401(k) · DOL Form 5500 · 2024

Maximus Real Estate Partners Ltd 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 68
Participants Small participant base: 40th
Percentile by assets National rank: $64,365
Avg per participant Low balance/head

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Official DOL plan name: Maximus 401(k) Plan · Sponsored by Maximus Real Estate Partners Ltd · California · Real Estate

$4M in assets, 68 participants

Maximus Real Estate Partners Ltd's Maximus 401(k) Plan reported $4M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

#2,736 in Real Estate (4,605 peers)

2024 asset change

Maximus 401(k) Plan pulled back noticeably 9.8% in 2024 ($5M → $4M) for 68 participants.

#2,736
in Real Estate (4,605 peers): -9.8%
assets change YoY

The plan reported a net loss of $477K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Maximus 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Maximus 401(k) Plan vs every filed plan by assets

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

$4,376,830 40th percentile higher than 40% 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

Maximus 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maximus 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Maximus 401(k) Plan reported net income fell from $445K in the plan year 2023 filing to -$477K in the plan year 2024 filing.
Maximus 401(k) Plan reported participants fell from 80 in the plan year 2023 filing to 68 in the plan year 2024 filing.
Maximus 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 463150698 · Maximus Real Estate Partners Ltd PY 2024 · 401(k)

Maximus 401(k) Plan · $4M · 68 · 40th

IND $4M
EOY 68
5500 40th
ASSETS 401(k)
PCT near Cbo Acquisition, Inc. Retirement Plan
EIN ind #2736

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 →

End-of-year total assets ($M) among Maximus 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maximus Real Estate Partners Ltd years around the 2024 move

Latest sponsor-wide plan assets: $4M 9.823222338996677% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	80	$5M
2024	1	68	$4M

2024 asset-move particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$4M
Net Income	-$477K
Employer EIN	463150698
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Maximus 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Maximus 401(k) Plan side-by-side with 3 peers →

Maximus 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cbo Acquisition, Inc. Retirement Plan in OH ($4M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Cbo Acquisition, Inc. Retirement Plan (OH) $4M · 35
Lytkowski and Co 401(k) Plan and Trust (OH) $4M · 9
Monashee Investment Management, LLC 401(k) Plan (MA) $4M · 16
Salon Services Pro Inc 401(k) Plan (WA) $4M · 202

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

Cleverbridge, Inc. 401(k) Plan (IL) 68 · 0 off
E-Technology LLC 401(k) Profit Sharing Plan & Trust (TX) 68 · 0 off
Arland Tool & Manufacturing Inc. 401(k) Plan (MA) 68 · 0 off
Mpc 401(k) Plan (TX) 68 · 0 off

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 Maximus 401(k) Plan assets move in 2024? ▼

Maximus 401(k) Plan pulled back noticeably - down 9.8% during 2024, from $5M to $4M. Reported net income was -$477K.

How have Maximus Real Estate Partners Ltd plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Maximus Real Estate Partners Ltd's sponsor-wide assets declined 9.8%, from $5M to $4M.

Which 401(k) plans are similar in size to Maximus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cbo Acquisition, Inc. Retirement Plan in OH ($4M, 35 participants).

Which 401(k) plans cover a similar participant headcount to Maximus 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M 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 463150698.