401(k) · DOL Form 5500 · 2024
Middle Tree Incorporated 401(k) Plan
Data updated 2026-08-25
- $126K
- Total assets Small plan by assets
- 317
- Participants Below avg headcount
- 7th
- Percentile by assets National rank
- $399
- Avg per participant Low balance/head
Official DOL plan name: Middle Tree Incorporated 403(b) Plan · Sponsored by Middle Tree Incorporated · California · Educational Services
$126K in assets, 317 participants
Middle Tree Incorporated's Middle Tree Incorporated 403(b) Plan reported $126K in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.
- #213 in Educational Services (3,638 peers)
Middle Tree Incorporated multi-year trail
Middle Tree Incorporated's plans moved +84.0% in assets from 2023 to 2024; this filing shows Middle Tree Incorporated 403(b) Plan at $126K / 317 participants.
- #213
- in Educational Services (3,638 peers)
- +89.7%
- assets growth YoY
Middle Tree Incorporated 403(b) Plan among the smaller filed plans by assets
Middle Tree Incorporated 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$126,470 7th percentile higher than 7% 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
Middle Tree Incorporated 403(b) 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. Middle Tree Incorporated 403(b) Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middle Tree Incorporated 403(b) Plan reported participants rose from 168 in the plan year 2023 filing to 317 in the plan year 2024 filing.
- Middle Tree Incorporated 403(b) Plan end-of-year assets rose from $69K in the plan year 2023 filing to $126K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 473525937 · Middle Tree Incorporated PY 2024 · 401(k)
Middle Tree Incorporated 403(b) Plan · $126K · 317 · 7th
- NET $126K
- BOOK 317
- VS-ST 7th
- BOY 401(k)
- SCH near Threecent Corp. 401(k) Plan
- EBSA ind #213
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 Educational Services retirement plans → · Plans in California →
Middle Tree Incorporated 403(b) Plan in the asset neighbourhood
Middle Tree Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Middle Tree Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $126K 84.00721653984374% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 168 | $69K |
| 2024 | 1 | 317 | $126K |
Middle Tree Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $67K |
|---|---|
| Net Assets (End of Year) | $126K |
| Net Income | $60K |
| Employer EIN | 473525937 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Middle Tree Incorporated 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Threecent Corp. 401(k) Plan in CO ($126K); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($126K here).
- Threecent Corp. 401(k) Plan (CO) $126K · N/A
- Mml Corp 401(k) Plan (KS) $126K · 6
- Soul Quest Corporation 401(k) Plan (NY) $126K · N/A
- Ms Math Inc. 401(k) Plan (TX) $127K · 2
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Ace Industries, Inc. 401(k) Profit Sharing Plan (GA) 317 · 0 off
- Channeladvisor Corporation 401(k) Profit Sharing Plan (NC) 317 · 0 off
- Mouser Cabinetry LLC (KY) 317 · 0 off
- Karuna Therapeutics 401(k) Plan (MA) 317 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.