401(k) · DOL Form 5500 · 2024

Diversified Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
840
Participants Near avg headcount
39th
Percentile by assets National rank
$4,991
Avg per participant Low balance/head
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Official DOL plan name: Diversified Management Group, Inc. 401(k) Plan · Sponsored by Diversified Management Group, Inc. · Wisconsin · Retail Trade

$4M in assets, 840 participants

Diversified Management Group, Inc.'s Diversified Management Group, Inc. 401(k) Plan reported $4M in total assets and 840 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,022 in Retail Trade (8,048 peers)

Diversified Management Group, Inc. multi-year trail

Diversified Management Group, Inc.'s plans moved +25.0% in assets from 2022 to 2024; this filing shows Diversified Management Group, Inc. 401(k) Plan at $4M / 840 participants.

#4,022
in Retail Trade (8,048 peers)
+13.0%
assets growth YoY

Diversified Management Group, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Diversified Management Group, Inc. 401(k) Plan vs every filed plan by assets

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

$4,192,056 39th percentile higher than 39% 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

Diversified Management Group, Inc. 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. Diversified Management Group, Inc. 401(k) Plan sits mid-pack in the medium band (840 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Diversified Management Group, Inc. 401(k) Plan reported net income rose from $358K in the plan year 2023 filing to $481K in the plan year 2024 filing.
  • Diversified Management Group, Inc. 401(k) Plan reported participants fell from 985 in the plan year 2023 filing to 840 in the plan year 2024 filing.
  • Diversified Management Group, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273524206 · Diversified Management Group, Inc. PY 2024 · 401(k)

Diversified Management Group, Inc. 401(k) Plan · $4M · 840 · 39th

  • 5500 $4M
  • 5500 840
  • 5500 39th
  • 5500 401(k)
  • 5500 near Mcfarland Truck Lines, Inc. 401(k) Plan
  • 5500 ind #4022

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 Retail Trade retirement plans → · Plans in Wisconsin →

Diversified Management Group, Inc. 401(k) Plan in the asset neighbourhood

Diversified Management Group, Inc. 401(k) PlanDiversified Management Group…$4MMcfarland Truck Lines, Inc. 401(k) PlanMcfarland Truck Lines, Inc. …$4MAbs - Tulsa 401(k) Retirement PlanAbs - Tulsa 401(k) Retiremen…$4MTangerine Travel, Ltd. 401(k) Profit Sharing PlanTangerine Travel, Ltd. 401(k…$4MMwresource Inc. 401(k) Profit Sharing Plan and TrustMwresource Inc. 401(k) Profi…$4M
End-of-year total assets ($M) among Diversified Management Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Diversified Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Diversified Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.012778449420896% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.35M $4.19M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 323 $3M
2023 1 985 $4M
2024 1 840 $4M

Diversified Management Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$481K
Employer EIN273524206
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Diversified Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Diversified Management Group, Inc. 401(k) Plan, Total assets ($B): 0.004192056 · Participants: 840Diversified Management Group, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Diversified Management Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Diversified Management Group, Inc. 401(k) Plan side-by-side with 3 peers →

Diversified Management Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mcfarland Truck Lines, Inc. 401(k) Plan in MN ($4M); by covered participants it is May Trucking Co. Employee Retirement Plan in OR (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Diversified Management Group, Inc. 401(k) Plan assets move in 2024? ▼
Diversified Management Group, Inc. 401(k) Plan grew at a solid clip - up 13.0% during 2024, from $4M to $4M. Reported net income was $481K.
How have Diversified Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Diversified Management Group, Inc.'s sponsor-wide assets grew 25.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Diversified Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcfarland Truck Lines, Inc. 401(k) Plan in MN ($4M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Diversified Management Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is May Trucking Co. Employee Retirement Plan in OR (840 participants, $24M 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 273524206.

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.