Plan Ledger DOL Form 5500 · updated monthly

The Management Association, Inc.ESOP

THE MANAGEMENT ASSOCIATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN · IRVINE, CA · plan year 2024

Employer contribution per participant · 2024
$19,266

The Management Association, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $46,145,662 across 885 participant accounts, with employer contributions averaging $19,266 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.000% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,888th-largest of 9,483 plans among California employers on file, and the 308th of 2,096 in real estate & leasing. active participation has shrunk from 487 to 417 since 2022.

Plan summary
Net assets, end of year$46,145,662
Participants with balances885
Active participants417
Employer contributions$8,033,788
Employee contributions—
Employer contribution per active participant$19,266
Average account balance$52,142
Benefits paid to participants$7,125,394
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.1M · 885 accts · $8.0M emplr
2023$35.2M · 923 accts · $285K emplr
2022$13.8M · 993 accts · $1.5M emplr
Employer contributions to the The Management Association, Inc. plan · 2024
Employer contribution per active participant$19,266
Median for plans this size$2,416
2024$19,266 per active participant
2023$555 per active participant
2022$3,032 per active participant

The Management Association, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$35 · 0.00%
2022$23 · 0.00%
All plans at this employer2
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THE MANAGEMENT ASSOCIATION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 203911881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.