
Avg per participant Low balance/head

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Official DOL plan name: Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Investors Mgmt Trust Real Estate Group · California · Real Estate

$22M in assets, 549 participants

Investors Mgmt Trust Real Estate Group's Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported $22M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#4,170 in Real Estate (4,727 peers)

Where Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits by assets

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $22M for 549 participants (~$40,761/participant), up 26.5% in 2023.

#4,170
in Real Estate (4,727 peers): +26.5%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$22,378,037 Top 25% higher than 75% 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

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings 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. Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (549 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%)

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported participants rose from 505 in the plan year 2022 filing to 549 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954510577 · Investors Mgmt Trust Real Estate Group PY 2023 · 401(k)

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan · $22M · 549 · 75th

TYPE $22M
NET 549
BOOK 75th
VS-ST 401(k)
BOY near Healy Electric Co., Inc. Employee Stock Ownership 401(k) Plan
SCH ind #4170

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 →

End-of-year total assets ($M) among Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$22M
Net Income	$5M
Employer EIN	954510577
Plan Effective Date	1997-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Investors Mgmt Trust Real Estate Group)

Latest sponsor-wide plan assets: $27M 49.97036591439709% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	505	$18M
2023	1	549	$22M
2024	1	580	$27M

Nearby 401(k) Plans in California

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

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Healy Electric Co., Inc. Employee Stock Ownership 401(k) Plan in NY ($22M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Healy Electric Co., Inc. Employee Stock Ownership 401(k) Plan (NY) $22M · 17
Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust (MO) $22M · 204
Highland Medical PC Retirement Savings Plan (NY) $22M · 199
Jewish Federation of Spbc, Inc. 401(k) Plan (FL) $22M · 831

Similar participant headcount

Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.

Brownstein Hyatt Farber Schreck Retirement Plan (CO) 549 · 0 off
Applus 401(k) Plan (TX) 549 · 0 off
Millstone Medical Outsourcing, LLC 401(k) Retirement Plan (MA) 549 · 0 off
National Keystone Products Co., Inc. 401(k) Profit Sharing Plan (NJ) 549 · 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 Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan grew sharply - up 26.5% during 2023, from $18M to $22M. Reported net income was $5M.

How have Investors Mgmt Trust Real Estate Group plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Investors Mgmt Trust Real Estate Group's sponsor-wide assets grew 50.0%, from $18M to $27M.

Where does Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan ranks in the 75th 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 401(k) plans are similar in size to Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Healy Electric Co., Inc. Employee Stock Ownership 401(k) Plan in NY ($22M, 17 participants).

Which 401(k) plans cover a similar participant headcount to Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants, $230M 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 954510577.