401(k) · DOL Form 5500 · 2024

Pond Realty Company Dba Joseph Management 401(k) Plan

Data updated 2026-08-11

$48M
Total assets: 906
Participants: 84th
Percentile by assets: $52,719
Avg per participant

Official DOL plan name: Joseph Management Group 401(k) Retirement Savings Plan and Trust · Sponsored by Pond Realty Company Dba Joseph Management · Ohio · Retail Trade

$48M in assets, 906 participants

Pond Realty Company Dba Joseph Management's Joseph Management Group 401(k) Retirement Savings Plan and Trust reported $48M in total assets and 906 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)
#7,306 in Retail Trade (8,048 peers)

Where Joseph Management Group 401(k) Retirement Savings Plan and Trust sits by assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust sits in the top quartile of all filed plans by assets, $48M for 906 participants (~$52,719/participant), up 12.7% in 2024.

$48M
total plan assets (2024 EOY): 906
covered participants: 84th
percentile by assets (of 123,622 plans): $52,719
avg assets per participant

Where Joseph Management Group 401(k) Retirement Savings Plan and Trust sits by total assets

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$47,763,646 Top 16% higher than 84% 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

Joseph Management Group 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
Joseph Management Group 401(k) Retirement Savings Plan and Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Joseph Management Group 401(k) Retirement Savings Plan and Trust reported participants rose from 865 in the plan year 2023 filing to 906 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Retail Trade

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs the 2024 asset distribution

By assets, Joseph Management Group 401(k) Retirement Savings Plan and Trust 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)	$42M
Net Assets (End of Year)	$48M
Net Income	$5M
Employer EIN	310746641
Plan Effective Date	1995-01-05
Filing Status	FILING RECEIVED

Sponsor Plan History (Pond Realty Company Dba Joseph Management)

Total plan assets by year, all Pond Realty Company Dba Joseph Management plans on file

Year	Plans	Participants	Total Assets
2022	1	893	$37M
2023	1	865	$42M
2024	1	906	$48M

Nearby 401(k) Plans in Ohio

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

Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Aerospace Retirement Savings Plan $14.7B · 45,620
The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
The Progressive 401(k) Plan $11.5B · 62,521
The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
Parker Retirement Savings Plan $9.0B · 26,315

Compare Joseph Management Group 401(k) Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Joseph Management Group 401(k) Retirement Savings Plan and Trust by total assets, not by location.

Medical Association of Georgia Multiple Employer 401(k) Profit Sharing Plan (GA) $48M · 575
Interface Rehab, Inc. 401(k) Retirement Savings Plan (CA) $48M · 993
Lionakis 401(k) Plan (CA) $48M · 185
H. Betti Industries 401(k) Savings Plan (NJ) $48M · 351

Frequently Asked Questions

How did Joseph Management Group 401(k) Retirement Savings Plan and Trust assets move in 2024? ▼

Joseph Management Group 401(k) Retirement Savings Plan and Trust grew at a solid clip - up 12.7% during 2024, from $42M to $48M. Reported net income was $5M.

How have Pond Realty Company Dba Joseph Management plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pond Realty Company Dba Joseph Management's sponsor-wide assets grew 28.4%, from $37M to $48M.

Where does Joseph Management Group 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼

Joseph Management Group 401(k) Retirement Savings Plan and Trust 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 401(k) plans are similar in size to Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Medical Association of Georgia Multiple Employer 401(k) Profit Sharing Plan in GA ($48M, 575 participants).

Next read for Joseph Management Group 401(k) Retiremen…

Scale reading

Ways to act on Joseph Management Group 401(k) Retirement Savings Plan and Trust's numbers.

By total assets, Joseph Management Group 401(k) Retirement Savings Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Pond Realty Company Dba Joseph Management's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Retail Trade plans

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 310746641.