Profit Sharing · DOL Form 5500 · 2023
Management Resources, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 159
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $16,389
- Avg per participant Low balance/head
Official DOL plan name: The Mru Invest in Your Future Plan · Sponsored by Management Resources, Inc. · Florida · Educational Services
$3M in assets, 159 participants
Management Resources, Inc.'s The Mru Invest in Your Future Plan reported $3M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #823 in Educational Services (3,735 peers)
Coverage in Florida
The Mru Invest in Your Future Plan covers 159 participants in Florida, about 25% of the average Florida filer (state average ~628 per filing). Assets: $3M.
- #823
- in Educational Services (3,735 peers)
- +27.7%
- assets growth YoY
The Mru Invest in Your Future Plan's mid-pack asset rank among Educational Services and all filers
The Mru Invest in Your Future Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,605,928 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Mru Invest in Your Future Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mru Invest in Your Future Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Mru Invest in Your Future Plan reported net income rose from -$36K in the plan year 2022 filing to $566K in the plan year 2023 filing.
- The Mru Invest in Your Future Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Mru Invest in Your Future Plan reported participants rose from 141 in the plan year 2022 filing to 159 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 650633679 · Management Resources, Inc. PY 2023 · Profit Sharing
The Mru Invest in Your Future Plan · $3M · 159 · 34th
- PCT $3M
- EIN 159
- RANK 34th
- PHOTO Profit Sharing
- IND near Pueblo Inc. Retirement Plan
- EOY ind #823
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 Florida →
The Mru Invest in Your Future Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $566K |
| Employer EIN | 650633679 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Management Resources, Inc.)
Sponsor-wide plan assets over time
All Management Resources, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 29.40642523473275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $2M |
| 2023 | 1 | 159 | $3M |
| 2024 | 1 | 155 | $3M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
The Mru Invest in Your Future Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Pueblo Inc. Retirement Plan in PR ($3M); by covered participants it is South Lyon Medical Center Tax Deferred Annuity Plan in NV (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.