401(k) · DOL Form 5500 · 2024

Pond Realty Company Dba Joseph Management 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
906
Participants Near avg headcount
84th
Percentile by assets National rank
$52,719
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,306
in Retail Trade (8,048 peers)
+12.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Joseph Management Group 401(k) Retirement Savings Plan and Trust's outsized position 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

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

Joseph Management Group 401(k) Retirement Savings Plan and Trust 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. Joseph Management Group 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (906 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Plan-year Form 5500 strip

Filing strip 310746641 · Pond Realty Company Dba Joseph Management PY 2024 · 401(k)

Joseph Management Group 401(k) Retirement Savings Plan and Trust · $48M · 906 · 84th

  • SCH $48M
  • EBSA 906
  • PART 84th
  • TYPE 401(k)
  • NET near Medical Association of Georgia Multiple Employer 401(k) Profit Sharing Plan
  • BOOK ind #7306

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 Retail Trade retirement plans → · Plans in Ohio →

Joseph Management Group 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

Lionakis 401(k) Plan$48MH. Betti Industries 401(k) Savings PlanH. Betti Industries 401(k) S…$48MJoseph Management Group 401(k) Retirement Savings Plan and TrustJoseph Management Group 401(…$48MMedical Association of Georgia Multiple Employer 401(k) Profit Sharing PlanMedical Association of Georg…$48MInterface Rehab, Inc. 401(k) Retirement Savings PlanInterface Rehab, Inc. 401(k)…$48M
End-of-year total assets ($M) among Joseph Management Group 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN310746641
Plan Effective Date1995-01-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pond Realty Company Dba Joseph Management)

Sponsor-wide plan assets over time

All Pond Realty Company Dba Joseph Management plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.35444772122811% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.2M $47.8M ▲ +28.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Joseph Management Group 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.047763646 · Participants: 906Joseph Management Group 401(k) Retirement Savings Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Joseph Management Group 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Joseph Management Group 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

Joseph Management Group 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Medical Association of Georgia Multiple Employer 401(k) Profit Sharing Plan in GA ($48M); by covered participants it is Nicolet National Bank 401(k) Plan in WI (906 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (906 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 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).
Which 401(k) plans cover a similar participant headcount to Joseph Management Group 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicolet National Bank 401(k) Plan in WI (906 participants, $124M 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 310746641.

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.