401(k) · DOL Form 5500 · 2024

Medley Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
14
Participants Small participant base
59th
Percentile by assets National rank
$823,106
Avg per participant High balance/head
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Official DOL plan name: Medley Partners Management 401(k) and Profit Sharing Plan · Sponsored by Medley Partners Management LLC · California · Finance & Insurance

$12M in assets, 14 participants

Medley Partners Management LLC's Medley Partners Management 401(k) and Profit Sharing Plan reported $12M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,651 in Finance & Insurance (8,549 peers)

Medley Partners Management LLC multi-year trail

Medley Partners Management LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Medley Partners Management 401(k) and Profit Sharing Plan at $12M / 14 participants.

#3,651
in Finance & Insurance (8,549 peers)
+22.1%
assets growth YoY

Medley Partners Management 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Medley Partners Management 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,523,488 Top 41% higher than 59% 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

Medley Partners Management 401(k) and Profit Sharing 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. Medley Partners Management 401(k) and Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Medley Partners Management 401(k) and Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Medley Partners Management 401(k) and Profit Sharing Plan reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Medley Partners Management 401(k) and Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 208773466 · Medley Partners Management LLC PY 2024 · 401(k)

Medley Partners Management 401(k) and Profit Sharing Plan · $12M · 14 · 59th

  • VS-ST $12M
  • VS-ST 14
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Next Level Performance, a Dittman Company Profit Sharing Plan
  • VS-ST ind #3651

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 Finance & Insurance retirement plans → · Plans in California →

Medley Partners Management 401(k) and Profit Sharing Plan in the asset neighbourhood

Registered Agents, Inc. 401(k) PlanRegistered Agents, Inc. 401(…$12MAnalytics8, LLC 401(k) Plan$12MMedley Partners Management 401(k) and Profit Sharing PlanMedley Partners Management 4…$12MNext Level Performance, a Dittman Company Profit Sharing PlanNext Level Performance, a Di…$12MIntervest Capital Partners$12M
End-of-year total assets ($M) among Medley Partners Management 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Medley Partners Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Medley Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.89454594397336% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.21M $11.5M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 12 $7M
2023 1 13 $9M
2024 1 14 $12M

Medley Partners Management LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN208773466
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Medley Partners Management 401(k) and Profit Sharing Plan, Total assets ($B): 0.011523488 · Participants: 14Medley Partners Management 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Medley Partners Management 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Medley Partners Management 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Medley Partners Management 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Next Level Performance, a Dittman Company Profit Sharing Plan in NJ ($12M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Medley Partners Management 401(k) and Profit Sharing Plan assets move in 2024? ▼
Medley Partners Management 401(k) and Profit Sharing Plan grew sharply - up 22.1% during 2024, from $9M to $12M. Reported net income was $2M.
How have Medley Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Medley Partners Management LLC's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Next Level Performance, a Dittman Company Profit Sharing Plan in NJ ($12M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Medley Partners Management 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 208773466.

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.