Other · DOL Form 5500 · 2024

Midpen Property Management Corp. Retirement Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
548
Participants Below avg headcount
84th
Percentile by assets National rank
$89,795
Avg per participant Below avg balance/head
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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.

  • #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.

#4,293
in Real Estate (4,605 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Midpen Property Management Corp. 403(b) Plan's outsized position by total assets

Midpen Property Management Corp. 403(b) Plan vs every filed plan by assets

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

$49,207,663 Top 16% higher than 84% 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

Midpen Property Management Corp. 403(b) 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. Midpen Property Management Corp. 403(b) Plan sits mid-pack in the medium band (548 participants).

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 →

Published 5500 schedule card

Filing strip 941738105 · Midpen Property Management Corp. PY 2024 · Other

Midpen Property Management Corp. 403(b) Plan · $49M · 548 · 84th

  • PHOTO $49M
  • IND 548
  • EOY 84th
  • 5500 Other
  • ASSETS near Bozeman Health 403(b) Plan
  • PCT ind #4293

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 California →

Midpen Property Management Corp. 403(b) Plan in the asset neighbourhood

The New England College of Optometry Defined Contribution Retirement PlanThe New England College of O…$49MWestern Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$49MCrossing Rivers Health 403(b) PlanCrossing Rivers Health 403(b…$49MBozeman Health 403(b) Plan$49MMidpen Property Management Corp. 403(b) PlanMidpen Property Management C…$49M
End-of-year total assets ($M) among Midpen Property Management Corp. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Midpen Property Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 41.10073318803559% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $34.9M $49.2M ▲ +41.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Midpen Property Management Corp. 403(b) Plan, Total assets ($B): 0.049207663 · Participants: 548Midpen Property Management Corp. 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Midpen Property Management Corp. 403(b) Plan vs. nearby Other plans in California, assets vs. participants
Compare Midpen Property Management Corp. 403(b) Plan side-by-side with 3 peers →

Midpen Property Management Corp. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Bozeman Health 403(b) Plan in MT ($49M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (548 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (548 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 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).
Which Other plans cover a similar participant headcount to Midpen Property Management Corp. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lynn University Defined Contribution Retirement Plan in FL (548 participants, $88M 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 941738105.

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.