401(k) · DOL Form 5500 · 2023

Mgt Investments 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mgt 401(k) · Sponsored by Mgt Investments · California · Food Services & Accommodation

$3M in assets, 1 participants

Mgt Investments's Mgt 401(k) reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,828 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mgt 401(k) ranks #2,828 of 3,828 2023 filers by assets (559% of the sector average)-$3M for 1 participant.

#2,828
in Food Services & Accommodation (3,828 peers)
+212.5%
assets growth YoY

Mgt 401(k)'s mid-pack asset rank among Food Services & Accommodation and all filers

Mgt 401(k) vs every filed plan by assets

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

$3,499,928 38th percentile higher than 38% 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

Mgt 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mgt 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mgt 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mgt 401(k) reported net income rose from $962K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 821458718 · Mgt Investments PY 2023 · 401(k)

Mgt 401(k) · $3M · 1 · 38th

  • EBSA $3M
  • EBSA 1
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Angel Studios Inc 401(k) Profit Sharing Plan & Trust
  • EBSA ind #2828

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 Food Services & Accommodation retirement plans → · Plans in California →

Mgt 401(k) in the asset neighbourhood

Mgt 401(k)$3MAngel Studios Inc 401(k) Profit Sharing Plan & TrustAngel Studios Inc 401(k) Pro…$3MGugino & Mortimer, PLC Profit Sharing PlanGugino & Mortimer, PLC Profi…$3MBecket Fund 401(k) Plan$4MSti Firearms 401(k) Plan$4M
End-of-year total assets ($M) among Mgt 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN821458718
Plan Effective Date2017-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Mgt Investments)

Sponsor-wide plan assets over time

All Mgt Investments plans reported in each filing year

Latest sponsor-wide plan assets
$3M 125.14749367884232% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.12M $2.52M ▲ +125.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $3M
2024 1 1 $3M

Nearby 401(k) Plans in California

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

Mgt 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mgt 401(k), Total assets ($B): 0.003499928 · Participants: 1Mgt 401(k)Wells 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
Mgt 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Mgt 401(k) side-by-side with 3 peers →

Mgt 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Angel Studios Inc 401(k) Profit Sharing Plan & Trust in UT ($3M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mgt 401(k) assets move in 2023? ▼
Mgt 401(k) surged - up 212.5% during 2023, from $1M to $3M. Reported net income was $2M.
How have Mgt Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mgt Investments's sponsor-wide assets grew 125.1%, from $1M to $3M.
Which 401(k) plans are similar in size to Mgt 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Angel Studios Inc 401(k) Profit Sharing Plan & Trust in UT ($3M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Mgt 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 821458718.

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.