401(k) · DOL Form 5500 · 2023

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size: 243
Participants Below avg headcount: 86th
Percentile by assets National rank: $222,706
Avg per participant Above avg balance/head

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Official DOL plan name: Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · Sponsored by Manning & Kass, Ellrod, Ramirez, Trester LLP · California · Professional & Technical Services

$54M in assets, 243 participants

Manning & Kass, Ellrod, Ramirez, Trester LLP's Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported $54M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

#17,753 in Professional & Technical Services (20,321 peers)

Coverage in California

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan covers 243 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $54M.

#17,753
in Professional & Technical Services (20,321 peers): +17.4%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's outsized position by total assets

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs every filed plan by assets

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

$54,117,632 Top 14% higher than 86% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Manning & Kass, Ellrod, Ramirez, Trester LLP 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. Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan sits mid-pack in the medium band (243 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported participants rose from 233 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954469763 · Manning & Kass, Ellrod, Ramirez, Trester LLP PY 2023 · 401(k)

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · $54M · 243 · 86th

EIN $54M
RANK 243
PHOTO 86th
IND 401(k)
EOY near Greenhill & Co., Inc. 401(k) Profit Sharing Plan
5500 ind #17753

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$46M
Net Assets (End of Year)	$54M
Net Income	$8M
Employer EIN	954469763
Plan Effective Date	1994-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Manning & Kass, Ellrod, Ramirez, Trester LLP)

Latest sponsor-wide plan assets: $55M 20.04865793588647% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	233	$46M
2023	1	243	$54M
2024	1	247	$55M

Nearby 401(k) Plans in California

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

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan side-by-side with 3 peers →

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY ($54M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) $54M · 199
Spee Dee Delivery Service, Inc Retirement Plan (MN) $54M · 1,393
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico (PR) $54M · 772
Strata Corporation 401(k) (ND) $54M · 658

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

Ebq Retirement Plan (TX) 243 · 0 off
The Architect 401(k) Plan the Printer, Inc. (IA) 243 · 0 off
Ojo Labs 401(k) Plan (TX) 243 · 0 off
Surfstyle 401(k) (FL) 243 · 0 off

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 Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan assets move in 2023? ▼

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan grew sharply - up 17.4% during 2023, from $46M to $54M. Reported net income was $8M.

How have Manning & Kass, Ellrod, Ramirez, Trester LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Manning & Kass, Ellrod, Ramirez, Trester LLP's sponsor-wide assets grew 20.0%, from $46M to $55M.

Where does Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan rank by assets among Form 5500 filers? ▼

Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan ranks in the 86th 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 Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY ($54M, 199 participants).

Which 401(k) plans cover a similar participant headcount to Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 954469763.