ESOP · DOL Form 5500 · 2023

The Management Association, Inc. ESOP

Data updated 2026-08-25

$35M
Total assets Below avg plan size
487
Participants Below avg headcount
81st
Percentile by assets National rank
$72,240
Avg per participant Below avg balance/head
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Official DOL plan name: The Management Association, Inc. ESOP · Sponsored by The Management Association, Inc. · California · Real Estate

$35M in assets, 487 participants

The Management Association, Inc.'s The Management Association, Inc. ESOP reported $35M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,352 in Real Estate (4,727 peers)

Where The Management Association, Inc. ESOP sits by assets

The Management Association, Inc. ESOP sits in the top quartile of all filed plans by assets, $35M for 487 participants (~$72,240/participant), up 151.0% in 2023.

#4,352
in Real Estate (4,727 peers)
+151.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Management Association, Inc. ESOP's outsized position by total assets

The Management Association, Inc. ESOP vs every filed plan by assets

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

$35,181,000 Top 19% higher than 81% 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

The Management Association, Inc. ESOP 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. The Management Association, Inc. ESOP sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Management Association, Inc. ESOP end-of-year assets rose from $14M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • The Management Association, Inc. ESOP reported net income rose from $10M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • The Management Association, Inc. ESOP reported participants fell from 525 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203911881 · The Management Association, Inc. PY 2023 · ESOP

The Management Association, Inc. ESOP · $35M · 487 · 81st

  • PHOTO $35M
  • IND 487
  • EOY 81st
  • 5500 ESOP
  • ASSETS near Axia Consulting Employee Stock Ownership Plan
  • PCT ind #4352

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 What is an ESOP? → · Plans in California →

The Management Association, Inc. ESOP in the asset neighbourhood

Community Trust Bancorp Inc Employee Stock Ownership PlanCommunity Trust Bancorp Inc …$35MAxia Consulting Employee Stock Ownership PlanAxia Consulting Employee Sto…$35MThe Management Association, Inc. ESOPThe Management Association, …$35MPioneer Power, Inc. Employee Stock Ownership PlanPioneer Power, Inc. Employee…$35MG.W. Berkheimer Co. Inc. Employee Stock Ownership PlanG.W. Berkheimer Co. Inc. Emp…$35M
End-of-year total assets ($M) among The Management Association, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$35M
Net Income$21M
Employer EIN203911881
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Management Association, Inc.)

Sponsor-wide plan assets over time

All The Management Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 140.23782866946485% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
Year Plans Participants Total Assets
2022 2 1,123 $26M
2023 2 1,142 $49M
2024 2 1,243 $61M

Nearby ESOP Plans in California

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

The Management Association, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants The Management Association, Inc. ESOP, Total assets ($B): 0.035181 · Participants: 487The Management Association, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
The Management Association, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare The Management Association, Inc. ESOP side-by-side with 3 peers →

The Management Association, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Axia Consulting Employee Stock Ownership Plan in OH ($35M); by covered participants it is Urschel Laboratories Employee Stock Ownership Plan in IN (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 The Management Association, Inc. ESOP assets move in 2023? ▼
The Management Association, Inc. ESOP surged - up 151.0% during 2023, from $14M to $35M. Reported net income was $21M.
How have The Management Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Association, Inc.'s sponsor-wide assets grew 140.2%, from $26M to $61M.
Where does The Management Association, Inc. ESOP rank by assets among Form 5500 filers? ▼
The Management Association, Inc. ESOP ranks in the 81st 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 ESOP plans are similar in size to The Management Association, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Axia Consulting Employee Stock Ownership Plan in OH ($35M, 94 participants).
Which ESOP plans cover a similar participant headcount to The Management Association, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Urschel Laboratories Employee Stock Ownership Plan in IN (487 participants, $366M 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 203911881.

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.