401(k) · DOL Form 5500 · 2024
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 247
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $224,049
- Avg per participant Above avg balance/head
Official DOL plan name: Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · Sponsored by Manning & Kass, Ellrod, Ramirez, Trester LLP · California · Professional & Technical Services
$55M in assets, 247 participants
Manning & Kass, Ellrod, Ramirez, Trester LLP's Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported $55M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,355 in Professional & Technical Services (20,173 peers)
Coverage in California
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan covers 247 participants in California, about 39% of the average California filer (state average ~630 per filing). Assets: $55M.
- #17,355
- in Professional & Technical Services (20,173 peers)
- +2.3%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's outsized position by total assets
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,340,190 Top 15% higher than 85% 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
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) 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. Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan sits mid-pack in the medium band (247 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan reported participants rose from 243 in the plan year 2023 filing to 247 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 954469763 · Manning & Kass, Ellrod, Ramirez, Trester LLP PY 2024 · 401(k)
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan · $55M · 247 · 85th
- ASSETS $55M
- ASSETS 247
- ASSETS 85th
- ASSETS 401(k)
- ASSETS near Bundy Associates Retirement Plan
- ASSETS ind #17355
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 →
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $1M |
| Employer EIN | 954469763 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Manning & Kass, Ellrod, Ramirez, Trester LLP)
Sponsor-wide plan assets over time
All Manning & Kass, Ellrod, Ramirez, Trester LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 20.04865793588647% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 233 | $46M |
| 2023 | 1 | 243 | $54M |
| 2024 | 1 | 247 | $55M |
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
Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bundy Associates Retirement Plan in OH ($55M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Bundy Associates Retirement Plan (OH) $55M · 519
- Oxford Staff 401(k) Retirement Savings Plan (MA) $55M · 603
- Simplisafe 401(k) Plan (MA) $55M · 1,155
- Allegiance Benefit Plan Management, Inc. 401(k) Plan (MT) $55M · 652
Similar participant headcount
Nearest other-state filings by covered participants (247 participants); asset peers above are excluded.
- Propex 401(k) Savings Plan (TN) 247 · 0 off
- Hiway Credit Union 401(k) Plan and Trust (MN) 247 · 0 off
- Solsbury Hill 401(k) Plan (CO) 247 · 0 off
- Larson Management Inc. 401(k) Profit Sharing Plan (WI) 247 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.