401(k)
2024 plan-year 401(k) DOL Form 5500

Diversified Management Group, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Diversified Management Group, Inc. · Wisconsin · Retail Trade

What the 2023 filing shows

Diversified Management Group, Inc. 401(k) Plan holds $4M for 840 participants — about $4,991 per participant, up 13.0% over the 2024 plan year.

$4M
total plan assets (2024 EOY)
840
covered participants
$4,991
avg assets per participant
+13.0%
assets growth YoY
Total Assets (2023)
$4M
Participants
840
State
Industry
Retail Trade

What the Filing Says About Diversified Management Group, Inc. 401(k) Plan

Diversified Management Group, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Diversified Management Group, Inc., headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 840 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 273524206, and the plan has been effective since 1987-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $4M at year-end — a gain of 13.0%. Net assets (after liabilities) closed the year at $4M, with reported net income of $481K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$481K
Plan Type401(k)
Employer EIN273524206
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Diversified Management Group, Inc.)

Year Plans Participants Total Assets
2022 1 323 $3M
2023 1 985 $4M
2024 1 840 $4M

Nearby 401(k) Plans in Wisconsin

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Frequently Asked Questions

How much money is in the Diversified Management Group, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Diversified Management Group, Inc. 401(k) Plan holds $4M in total assets with 840 participants. It is sponsored by Diversified Management Group, Inc..
What type of plan is Diversified Management Group, Inc. 401(k) Plan?
Diversified Management Group, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1987-04-01. The plan is filed with the U.S. Department of Labor under EIN 273524206.
Who sponsors the Diversified Management Group, Inc. 401(k) Plan?
Diversified Management Group, Inc. 401(k) Plan is sponsored by Diversified Management Group, Inc., located in Wisconsin. The sponsor's EIN is 273524206 and the plan operates in the Retail Trade industry.
How did Diversified Management Group, Inc. 401(k) Plan perform in 2024?
Diversified Management Group, Inc. 401(k) Plan grew by 13.0% during 2024, moving from $4M to $4M in total assets. Net income was $481K.
Where can I find official filings for Diversified Management Group, Inc. 401(k) Plan?
Official Form 5500 filings for Diversified Management Group, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 273524206 or plan name at efast.dol.gov.
How does Diversified Management Group, Inc. 401(k) Plan compare to other plans?
You can compare Diversified Management Group, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.