401(k) · DOL Form 5500 · 2023

Pond Realty Company Dba Joseph Management 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
865
Participants Near avg headcount
84th
Percentile by assets National rank
$48,975
Avg per participant Low balance/head
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Official DOL plan name: Joseph Management Group 401(k) Retirement Savings Plan and Trust · Sponsored by Pond Realty Company Dba Joseph Management · Ohio · Retail Trade

$42M in assets, 865 participants

Pond Realty Company Dba Joseph Management's Joseph Management Group 401(k) Retirement Savings Plan and Trust reported $42M in total assets and 865 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,639 in Retail Trade (8,414 peers)

Where Joseph Management Group 401(k) Retirement Savings Plan and Trust sits by assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust sits in the top quartile of all filed plans by assets, $42M for 865 participants (~$48,975/participant), up 13.8% in 2023.

#7,639
in Retail Trade (8,414 peers)
+13.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Joseph Management Group 401(k) Retirement Savings Plan and Trust's outsized position by total assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$42,363,407 Top 16% higher than 84% 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

Joseph Management Group 401(k) Retirement Savings Plan and 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. Joseph Management Group 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (865 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Joseph Management Group 401(k) Retirement Savings Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Joseph Management Group 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Joseph Management Group 401(k) Retirement Savings Plan and Trust reported participants fell from 893 in the plan year 2022 filing to 865 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310746641 · Pond Realty Company Dba Joseph Management PY 2023 · 401(k)

Joseph Management Group 401(k) Retirement Savings Plan and Trust · $42M · 865 · 84th

  • RANK $42M
  • RANK 865
  • RANK 84th
  • RANK 401(k)
  • RANK near Inland Kenworth, Inc. Employees' 401(k) Plan
  • RANK ind #7639

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 Retail Trade retirement plans → · Plans in Ohio →

Joseph Management Group 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

Redcom Laboratories, Inc. 401(k) and Profit SharinRedcom Laboratories, Inc. 40…$42MFlorida East Coast Industries, LLC Salary Deferral PlanFlorida East Coast Industrie…$42MJoseph Management Group 401(k) Retirement Savings Plan and TrustJoseph Management Group 401(…$42MInland Kenworth, Inc. Employees' 401(k) PlanInland Kenworth, Inc. Employ…$42MPainters District Council #58 401(k) PlanPainters District Council #5…$42M
End-of-year total assets ($M) among Joseph Management Group 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN310746641
Plan Effective Date1995-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pond Realty Company Dba Joseph Management)

Sponsor-wide plan assets over time

All Pond Realty Company Dba Joseph Management plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.35444772122811% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.2M $47.8M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 893 $37M
2023 1 865 $42M
2024 1 906 $48M

Nearby 401(k) Plans in Ohio

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

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Joseph Management Group 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.042363407 · Participants: 865Joseph Management Group 401(k) Retirement Savings Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Joseph Management Group 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

Joseph Management Group 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Inland Kenworth, Inc. Employees' 401(k) Plan in CA ($42M); by covered participants it is Full Circle Fiber Partners 401(k) Plan in FL (865 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (865 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 Joseph Management Group 401(k) Retirement Savings Plan and Trust assets move in 2023? ▼
Joseph Management Group 401(k) Retirement Savings Plan and Trust grew at a solid clip - up 13.8% during 2023, from $37M to $42M. Reported net income was $5M.
How have Pond Realty Company Dba Joseph Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pond Realty Company Dba Joseph Management's sponsor-wide assets grew 28.4%, from $37M to $48M.
Where does Joseph Management Group 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Joseph Management Group 401(k) Retirement Savings Plan and Trust ranks in the 84th 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 401(k) plans are similar in size to Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Inland Kenworth, Inc. Employees' 401(k) Plan in CA ($42M, 551 participants).
Which 401(k) plans cover a similar participant headcount to Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Full Circle Fiber Partners 401(k) Plan in FL (865 participants, $8M 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 310746641.

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.