Other · DOL Form 5500 · 2024

Midpen Property Management Corp. Retirement Plan

Data updated 2026-08-11

$49M
Total assets
548
Participants
84th
Percentile by assets
$89,795
Avg per participant
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Official DOL plan name: Midpen Property Management Corp. 403(b) Plan · Sponsored by Midpen Property Management Corp. · California · Real Estate

$49M in assets, 548 participants

Midpen Property Management Corp.'s Midpen Property Management Corp. 403(b) Plan reported $49M in total assets and 548 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #4,293 in Real Estate (4,605 peers)

Where Midpen Property Management Corp. 403(b) Plan sits by assets

Midpen Property Management Corp. 403(b) Plan sits in the top quartile of all filed plans by assets, $49M for 548 participants (~$89,795/participant), up 14.0% in 2024.

$49M
total plan assets (2024 EOY)
548
covered participants
84th
percentile by assets (of 123,622 plans)
$89,795
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Midpen Property Management Corp. 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Midpen Property Management Corp. 403(b) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Midpen Property Management Corp. 403(b) Plan reported participants rose from 516 in the plan year 2023 filing to 548 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Midpen Property Management Corp. 403(b) Plan vs the 2024 asset distribution

By assets, Midpen Property Management Corp. 403(b) Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$49M
Net Income$6M
Employer EIN941738105
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Midpen Property Management Corp.)

$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $49.2M ▲ +41.1%
Total plan assets by year, all Midpen Property Management Corp. plans on file
Year Plans Participants Total Assets
2022 1 503 $35M
2023 1 516 $43M
2024 1 548 $49M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Midpen Property Mana…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Midpen Property Management Corp. 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Midpen Property Management Corp. 403(b) Plan assets move in 2024?
Midpen Property Management Corp. 403(b) Plan grew at a solid clip - up 14.0% during 2024, from $43M to $49M. Reported net income was $6M.
How have Midpen Property Management Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Midpen Property Management Corp.'s sponsor-wide assets grew 41.1%, from $35M to $49M.
Where does Midpen Property Management Corp. 403(b) Plan rank by assets among Form 5500 filers?
Midpen Property Management Corp. 403(b) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Midpen Property Management Corp. 403(b) Plan?
Among Other plans in other states, the closest by assets is Bozeman Health 403(b) Plan in MT ($49M, 2,220 participants).

Next read for Midpen Property Management Corp. 403(b) …

Scale reading

Ways to act on Midpen Property Management Corp. 403(b) Plan's numbers.

  • By total assets, Midpen Property Management Corp. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in California. Compare plans
  • Midpen Property Management Corp.'s sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Real Estate plans