401(k) · DOL Form 5500 · 2024

Mandel Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
124
Participants Small participant base
65th
Percentile by assets National rank
$124,771
Avg per participant Near avg balance/head
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Official DOL plan name: Mandel Group, Inc. Salary Savings 401(k) Plan · Sponsored by Mandel Group, Inc. · Wisconsin · Real Estate

$15M in assets, 124 participants

Mandel Group, Inc.'s Mandel Group, Inc. Salary Savings 401(k) Plan reported $15M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,715 in Real Estate (4,605 peers)

Coverage in Wisconsin

Mandel Group, Inc. Salary Savings 401(k) Plan covers 124 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#3,715
in Real Estate (4,605 peers)
+20.3%
assets growth YoY

Mandel Group, Inc. Salary Savings 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Mandel Group, Inc. Salary Savings 401(k) Plan vs every filed plan by assets

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

$15,471,546 Top 35% higher than 65% 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

Mandel Group, Inc. Salary Savings 401(k) 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. Mandel Group, Inc. Salary Savings 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mandel Group, Inc. Salary Savings 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Mandel Group, Inc. Salary Savings 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Mandel Group, Inc. Salary Savings 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391710347 · Mandel Group, Inc. PY 2024 · 401(k)

Mandel Group, Inc. Salary Savings 401(k) Plan · $15M · 124 · 65th

  • IND $15M
  • EOY 124
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Wm. B. Morse Lumber Co. Retirement Savings Plan
  • EIN ind #3715

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 Wisconsin →

Mandel Group, Inc. Salary Savings 401(k) Plan in the asset neighbourhood

Mandel Group, Inc. Salary Savings 401(k) PlanMandel Group, Inc. Salary Sa…$15MWm. B. Morse Lumber Co. Retirement Savings PlanWm. B. Morse Lumber Co. Reti…$15MPleasureland Inc. Profit Sharing PlanPleasureland Inc. Profit Sha…$15MOxford Capital Group 401(k) Profit Sharing PlanOxford Capital Group 401(k) …$15MJako Enterprises, LLC 401(k) Profit Sharing PlanJako Enterprises, LLC 401(k)…$15M
End-of-year total assets ($M) among Mandel Group, Inc. Salary Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN391710347
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mandel Group, Inc.)

Sponsor-wide plan assets over time

All Mandel Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 48.90323084835755% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.4M $15.5M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 147 $10M
2023 1 141 $13M
2024 1 124 $15M

Nearby 401(k) Plans in Wisconsin

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

Mandel Group, Inc. Salary Savings 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Mandel Group, Inc. Salary Savings 401(k) Plan, Total assets ($B): 0.015471546 · Participants: 124Mandel Group, Inc. Salary Savings 401(k) 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
Mandel Group, Inc. Salary Savings 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Mandel Group, Inc. Salary Savings 401(k) Plan side-by-side with 3 peers →

Mandel Group, Inc. Salary Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Wm. B. Morse Lumber Co. Retirement Savings Plan in NY ($15M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Mandel Group, Inc. Salary Savings 401(k) Plan assets move in 2024? ▼
Mandel Group, Inc. Salary Savings 401(k) Plan grew sharply - up 20.3% during 2024, from $13M to $15M. Reported net income was $3M.
How have Mandel Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mandel Group, Inc.'s sponsor-wide assets grew 48.9%, from $10M to $15M.
Which 401(k) plans are similar in size to Mandel Group, Inc. Salary Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wm. B. Morse Lumber Co. Retirement Savings Plan in NY ($15M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Mandel Group, Inc. Salary Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 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 391710347.

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.