401(k) · DOL Form 5500 · 2024

Mgt Investments 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Mgt 401(k) · Sponsored by Mgt Investments · California · Food Services & Accommodation

$3M in assets, 1 participants

Mgt Investments's Mgt 401(k) reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,474 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Mgt 401(k) ranks #2,474 of 3,672 2024 filers by assets (776% of the sector average)-$3M for 1 participant.

#2,474
in Food Services & Accommodation (3,672 peers)
-27.9%
assets change YoY

The plan reported a net loss of $978K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mgt 401(k) among the smaller filed plans by assets

Mgt 401(k) vs every filed plan by assets

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

$2,521,760 32nd percentile higher than 32% 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

Mgt 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mgt 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mgt 401(k) reported net income fell from $2M in the plan year 2023 filing to -$978K in the plan year 2024 filing.
  • Mgt 401(k) end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 821458718 · Mgt Investments PY 2024 · 401(k)

Mgt 401(k) · $3M · 1 · 32nd

  • EOY $3M
  • 5500 1
  • ASSETS 32nd
  • PCT 401(k)
  • EIN near Genpak LLC Hourly Paid Pension Plan
  • RANK ind #2474

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 Food Services & Accommodation retirement plans → · Plans in California →

Mgt 401(k) in the asset neighbourhood

Mgt 401(k)$3MGenpak LLC Hourly Paid Pension PlanGenpak LLC Hourly Paid Pensi…$3MHhc Florida 401(k) Plan$3MA C Williams Dds PA Vip 401(k) PlanA C Williams Dds PA Vip 401(…$3MAccompany Health, Inc. 401(k) PlanAccompany Health, Inc. 401(k…$3M
End-of-year total assets ($M) among Mgt 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$978K
Employer EIN821458718
Plan Effective Date2017-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Mgt Investments)

Sponsor-wide plan assets over time

All Mgt Investments plans reported in each filing year

Latest sponsor-wide plan assets
$3M 125.14749367884232% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.12M $2.52M ▲ +125.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $3M
2024 1 1 $3M

Nearby 401(k) Plans in California

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

Mgt 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mgt 401(k), Total assets ($B): 0.00252176 · Participants: 1Mgt 401(k)Google 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
Mgt 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Mgt 401(k) side-by-side with 3 peers →

Mgt 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Genpak LLC Hourly Paid Pension Plan in NC ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mgt 401(k) assets move in 2024? ▼
Mgt 401(k) declined sharply - down 27.9% during 2024, from $3M to $3M. Reported net income was -$978K.
How have Mgt Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mgt Investments's sponsor-wide assets grew 125.1%, from $1M to $3M.
Which 401(k) plans are similar in size to Mgt 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Genpak LLC Hourly Paid Pension Plan in NC ($3M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Mgt 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 821458718.

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.