401(k) · DOL Form 5500 · 2024

Delta Management Services LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Delta T Mgmt Retirement Plan · Sponsored by Delta Management Services LLC · Wisconsin · Construction

$4M in assets, 3 participants

Delta Management Services LLC's Delta T Mgmt Retirement Plan reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,356 in Construction (9,039 peers)

Delta Management Services LLC multi-year trail

Delta Management Services LLC's plans moved +25.9% in assets from 2022 to 2024; this filing shows Delta T Mgmt Retirement Plan at $4M / 3 participants.

#3,356
in Construction (9,039 peers)
+16.5%
assets growth YoY

Delta T Mgmt Retirement Plan's mid-pack asset rank among Construction and all filers

Delta T Mgmt Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,036,056 38th percentile higher than 38% of 123,620 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 2024

Delta T Mgmt Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Delta T Mgmt Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Delta T Mgmt Retirement Plan reported net income rose from $258K in the plan year 2023 filing to $572K in the plan year 2024 filing.
  • Delta T Mgmt Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 820548607 · Delta Management Services LLC PY 2024 · 401(k)

Delta T Mgmt Retirement Plan · $4M · 3 · 38th

  • SCH $4M
  • SCH 3
  • SCH 38th
  • SCH 401(k)
  • SCH near Tt Multiple Employer 401(k) Plan
  • SCH ind #3356

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 Construction retirement plans → · Plans in Wisconsin →

Delta T Mgmt Retirement Plan in the asset neighbourhood

Delta T Mgmt Retirement Plan$4MTt Multiple Employer 401(k) PlanTt Multiple Employer 401(k) …$4MC&e Productions LLC (Dba Switch) Retirement PlanC&e Productions LLC (Dba Swi…$4MMetropolitan Data Solutions Management Co., Inc. 401(k) PlanMetropolitan Data Solutions …$4MThird Dimension, Inc. 401(k) Profit Sharing PlanThird Dimension, Inc. 401(k)…$4M
End-of-year total assets ($M) among Delta T Mgmt Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delta Management Services LLC multi-year asset trail

Sponsor-wide plan assets over time

All Delta Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.892511246262423% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.21M $4.04M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $4M

Delta Management Services LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$572K
Employer EIN820548607
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Delta T Mgmt Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Delta T Mgmt Retirement Plan, Total assets ($B): 0.004036056 · Participants: 3Delta T Mgmt Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Delta T Mgmt Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Delta T Mgmt Retirement Plan side-by-side with 3 peers →

Delta T Mgmt Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Tt Multiple Employer 401(k) Plan in WA ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Delta T Mgmt Retirement Plan assets move in 2024? ▼
Delta T Mgmt Retirement Plan grew sharply - up 16.5% during 2024, from $3M to $4M. Reported net income was $572K.
How have Delta Management Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Delta Management Services LLC's sponsor-wide assets grew 25.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Delta T Mgmt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tt Multiple Employer 401(k) Plan in WA ($4M, 153 participants).
Which 401(k) plans cover a similar participant headcount to Delta T Mgmt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820548607.

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.