ESOP · DOL Form 5500 · 2024

The Management Association, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
562
Participants Below avg headcount
83rd
Percentile by assets National rank
$82,110
Avg per participant Below avg balance/head
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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.

  • #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.

#4,271
in Real Estate (4,605 peers)
+31.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Management Association, Inc. ESOP's outsized position 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 $2,050,000,000 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

The Management Association, Inc. ESOP 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. The Management Association, Inc. ESOP sits mid-pack in the medium band (562 participants).

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 →

Form 5500 schedule snapshot

Filing strip 203911881 · The Management Association, Inc. PY 2024 · ESOP

The Management Association, Inc. ESOP · $46M · 562 · 83rd

  • SCH $46M
  • SCH 562
  • SCH 83rd
  • SCH ESOP
  • SCH near Career Strategies, Inc. Employee Stock Ownership Plan
  • SCH ind #4271

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 What is an ESOP? → · Plans in California →

The Management Association, Inc. ESOP in the asset neighbourhood

I.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustI.E. Holding Company, Inc. E…$46MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$46MThe Management Association, Inc. ESOPThe Management Association, …$46MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$46MRoss Industries, Inc. Employee Stock Ownership Plan & TrustRoss Industries, Inc. Employ…$46M
End-of-year total assets ($M) among The Management Association, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All The Management Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 140.23782866946485% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $25.6M $61.4M ▲ +140.2%
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 ($B) Participants The Management Association, Inc. ESOP, Total assets ($B): 0.046145662 · Participants: 562The Management Association, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
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 →

The Management Association, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($46M); by covered participants it is Peopletec, Inc. Employee Stock Ownership Plan in AL (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 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 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).
Which ESOP plans cover a similar participant headcount to The Management Association, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Peopletec, Inc. Employee Stock Ownership Plan in AL (562 participants, $118M 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 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.