Department of Labor filing

PACIFIC MANAGEMENT, INC.

REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

19filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$840

Reported employer contributions per active participant.

Higher than about 25% of comparable plans

#People in the filing

189

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$408 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 6% of comparable plans

↗Investment performance

Not available

Plan assets changed 2.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202419out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions25th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense6th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PACIFIC MANAGEMENT, INC. reported $158,798 in employer contributions across the plan and 189 active participants. That works out to $840 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 8.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 7.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context19/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $158,798
Participant contributions: $524,527
Other contributions: Not reported
Employer share of reported contributions: 23.2%
Beginning assets: $17,435,588
Ending assets: $17,888,085
Ending net assets: $17,888,085
Ending liabilities: $0
Total income: $2,817,195
Total expenses: $2,364,698
Administrative expenses: $85,728
Participant loans: $90,408

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$914

2023

$939

2024

$840

Plan-paid administrative expenses per participant

2022

$380

2023

$365

2024

$408

Active participants

2022

179

2023

177

2024

189

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$840	189	17.9M	20251010112309NAL0018374098001
2023	$939	177	17.4M	20240816151702NAL0024852224001
2022	$914	179	15.4M	20231205144434NAL0016895617001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 363660859-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1994
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CPI QUALIFIED PLAN CONSULTANTS, INC	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251010112309NAL0018374098001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗