401(k) · DOL Form 5500 · 2024

The Management Trust 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
681
Participants Below avg headcount
65th
Percentile by assets National rank
$22,395
Avg per participant Low balance/head
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Official DOL plan name: The Management Trust Employee 401(k) Savings Plan · Sponsored by The Management Trust · California · Real Estate

$15M in assets, 681 participants

The Management Trust's The Management Trust Employee 401(k) Savings Plan reported $15M in total assets and 681 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,698 in Real Estate (4,605 peers)

The Management Trust multi-year trail

The Management Trust's plans moved +140.2% in assets from 2022 to 2024; this filing shows The Management Trust Employee 401(k) Savings Plan at $15M / 681 participants.

#3,698
in Real Estate (4,605 peers)
+7.4%
assets growth YoY

The Management Trust Employee 401(k) Savings Plan's mid-pack asset rank among Real Estate and all filers

The Management Trust Employee 401(k) Savings Plan vs every filed plan by assets

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

$15,251,240 Top 35% higher than 65% 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

The Management Trust Employee 401(k) 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. The Management Trust Employee 401(k) Savings Plan sits mid-pack in the medium band (681 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Management Trust Employee 401(k) Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Management Trust Employee 401(k) Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • The Management Trust Employee 401(k) Savings Plan reported participants rose from 655 in the plan year 2023 filing to 681 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203911881 · The Management Trust PY 2024 · 401(k)

The Management Trust Employee 401(k) Savings Plan · $15M · 681 · 65th

  • RANK $15M
  • PHOTO 681
  • IND 65th
  • EOY 401(k)
  • 5500 near Newsweb Employee Savings Plan
  • ASSETS ind #3698

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 →

The Management Trust Employee 401(k) Savings Plan in the asset neighbourhood

The Management Trust Employee 401(k) Savings PlanThe Management Trust Employe…$15MNewsweb Employee Savings Plan$15MAli 401(k) Profit Sharing PlanAli 401(k) Profit Sharing Pl…$15MIntelepeer Cloud Communications, LLC 401(k) PlanIntelepeer Cloud Communicati…$15MRose Paving, LLC Employee's 401(k) Profit Sharing PlanRose Paving, LLC Employee's …$15M
End-of-year total assets ($M) among The Management Trust Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Management Trust multi-year asset trail

Sponsor-wide plan assets over time

All The Management Trust plans reported in each filing year

Latest sponsor-wide plan assets
$61M 140.23782866946485% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
Year Plans Participants Total Assets
2022 2 1,123 $26M
2023 2 1,142 $49M
2024 2 1,243 $61M

The Management Trust filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN203911881
Plan Effective Date1995-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Management Trust Employee 401(k) Savings Plan, Total assets ($B): 0.01525124 · Participants: 681The Management Trust Employee 401(k) Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Management Trust Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Management Trust Employee 401(k) Savings Plan side-by-side with 3 peers →

The Management Trust Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Newsweb Employee Savings Plan in IL ($15M); by covered participants it is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA (681 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (681 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 The Management Trust Employee 401(k) Savings Plan assets move in 2024? ▼
The Management Trust Employee 401(k) Savings Plan grew at a solid clip - up 7.4% during 2024, from $14M to $15M. Reported net income was $1M.
How have The Management Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Trust's sponsor-wide assets grew 140.2%, from $26M to $61M.
Which 401(k) plans are similar in size to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newsweb Employee Savings Plan in IL ($15M, 71 participants).
Which 401(k) plans cover a similar participant headcount to The Management Trust Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Frozen Foods Corporation Hourly 401(k) Plan and Trust in WA (681 participants, $10M 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 203911881.

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.