401(k) · DOL Form 5500 · 2024
Michelson Realty Company LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $158,267
- Avg per participant Above avg balance/head
Official DOL plan name: The Michelson Organization Savings Investment Plan · Sponsored by Michelson Realty Company LLC · Missouri · Real Estate
$24M in assets, 153 participants
Michelson Realty Company LLC's The Michelson Organization Savings Investment Plan reported $24M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #4,020 in Real Estate (4,605 peers)
Coverage in Missouri
The Michelson Organization Savings Investment Plan covers 153 participants in Missouri, about 21% of the average Missouri filer (state average ~737 per filing). Assets: $24M.
- #4,020
- in Real Estate (4,605 peers)
- +17.9%
- assets growth YoY
The Michelson Organization Savings Investment Plan's outsized position by total assets
The Michelson Organization Savings Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,214,802 Top 26% higher than 74% 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
The Michelson Organization Savings Investment 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. The Michelson Organization Savings Investment Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Michelson Organization Savings Investment Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- The Michelson Organization Savings Investment Plan reported participants fell from 174 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- The Michelson Organization Savings Investment Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 020677900 · Michelson Realty Company LLC PY 2024 · 401(k)
The Michelson Organization Savings Investment Plan · $24M · 153 · 74th
- BOY $24M
- BOY 153
- BOY 74th
- BOY 401(k)
- BOY near Phpni Retirement Plan
- BOY ind #4020
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 Missouri →
The Michelson Organization Savings Investment Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 020677900 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michelson Realty Company LLC)
Sponsor-wide plan assets over time
All Michelson Realty Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 42.17489739720639% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $17M |
| 2023 | 1 | 174 | $21M |
| 2024 | 1 | 153 | $24M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
The Michelson Organization Savings Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Phpni Retirement Plan in IN ($24M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Phpni Retirement Plan (IN) $24M · 157
- Lhr Retirement Plan (UT) $24M · 120
- Logical Position Retirement Plan (OR) $24M · 756
- Liberty Hill Equity Partners 401(k) Profit Sharing Plan (OH) $24M · 216
Similar participant headcount
Nearest other-state filings by covered participants (153 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.