401(k) · DOL Form 5500 · 2023

The Management Trust 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
655
Participants Below avg headcount
66th
Percentile by assets National rank
$21,680
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Management Trust Employee 401(k) Savings Plan · Sponsored by The Management Trust · California · Real Estate

$14M in assets, 655 participants

The Management Trust's The Management Trust Employee 401(k) Savings Plan reported $14M in total assets and 655 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,868 in Real Estate (4,727 peers)

The Management Trust multi-year trail

The Management Trust's plans moved +140.2% in assets from 2022 to 2024; this filing shows The Management Trust Employee 401(k) Savings Plan at $14M / 655 participants.

#3,868
in Real Estate (4,727 peers)
+23.1%
assets growth YoY

The Management Trust Employee 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

The Management Trust Employee 401(k) Savings Plan vs every filed plan by assets

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

$14,200,671 Top 34% higher than 66% 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 Trust Employee 401(k) Savings 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. The Management Trust Employee 401(k) Savings Plan sits mid-pack in the medium band (655 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Management Trust Employee 401(k) Savings Plan reported net income rose from -$913K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Management Trust Employee 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Management Trust Employee 401(k) Savings Plan reported participants rose from 598 in the plan year 2022 filing to 655 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203911881 · The Management Trust PY 2023 · 401(k)

The Management Trust Employee 401(k) Savings Plan · $14M · 655 · 66th

  • BOOK $14M
  • VS-ST 655
  • BOY 66th
  • SCH 401(k)
  • EBSA near E.W. Smith Agency Retirement Savings Plan
  • PART ind #3868

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 California →

The Management Trust Employee 401(k) Savings Plan in the asset neighbourhood

The Management Trust Employee 401(k) Savings PlanThe Management Trust Employe…$14ME.W. Smith Agency Retirement Savings PlanE.W. Smith Agency Retirement…$14MUtah Valley Emergency Physicians, Inc. Profit Sharing PlanUtah Valley Emergency Physic…$14MFisher Island Club, Inc. 401(k) PlanFisher Island Club, Inc. 401…$14MEnglefield, Inc. Savings and Retirement 401(k) PlanEnglefield, Inc. Savings and…$14M
End-of-year total assets ($M) among The Management Trust Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Management Trust multi-year asset trail

Sponsor-wide plan assets over time

All The Management Trust 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

The Management Trust filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN203911881
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Management Trust Employee 401(k) Savings Plan, Total assets ($B): 0.014200671 · Participants: 655The Management Trust Employee 401(k) Savings PlanWells 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
The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Management Trust Employee 401(k) Savings Plan side-by-side with 3 peers →

The Management Trust Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is E.W. Smith Agency Retirement Savings Plan in MI ($14M); by covered participants it is Summit Packaging Systems 401(k) Plan in NH (655 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (655 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 Trust Employee 401(k) Savings Plan assets move in 2023? ▼
The Management Trust Employee 401(k) Savings Plan grew sharply - up 23.1% during 2023, from $12M to $14M. Reported net income was $3M.
How have The Management Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Trust's sponsor-wide assets grew 140.2%, from $26M to $61M.
Which 401(k) plans are similar in size to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.W. Smith Agency Retirement Savings Plan in MI ($14M, 59 participants).
Which 401(k) plans cover a similar participant headcount to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Packaging Systems 401(k) Plan in NH (655 participants, $33M 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.