401(k) · DOL Form 5500 · 2024
Filbert Management 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $391,220
- Avg per participant High balance/head
Official DOL plan name: Filbert Management 401(k) Plan · Sponsored by Filbert Management · California · Real Estate
$22M in assets, 56 participants
Filbert Management's Filbert Management 401(k) Plan reported $22M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,944 in Real Estate (4,605 peers)
Filbert Management multi-year trail
Filbert Management's plans moved -22.6% in assets from 2022 to 2024; this filing shows Filbert Management 401(k) Plan at $22M / 56 participants.
- #3,944
- in Real Estate (4,605 peers)
- -22.1%
- assets change YoY
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Filbert Management 401(k) Plan's outsized position by total assets
Filbert Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,908,297 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filbert Management 401(k) 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. Filbert Management 401(k) Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Filbert Management 401(k) Plan reported net income fell from -$157K in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Filbert Management 401(k) Plan reported participants fell from 112 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- Filbert Management 401(k) Plan end-of-year assets fell from $28M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 943137641 · Filbert Management PY 2024 · 401(k)
Filbert Management 401(k) Plan · $22M · 56 · 72nd
- IND $22M
- IND 56
- IND 72nd
- IND 401(k)
- IND near Givens 401(k) Savings and Retirement Plan
- IND ind #3944
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 California →
Filbert Management 401(k) Plan in the asset neighbourhood
Filbert Management multi-year asset trail
Sponsor-wide plan assets over time
All Filbert Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 22.576683578255878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $28M |
| 2023 | 1 | 112 | $28M |
| 2024 | 1 | 56 | $22M |
Filbert Management filing trail (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$6M |
| Employer EIN | 943137641 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Filbert Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Givens 401(k) Savings and Retirement Plan in VA ($22M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Givens 401(k) Savings and Retirement Plan (VA) $22M · 316
- Epcon Communities 401(k) Plan (OH) $22M · 187
- The Q.E.P. Co., Inc. 401(k) Plan (FL) $22M · 256
- Quantinuum Llc401(k) Plan (CO) $22M · 306
Similar participant headcount
Nearest other-state filings by covered participants (56 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.