401(k) · DOL Form 5500 · 2024

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
74
Participants Small participant base
70th
Percentile by assets National rank
$266,755
Avg per participant High balance/head
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Official DOL plan name: Mann Gelon Smith Sroka Lee, LLP 401(k) Plan · Sponsored by Mann Gelon Smith Sroka Lee, LLP · California · Professional & Technical Services

$20M in assets, 74 participants

Mann Gelon Smith Sroka Lee, LLP's Mann Gelon Smith Sroka Lee, LLP 401(k) Plan reported $20M in total assets and 74 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.

  • #13,967 in Professional & Technical Services (20,173 peers)

Mann Gelon Smith Sroka Lee, LLP multi-year trail

Mann Gelon Smith Sroka Lee, LLP's plans moved +34.0% in assets from 2022 to 2024; this filing shows Mann Gelon Smith Sroka Lee, LLP 401(k) Plan at $20M / 74 participants.

#13,967
in Professional & Technical Services (20,173 peers)
+11.7%
assets growth YoY

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan's outsized position by total assets

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan vs every filed plan by assets

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

$19,739,868 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

Mann Gelon Smith Sroka Lee, LLP 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. Mann Gelon Smith Sroka Lee, LLP 401(k) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mann Gelon Smith Sroka Lee, LLP 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mann Gelon Smith Sroka Lee, LLP 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Mann Gelon Smith Sroka Lee, LLP 401(k) Plan reported participants rose from 67 in the plan year 2023 filing to 74 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811227223 · Mann Gelon Smith Sroka Lee, LLP PY 2024 · 401(k)

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan · $20M · 74 · 70th

  • EIN $20M
  • EIN 74
  • EIN 70th
  • EIN 401(k)
  • EIN near Group 360, Inc. Savings Plan and Trust
  • EIN ind #13967

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 Professional & Technical Services retirement plans → · Plans in California →

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan in the asset neighbourhood

Mann Gelon Smith Sroka Lee, LLP 401(k) PlanMann Gelon Smith Sroka Lee, …$20MGroup 360, Inc. Savings Plan and TrustGroup 360, Inc. Savings Plan…$20MPerfecto Industries, Inc. Profit Sharing PlanPerfecto Industries, Inc. Pr…$20MDrummond Scientific Company Profit Sharing PlanDrummond Scientific Company …$20MCentral Electric Power Association 401(k) PlanCentral Electric Power Assoc…$20M
End-of-year total assets ($M) among Mann Gelon Smith Sroka Lee, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mann Gelon Smith Sroka Lee, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Mann Gelon Smith Sroka Lee, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.0364750045426% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.7M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 61 $15M
2023 1 67 $18M
2024 1 74 $20M

Mann Gelon Smith Sroka Lee, LLP filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN811227223
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mann Gelon Smith Sroka Lee, LLP 401(k) Plan, Total assets ($B): 0.019739868 · Participants: 74Mann Gelon Smith Sroka Lee, LLP 401(k) 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
Mann Gelon Smith Sroka Lee, LLP 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mann Gelon Smith Sroka Lee, LLP 401(k) Plan side-by-side with 3 peers →

Mann Gelon Smith Sroka Lee, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Group 360, Inc. Savings Plan and Trust in MO ($20M); by covered participants it is Lifedesigns, Inc. Retirement Plan in IN (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Mann Gelon Smith Sroka Lee, LLP 401(k) Plan assets move in 2024? ▼
Mann Gelon Smith Sroka Lee, LLP 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $18M to $20M. Reported net income was $2M.
How have Mann Gelon Smith Sroka Lee, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mann Gelon Smith Sroka Lee, LLP's sponsor-wide assets grew 34.0%, from $15M to $20M.
Which 401(k) plans are similar in size to Mann Gelon Smith Sroka Lee, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group 360, Inc. Savings Plan and Trust in MO ($20M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Mann Gelon Smith Sroka Lee, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifedesigns, Inc. Retirement Plan in IN (74 participants, N/A 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 811227223.

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.