401(k) · DOL Form 5500 · 2023

Income Property Management, Co. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
172
Participants Small participant base
48th
Percentile by assets National rank
$35,771
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Income Property Management Employees Savings Trust · Sponsored by Income Property Management, Co. · Oregon · Real Estate

$6M in assets, 172 participants

Income Property Management, Co.'s Income Property Management Employees Savings Trust reported $6M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,196 in Real Estate (4,727 peers)

Coverage in Oregon

Income Property Management Employees Savings Trust covers 172 participants in Oregon, about 39% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#3,196
in Real Estate (4,727 peers)
+22.8%
assets growth YoY

Income Property Management Employees Savings Trust's mid-pack asset rank among Real Estate and all filers

Income Property Management Employees Savings Trust vs every filed plan by assets

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

$6,152,608 48th percentile higher than 48% 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

Income Property Management Employees Savings Trust 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. Income Property Management Employees Savings Trust sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Income Property Management Employees Savings Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Income Property Management Employees Savings Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Income Property Management Employees Savings Trust reported participants fell from 209 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930703692 · Income Property Management, Co. PY 2023 · 401(k)

Income Property Management Employees Savings Trust · $6M · 172 · 48th

  • PHOTO $6M
  • IND 172
  • EOY 48th
  • 5500 401(k)
  • ASSETS near Alltru Cu Exempt Plan
  • PCT ind #3196

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 Oregon →

Income Property Management Employees Savings Trust in the asset neighbourhood

Income Property Management Employees Savings TrustIncome Property Management E…$6MAlltru Cu Exempt Plan$6MEataly 401(k) Plan$6MStandard Concrete Products, Inc. 401(k) PlanStandard Concrete Products, …$6MOmega Construction, Inc. 401(k) PlanOmega Construction, Inc. 401…$6M
End-of-year total assets ($M) among Income Property Management Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN930703692
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Income Property Management, Co.)

Sponsor-wide plan assets over time

All Income Property Management, Co. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.91039935252105% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.01M $7.21M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 209 $5M
2023 1 172 $6M
2024 1 413 $7M

Nearby 401(k) Plans in Oregon

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

Income Property Management Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Income Property Management Employees Savings Trust, Total assets ($B): 0.006152608 · Participants: 172Income Property Management Employees Savings Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Income Property Management Employees Savings Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Income Property Management Employees Savings Trust side-by-side with 3 peers →

Income Property Management Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Alltru Cu Exempt Plan in MO ($6M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Income Property Management Employees Savings Trust assets move in 2023? ▼
Income Property Management Employees Savings Trust grew sharply - up 22.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have Income Property Management, Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Income Property Management, Co.'s sponsor-wide assets grew 43.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Income Property Management Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alltru Cu Exempt Plan in MO ($6M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Income Property Management Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 930703692.

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.