401(k) · DOL Form 5500 · 2024

Humphrey Management LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
232
Participants Below avg headcount
54th
Percentile by assets National rank
$40,016
Avg per participant Low balance/head
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Official DOL plan name: Humphrey Management LLC 401(k) Plan · Sponsored by Humphrey Management LLC · Maryland · Real Estate

$9M in assets, 232 participants

Humphrey Management LLC's Humphrey Management LLC 401(k) Plan reported $9M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,328 in Real Estate (4,605 peers)

Coverage in Maryland

Humphrey Management LLC 401(k) Plan covers 232 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

#3,328
in Real Estate (4,605 peers)
-11.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Humphrey Management LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Humphrey Management LLC 401(k) Plan vs every filed plan by assets

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

$9,283,597 Top 46% higher than 54% 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

Humphrey Management LLC 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. Humphrey Management LLC 401(k) Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Humphrey Management LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Humphrey Management LLC 401(k) Plan reported participants fell from 282 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Humphrey Management LLC 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 851633029 · Humphrey Management LLC PY 2024 · 401(k)

Humphrey Management LLC 401(k) Plan · $9M · 232 · 54th

  • PCT $9M
  • EIN 232
  • RANK 54th
  • PHOTO 401(k)
  • IND near Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan
  • EOY ind #3328

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 Maryland →

Humphrey Management LLC 401(k) Plan in the asset neighbourhood

Humphrey Management LLC 401(k) PlanHumphrey Management LLC 401(…$9MPhelan Insurance Agency, Inc. 401(k) Retirement Saving PlanPhelan Insurance Agency, Inc…$9MP1 Service Group 401(k) Plan$9MTracegains Inc 401(k) Ps Plan and TrustTracegains Inc 401(k) Ps Pla…$9MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc.Safe-Harbor 401(k) Profit Sh…$9M
End-of-year total assets ($M) among Humphrey Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN851633029
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Humphrey Management LLC)

Sponsor-wide plan assets over time

All Humphrey Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.262224436408461% vs 2023
2024 filing year
$9M$9.5M$10M$10.5M$11M 20232024 $10.5M $9.28M ▼ -11.3%
Year Plans Participants Total Assets
2023 1 282 $10M
2024 1 232 $9M

Nearby 401(k) Plans in Maryland

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

Humphrey Management LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Humphrey Management LLC 401(k) Plan, Total assets ($B): 0.009283597 · Participants: 232Humphrey Management LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Humphrey Management LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Humphrey Management LLC 401(k) Plan side-by-side with 3 peers →

Humphrey Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan in OH ($9M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Humphrey Management LLC 401(k) Plan assets move in 2024? ▼
Humphrey Management LLC 401(k) Plan pulled back noticeably - down 11.3% during 2024, from $10M to $9M. Reported net income was -$1M.
How have Humphrey Management LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Humphrey Management LLC's sponsor-wide assets declined 11.3%, from $10M to $9M.
Which 401(k) plans are similar in size to Humphrey Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phelan Insurance Agency, Inc. 401(k) Retirement Saving Plan in OH ($9M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Humphrey Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 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 851633029.

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.