Plan5500

The Management Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Management Association (EIN 20-3911881) is a plan sponsor located in Irvine, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3911881
Location
Irvine, CA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Management Association

  • 3 loaded plans hold $49.4M in reported assets.
  • The largest, The Management Association, Inc. Esop, holds 71% of this company's reported plan assets.
  • Plans cover 2,445 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$49.4MSummed across loaded plans$49,381,671
Total reported assets$49.4M$49,381,671
Total reported participants2.4K2,445
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$49.4M total assets
Net assets$49.4MLiabilities$0
Contributions & income
Employer contributions$285.4K
Participant contributions$2.2M
Total income / additions$28.2M
Expenses & distributions
Benefits paid / distributions$4M
Total expenses$4.1M
Net increase / (decrease)$24.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets71%The Management Association, Inc. Esop
Participants per plan815Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Management Association, Inc. Esop$35.2M
    Plan #002 · 1,039 participants · 2023
  2. 2
    The Management Trust Employee 401(K) Savings Plan$14.2M
    Plan #001 · 794 participants · 2023
  3. 3
    The Management Association Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 612 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Management Association. Open one for its full reported snapshot.

  1. 2023
    The Management Association Welfare Benefits Plan612 participants · 2No schedules
    View filing →
  2. 2023
    The Management Association, Inc. Esop1,039 participants · 2Sch H
    View filing →
  3. 2023
    The Management Trust Employee 401(K) Savings Plan794 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Management Association report on Form 5500?
The Management Association (EIN 20-3911881) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Management Association?
The Employer Identification Number (EIN) reported for The Management Association is 20-3911881.
What is the latest Form 5500 filing year for The Management Association?
The latest loaded Form 5500 filing year for The Management Association is 2023.

Related Form 5500 pages