401(k) · DOL Form 5500 · 2023

Daily Management, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
690
Participants Below avg headcount
64th
Percentile by assets National rank
$18,692
Avg per participant Low balance/head
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Official DOL plan name: Daily Management 401(k) Profit Sharing Plan · Sponsored by Daily Management, Inc. · Florida · Real Estate

$13M in assets, 690 participants

Daily Management, Inc.'s Daily Management 401(k) Profit Sharing Plan reported $13M in total assets and 690 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,803 in Real Estate (4,727 peers)

Daily Management, Inc. multi-year trail

Daily Management, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Daily Management 401(k) Profit Sharing Plan at $13M / 690 participants.

#3,803
in Real Estate (4,727 peers)
+20.1%
assets growth YoY

Daily Management 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Daily Management 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,897,493 Top 36% higher than 64% 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

Daily Management 401(k) Profit Sharing 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. Daily Management 401(k) Profit Sharing Plan sits mid-pack in the medium band (690 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daily Management 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Daily Management 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Daily Management 401(k) Profit Sharing Plan reported participants rose from 602 in the plan year 2022 filing to 690 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592242825 · Daily Management, Inc. PY 2023 · 401(k)

Daily Management 401(k) Profit Sharing Plan · $13M · 690 · 64th

  • PART $13M
  • TYPE 690
  • NET 64th
  • BOOK 401(k)
  • VS-ST near Almon, Inc. 401(k) Plan
  • BOY ind #3803

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 Florida →

Daily Management 401(k) Profit Sharing Plan in the asset neighbourhood

Daily Management 401(k) Profit Sharing PlanDaily Management 401(k) Prof…$13MAlmon, Inc. 401(k) Plan$13MAct-on Software, Inc. 401(k) PlanAct-on Software, Inc. 401(k)…$13MPando 401(k) Plan$13MUwba 401(k) Plan$13M
End-of-year total assets ($M) among Daily Management 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Daily Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Daily Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 35.16077864313543% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $14.5M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 602 $11M
2023 1 690 $13M
2024 1 739 $15M

Daily Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN592242825
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Daily Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Daily Management 401(k) Profit Sharing Plan, Total assets ($B): 0.012897493 · Participants: 690Daily Management 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Daily Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Daily Management 401(k) Profit Sharing Plan side-by-side with 3 peers →

Daily Management 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Almon, Inc. 401(k) Plan in WI ($13M); by covered participants it is Roosevelt Management Company LLC 401(k) Plan in NY (690 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (690 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 Daily Management 401(k) Profit Sharing Plan assets move in 2023? ▼
Daily Management 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2023, from $11M to $13M. Reported net income was $2M.
How have Daily Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daily Management, Inc.'s sponsor-wide assets grew 35.2%, from $11M to $15M.
Which 401(k) plans are similar in size to Daily Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Almon, Inc. 401(k) Plan in WI ($13M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Daily Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roosevelt Management Company LLC 401(k) Plan in NY (690 participants, $60K 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 592242825.

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.