401(k) · DOL Form 5500 · 2023

Slavic Mutual Fund Management Corp. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
220
Participants Below avg headcount
69th
Percentile by assets National rank
$74,384
Avg per participant Below avg balance/head
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Official DOL plan name: Slavic Mutual Funds Management Co. 401(k) Plan · Sponsored by Slavic Mutual Fund Management Corp. · Florida · Finance & Insurance

$16M in assets, 220 participants

Slavic Mutual Fund Management Corp.'s Slavic Mutual Funds Management Co. 401(k) Plan reported $16M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,832 in Finance & Insurance (8,869 peers)

Coverage in Florida

Slavic Mutual Funds Management Co. 401(k) Plan covers 220 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#4,832
in Finance & Insurance (8,869 peers)
+33.2%
assets growth YoY

Slavic Mutual Funds Management Co. 401(k) Plan's outsized position by total assets

Slavic Mutual Funds Management Co. 401(k) Plan vs every filed plan by assets

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

$16,364,538 Top 31% higher than 69% 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

Slavic Mutual Funds Management Co. 401(k) 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. Slavic Mutual Funds Management Co. 401(k) Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Slavic Mutual Funds Management Co. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Slavic Mutual Funds Management Co. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Slavic Mutual Funds Management Co. 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 592749576 · Slavic Mutual Fund Management Corp. PY 2023 · 401(k)

Slavic Mutual Funds Management Co. 401(k) Plan · $16M · 220 · 69th

  • EOY $16M
  • 5500 220
  • ASSETS 69th
  • PCT 401(k)
  • EIN near Mayer, LLP 401(k) and Profit Sharing Plan
  • RANK ind #4832

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 Finance & Insurance retirement plans → · Plans in Florida →

Slavic Mutual Funds Management Co. 401(k) Plan in the asset neighbourhood

Knight Employee Retirement PlanKnight Employee Retirement P…$16MNational Food Group, Inc. 401(k) PlanNational Food Group, Inc. 40…$16MAcclamation Insurance Management Services, Inc. 401(k) Profit Sharing PlanAcclamation Insurance Manage…$16MSlavic Mutual Funds Management Co. 401(k) PlanSlavic Mutual Funds Manageme…$16MMayer, LLP 401(k) and Profit Sharing PlanMayer, LLP 401(k) and Profit…$16M
End-of-year total assets ($M) among Slavic Mutual Funds Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN592749576
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Slavic Mutual Fund Management Corp.)

Sponsor-wide plan assets over time

All Slavic Mutual Fund Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 60.071835208858595% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $19.7M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 174 $12M
2023 1 220 $16M
2024 1 272 $20M

Nearby 401(k) Plans in Florida

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

Slavic Mutual Funds Management Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Slavic Mutual Funds Management Co. 401(k) Plan, Total assets ($B): 0.016364538 · Participants: 220Slavic Mutual Funds Management Co. 401(k) 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
Slavic Mutual Funds Management Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Slavic Mutual Funds Management Co. 401(k) Plan side-by-side with 3 peers →

Slavic Mutual Funds Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mayer, LLP 401(k) and Profit Sharing Plan in TX ($16M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Slavic Mutual Funds Management Co. 401(k) Plan assets move in 2023? ▼
Slavic Mutual Funds Management Co. 401(k) Plan surged - up 33.2% during 2023, from $12M to $16M. Reported net income was $4M.
How have Slavic Mutual Fund Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Slavic Mutual Fund Management Corp.'s sponsor-wide assets grew 60.1%, from $12M to $20M.
Which 401(k) plans are similar in size to Slavic Mutual Funds Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mayer, LLP 401(k) and Profit Sharing Plan in TX ($16M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Slavic Mutual Funds Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 592749576.

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.