401(k) · DOL Form 5500 · 2024
Investors Mgmt Trust Real Estate Group 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 580
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $45,743
- Avg per participant Low balance/head
Official DOL plan name: Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan · Sponsored by Investors Mgmt Trust Real Estate Group · California · Real Estate
$27M in assets, 580 participants
Investors Mgmt Trust Real Estate Group's Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported $27M in total assets and 580 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,063 in Real Estate (4,605 peers)
Where Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits by assets
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 580 participants (~$45,743/participant), up 18.6% in 2024.
- #4,063
- in Real Estate (4,605 peers)
- +18.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,530,923 Top 25% higher than 75% 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
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings 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. Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (580 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan reported participants rose from 549 in the plan year 2023 filing to 580 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 954510577 · Investors Mgmt Trust Real Estate Group PY 2024 · 401(k)
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan · $27M · 580 · 75th
- VS-ST $27M
- VS-ST 580
- VS-ST 75th
- VS-ST 401(k)
- VS-ST near Federated Co-Ops, Inc. 401(k) Plan and Trust
- VS-ST ind #4063
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 →
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 954510577 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investors Mgmt Trust Real Estate Group)
Sponsor-wide plan assets over time
All Investors Mgmt Trust Real Estate Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 49.97036591439709% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 505 | $18M |
| 2023 | 1 | 549 | $22M |
| 2024 | 1 | 580 | $27M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Investors Management Trust Real Estate Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Federated Co-Ops, Inc. 401(k) Plan and Trust in MN ($27M); by covered participants it is Enviri Corporation Savings Plan in PA (580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Federated Co-Ops, Inc. 401(k) Plan and Trust (MN) $27M · 250
- American Messaging Savings Plan (TX) $27M · 80
- Quotient Sciences - Philadelphia, LLC 401(k) Plan (PA) $27M · 336
- Apb Elite Pooled Employer Plan (PA) $27M · 921
Similar participant headcount
Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.
- Enviri Corporation Savings Plan (PA) 580 · 0 off
- Pathai 401(k) Plan (MA) 580 · 0 off
- Bullard Enterprises 401(k) Profit Sharing Plan & Trust (NC) 580 · 0 off
- Above and Beyond Therapy 401(k) Plan (NJ) 580 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.