401(k) · DOL Form 5500 · 2023

Maximus Real Estate Partners Ltd 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
80
Participants Small participant base
44th
Percentile by assets National rank
$60,670
Avg per participant Low balance/head
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Official DOL plan name: Maximus 401(k) Plan · Sponsored by Maximus Real Estate Partners Ltd · California · Real Estate

$5M in assets, 80 participants

Maximus Real Estate Partners Ltd's Maximus 401(k) Plan reported $5M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,999 in Real Estate (4,727 peers)

2023 asset change

Maximus 401(k) Plan grew at a solid clip 10.1% in 2023 ($4M → $5M) for 80 participants.

#2,999
in Real Estate (4,727 peers)
+10.1%
assets growth YoY

Maximus 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Maximus 401(k) Plan vs every filed plan by assets

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

$4,853,611 44th percentile higher than 44% 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

Maximus 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maximus 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 463150698 · Maximus Real Estate Partners Ltd PY 2023 · 401(k)

Maximus 401(k) Plan · $5M · 80 · 44th

  • PHOTO $5M
  • PHOTO 80
  • PHOTO 44th
  • PHOTO 401(k)
  • PHOTO near Capital Care, Inc. 401(k) Plan
  • PHOTO ind #2999

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 →

Maximus 401(k) Plan in the asset neighbourhood

Maximus 401(k) Plan$5MCapital Care, Inc. 401(k) PlanCapital Care, Inc. 401(k) Pl…$5MCalibrate 401(k) Plan$5MQuiet Professionals LLC 401(k) PlanQuiet Professionals LLC 401(…$5MOncue 401(k) Retirement Plan$5M
End-of-year total assets ($M) among Maximus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maximus Real Estate Partners Ltd years around the 2023 move

Sponsor-wide plan assets over time

All Maximus Real Estate Partners Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.823222338996677% vs 2023
2024 filing year
$4.2M$4.4M$4.6M$4.8M$5M 20232024 $4.85M $4.38M ▼ -9.7%
Year Plans Participants Total Assets
2023 1 80 $5M
2024 1 68 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$445K
Employer EIN463150698
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Maximus 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Maximus 401(k) Plan, Total assets ($B): 0.004853611 · Participants: 80Maximus 401(k) 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
Maximus 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Maximus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Capital Care, Inc. 401(k) Plan in MD ($5M); by covered participants it is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Maximus 401(k) Plan assets move in 2023?
Maximus 401(k) Plan grew at a solid clip - up 10.1% during 2023, from $4M to $5M. Reported net income was $445K.
How have Maximus Real Estate Partners Ltd plan assets changed over time?
Across 2 plan years on file (2023-2024), Maximus Real Estate Partners Ltd's sponsor-wide assets declined 9.8%, from $5M to $4M.
Which 401(k) plans are similar in size to Maximus 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Capital Care, Inc. 401(k) Plan in MD ($5M, 437 participants).
Which 401(k) plans cover a similar participant headcount to Maximus 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants, $8M in assets).