ESOP · DOL Form 5500 · 2024

The Management Association, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
562
Participants
83rd
Percentile by assets
$82,110
Avg per participant
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Official DOL plan name: The Management Association, Inc. ESOP · Sponsored by The Management Association, Inc. · California · Real Estate

$46M in assets, 562 participants

The Management Association, Inc.'s The Management Association, Inc. ESOP reported $46M in total assets and 562 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #4,271 in Real Estate (4,605 peers)

Where The Management Association, Inc. ESOP sits by assets

The Management Association, Inc. ESOP sits in the top quartile of all filed plans by assets, $46M for 562 participants (~$82,110/participant), up 31.2% in 2024.

$46M
total plan assets (2024 EOY)
562
covered participants
83rd
percentile by assets (of 123,622 plans)
$82,110
avg assets per participant

Where The Management Association, Inc. ESOP sits by total assets

The Management Association, Inc. ESOP vs every filed plan by assets

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

$46,145,662 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Management Association, Inc. ESOP reported net income fell from $21M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Management Association, Inc. ESOP end-of-year assets rose from $35M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • The Management Association, Inc. ESOP reported participants rose from 487 in the plan year 2023 filing to 562 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Real Estate

The Management Association, Inc. ESOP vs the 2024 asset distribution

By assets, The Management Association, Inc. ESOP outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$46M
Net Income$11M
Employer EIN203911881
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Management Association, Inc.)

$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
Total plan assets by year, all The Management Association, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,123 $26M
2023 2 1,142 $49M
2024 2 1,243 $61M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Management Association, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Management Assoc…, Total assets ($B): 0.046145662 · Participants: 562The Management Assoc…Parsons Employee Sto…, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, I…Ecc Employee Stock O…, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock O…Agron, Inc. Employee…, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee…
The Management Association, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare The Management Association, Inc. ESOP side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to The Management Association, Inc. ESOP by total assets, not by location.

Frequently Asked Questions

How did The Management Association, Inc. ESOP assets move in 2024? ▼
The Management Association, Inc. ESOP surged - up 31.2% during 2024, from $35M to $46M. Reported net income was $11M.
How have The Management Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Management Association, Inc.'s sponsor-wide assets grew 140.2%, from $26M to $61M.
Where does The Management Association, Inc. ESOP rank by assets among Form 5500 filers? ▼
The Management Association, Inc. ESOP ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to The Management Association, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($46M, 102 participants).

Next read for The Management Association, Inc. ESOP

Scale reading

Ways to act on The Management Association, Inc. ESOP's numbers.

  • By total assets, The Management Association, Inc. ESOP ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • The Management Association, Inc.'s sponsor-wide assets have grown 140.2% since 2022 across 3 plan years on file. More Real Estate plans

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.