401(k) · DOL Form 5500 · 2024

Preservation Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
332
Participants Below avg headcount
50th
Percentile by assets National rank
$22,790
Avg per participant Low balance/head
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Official DOL plan name: Preservation Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Preservation Management, Inc. · Maine · Real Estate

$8M in assets, 332 participants

Preservation Management, Inc.'s Preservation Management, Inc. 401(k) Profit Sharing Plan reported $8M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,171 in Real Estate (4,605 peers)

Preservation Management, Inc. multi-year trail

Preservation Management, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Preservation Management, Inc. 401(k) Profit Sharing Plan at $8M / 332 participants.

#3,171
in Real Estate (4,605 peers)
+7.5%
assets growth YoY

Preservation Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Preservation Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,566,373 Top 50% higher than 50% 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

Preservation Management, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preservation Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preservation Management, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $529K in the plan year 2024 filing.
  • Preservation Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Preservation Management, Inc. 401(k) Profit Sharing Plan reported participants fell from 350 in the plan year 2023 filing to 332 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010460929 · Preservation Management, Inc. PY 2024 · 401(k)

Preservation Management, Inc. 401(k) Profit Sharing Plan · $8M · 332 · 50th

  • PART $8M
  • TYPE 332
  • NET 50th
  • BOOK 401(k)
  • VS-ST near Finity, Inc. 401(k) Plan
  • BOY ind #3171

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 Maine →

Preservation Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Preservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$8MFinity, Inc. 401(k) Plan$8MLifepath, Inc. 401(k) Plan$8MCaliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$8MStoli Group USA, LLC 401(k) PlanStoli Group USA, LLC 401(k) …$8M
End-of-year total assets ($M) among Preservation Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Preservation Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preservation Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 28.55532414699099% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.89M $7.57M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 394 $6M
2023 1 350 $7M
2024 1 332 $8M

Preservation Management, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$529K
Employer EIN010460929
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Preservation Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Preservation Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.007566373 · Participants: 332Preservation Management, Inc. 401(k) Profit Sharing PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Preservation Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Preservation Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Preservation Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Finity, Inc. 401(k) Plan in OR ($8M); by covered participants it is Xponential Fitness LLC 401(k) Profit Sharing Plan and Trust in CA (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Preservation Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Preservation Management, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 7.5% during 2024, from $7M to $8M. Reported net income was $529K.
How have Preservation Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preservation Management, Inc.'s sponsor-wide assets grew 28.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Preservation Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finity, Inc. 401(k) Plan in OR ($8M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Preservation Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xponential Fitness LLC 401(k) Profit Sharing Plan and Trust in CA (332 participants, $4M 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 010460929.

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.