401(k) · DOL Form 5500 · 2024

Slavic Mutual Fund Management Corp. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
272
Participants Below avg headcount
70th
Percentile by assets National rank
$72,289
Avg per participant Below avg balance/head
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Official DOL plan name: Slavic Mutual Funds Management Co. 401(k) Plan · Sponsored by Slavic Mutual Fund Management Corp. · Florida · Finance & Insurance

$20M in assets, 272 participants

Slavic Mutual Fund Management Corp.'s Slavic Mutual Funds Management Co. 401(k) Plan reported $20M in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,682 in Finance & Insurance (8,549 peers)

Coverage in Florida

Slavic Mutual Funds Management Co. 401(k) Plan covers 272 participants in Florida, about 43% of the average Florida filer (state average ~628 per filing). Assets: $20M.

#4,682
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY

Slavic Mutual Funds Management Co. 401(k) Plan's outsized position by total assets

Slavic Mutual Funds Management Co. 401(k) Plan vs every filed plan by assets

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

$19,662,696 Top 30% higher than 70% 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

Slavic Mutual Funds Management Co. 401(k) 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. Slavic Mutual Funds Management Co. 401(k) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Slavic Mutual Funds Management Co. 401(k) Plan reported participants rose from 220 in the plan year 2023 filing to 272 in the plan year 2024 filing.
  • Slavic Mutual Funds Management Co. 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Slavic Mutual Funds Management Co. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592749576 · Slavic Mutual Fund Management Corp. PY 2024 · 401(k)

Slavic Mutual Funds Management Co. 401(k) Plan · $20M · 272 · 70th

  • VS-ST $20M
  • VS-ST 272
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near Head USA, Inc. 401(k) Plan
  • VS-ST ind #4682

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 Finance & Insurance retirement plans → · Plans in Florida →

Slavic Mutual Funds Management Co. 401(k) Plan in the asset neighbourhood

S. C. State Federal Credit Union 401(k) Plan and TrustS. C. State Federal Credit U…$20MSlavic Mutual Funds Management Co. 401(k) PlanSlavic Mutual Funds Manageme…$20MHead USA, Inc. 401(k) Plan$20MWri Employees 401(k) Plan$20MIveco Group Retirement Savings PlanIveco Group Retirement Savin…$20M
End-of-year total assets ($M) among Slavic Mutual Funds Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN592749576
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Slavic Mutual Fund Management Corp.)

Sponsor-wide plan assets over time

All Slavic Mutual Fund Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 60.071835208858595% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.3M $19.7M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 174 $12M
2023 1 220 $16M
2024 1 272 $20M

Nearby 401(k) Plans in Florida

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

Slavic Mutual Funds Management Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Slavic Mutual Funds Management Co. 401(k) Plan, Total assets ($B): 0.019662696 · Participants: 272Slavic Mutual Funds Management Co. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Slavic Mutual Funds Management Co. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Slavic Mutual Funds Management Co. 401(k) Plan side-by-side with 3 peers →

Slavic Mutual Funds Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Head USA, Inc. 401(k) Plan in AZ ($20M); by covered participants it is Derry Medical Center 401(k) Plan in NH (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Slavic Mutual Funds Management Co. 401(k) Plan assets move in 2024? ▼
Slavic Mutual Funds Management Co. 401(k) Plan grew sharply - up 20.2% during 2024, from $16M to $20M. Reported net income was $3M.
How have Slavic Mutual Fund Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Slavic Mutual Fund Management Corp.'s sponsor-wide assets grew 60.1%, from $12M to $20M.
Which 401(k) plans are similar in size to Slavic Mutual Funds Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Head USA, Inc. 401(k) Plan in AZ ($20M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Slavic Mutual Funds Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (272 participants, $47M 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 592749576.

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.