401(k) · DOL Form 5500 · 2024

Pelican Management Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
66
Participants Small participant base
56th
Percentile by assets National rank
$155,565
Avg per participant Above avg balance/head
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Official DOL plan name: Pelican Management, Inc 401(k) Retirement Plan · Sponsored by Pelican Management Inc. · New York · Real Estate

$10M in assets, 66 participants

Pelican Management Inc.'s Pelican Management, Inc 401(k) Retirement Plan reported $10M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,401 in Real Estate (4,605 peers)

Pelican Management Inc. multi-year trail

Pelican Management Inc.'s plans moved +36.5% in assets from 2022 to 2024; this filing shows Pelican Management, Inc 401(k) Retirement Plan at $10M / 66 participants.

#3,401
in Real Estate (4,605 peers)
+24.0%
assets growth YoY

Pelican Management, Inc 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Pelican Management, Inc 401(k) Retirement Plan vs every filed plan by assets

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

$10,267,294 Top 44% higher than 56% 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

Pelican Management, Inc 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pelican Management, Inc 401(k) Retirement Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pelican Management, Inc 401(k) Retirement Plan reported net income rose from $756K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pelican Management, Inc 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Pelican Management, Inc 401(k) Retirement Plan reported participants fell from 68 in the plan year 2023 filing to 66 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133041359 · Pelican Management Inc. PY 2024 · 401(k)

Pelican Management, Inc 401(k) Retirement Plan · $10M · 66 · 56th

  • RANK $10M
  • PHOTO 66
  • IND 56th
  • EOY 401(k)
  • 5500 near Alpert & Associates, Inc. 401(k) Plan II
  • ASSETS ind #3401

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 New York →

Pelican Management, Inc 401(k) Retirement Plan in the asset neighbourhood

Pelican Management, Inc 401(k) Retirement PlanPelican Management, Inc 401(…$10MAlpert & Associates, Inc. 401(k) Plan IIAlpert & Associates, Inc. 40…$10MOptima Chemical Group, LLC 401(k) PlanOptima Chemical Group, LLC 4…$10MMountain Capital Partners 401(k) PlanMountain Capital Partners 40…$10MBooster Enterprises, Inc. 401(k) PlanBooster Enterprises, Inc. 40…$10M
End-of-year total assets ($M) among Pelican Management, Inc 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pelican Management Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pelican Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 36.48238328345384% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.52M $10.3M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 56 $8M
2023 1 68 $8M
2024 1 66 $10M

Pelican Management Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN133041359
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Pelican Management, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Pelican Management, Inc 401(k) Retirement Plan, Total assets ($B): 0.010267294 · Participants: 66Pelican Management, Inc 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Pelican Management, Inc 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Pelican Management, Inc 401(k) Retirement Plan side-by-side with 3 peers →

Pelican Management, Inc 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alpert & Associates, Inc. 401(k) Plan II in CA ($10M); by covered participants it is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Pelican Management, Inc 401(k) Retirement Plan assets move in 2024? ▼
Pelican Management, Inc 401(k) Retirement Plan grew sharply - up 24.0% during 2024, from $8M to $10M. Reported net income was $2M.
How have Pelican Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican Management Inc.'s sponsor-wide assets grew 36.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Pelican Management, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpert & Associates, Inc. 401(k) Plan II in CA ($10M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Pelican Management, Inc 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Fine Wire Company 401(k) Profit Sharing Plan in CA (66 participants, $21M 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 133041359.

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.