ESOP · DOL Form 5500 · 2023

The Management Association, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
487
Participants
81st
Percentile by assets
$72,240
Avg per participant
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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.

  • 81st percentile by assets (of 127,072 plans)
  • #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.

$35M
total plan assets (2023 EOY)
487
covered participants
81st
percentile by assets (of 127,072 plans)
$72,240
avg assets per participant

Where The Management Association, Inc. ESOP sits 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 $2,010,000,000 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

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 →

State
California
Industry
Real Estate

The Management Association, Inc. ESOP vs the 2023 asset distribution

By assets, The Management Association, Inc. ESOP outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
Total plan assets by year, all The Management Association, Inc. plans on file
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 ($B) Participants The Management Assoc…, Total assets ($B): 0.035181 · Participants: 487The Management Assoc…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
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 →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Management Association, Inc. ESOP by total assets, not by location.

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).

Next read for The Management Association, Inc. ESOP

Scale reading

Ways to act on The Management Association, Inc. ESOP's numbers.

  • By total assets, The Management Association, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • The Management Association, Inc.'s sponsor-wide assets have grown 140.2% since 2022 across 3 plan years on file. More Real Estate plans

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.