MANAGED FUNDS ASSOCIATION
Plan context: MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN
EIN 77-0277826 • Washington, DC • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
66
2024 Assets
$14,846,103
2024 Contributions
$935,372
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 66 | $14,846,103 | $935,372 | $14,172iApproximate average salary by contribution assumption: employee only about $354,308 at 4% or $236,205 at 6%; with 50% employer match about $236,205 at 4% or $157,470 at 6%; with 100% employer match about $177,154 at 4% or $118,103 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 66 | $14,846,103 | $935,372 | $14,172iApproximate average salary by contribution assumption: employee only about $354,308 at 4% or $236,205 at 6%; with 50% employer match about $236,205 at 4% or $157,470 at 6%; with 100% employer match about $177,154 at 4% or $118,103 at 6%. |
| 2023 | 1 | 63 | $12,613,472 | $896,245 | $14,226iApproximate average salary by contribution assumption: employee only about $355,653 at 4% or $237,102 at 6%; with 50% employer match about $237,102 at 4% or $158,068 at 6%; with 100% employer match about $177,826 at 4% or $118,551 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 63 | $12,613,472 | $896,245 | $14,226iApproximate average salary by contribution assumption: employee only about $355,653 at 4% or $237,102 at 6%; with 50% employer match about $237,102 at 4% or $158,068 at 6%; with 100% employer match about $177,826 at 4% or $118,551 at 6%. |
| 2022 | 1 | 63 | $13,225,783 | $835,630 | $13,264iApproximate average salary by contribution assumption: employee only about $331,599 at 4% or $221,066 at 6%; with 50% employer match about $221,066 at 4% or $147,377 at 6%; with 100% employer match about $165,800 at 4% or $110,533 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 63 | $13,225,783 | $835,630 | $13,264iApproximate average salary by contribution assumption: employee only about $331,599 at 4% or $221,066 at 6%; with 50% employer match about $221,066 at 4% or $147,377 at 6%; with 100% employer match about $165,800 at 4% or $110,533 at 6%. |
| 2021 | 1 | 55 | $16,562,363 | $667,251 | $12,132iApproximate average salary by contribution assumption: employee only about $303,296 at 4% or $202,197 at 6%; with 50% employer match about $202,197 at 4% or $134,798 at 6%; with 100% employer match about $151,648 at 4% or $101,099 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 55 | $16,562,363 | $667,251 | $12,132iApproximate average salary by contribution assumption: employee only about $303,296 at 4% or $202,197 at 6%; with 50% employer match about $202,197 at 4% or $134,798 at 6%; with 100% employer match about $151,648 at 4% or $101,099 at 6%. |
| 2020 | 1 | 49 | $14,372,628 | $748,659 | $15,279iApproximate average salary by contribution assumption: employee only about $381,969 at 4% or $254,646 at 6%; with 50% employer match about $254,646 at 4% or $169,764 at 6%; with 100% employer match about $190,984 at 4% or $127,323 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 49 | $14,372,628 | $748,659 | $15,279iApproximate average salary by contribution assumption: employee only about $381,969 at 4% or $254,646 at 6%; with 50% employer match about $254,646 at 4% or $169,764 at 6%; with 100% employer match about $190,984 at 4% or $127,323 at 6%. |
| 2019 | 1 | 51 | $15,805,946 | $710,406 | $13,930iApproximate average salary by contribution assumption: employee only about $348,238 at 4% or $232,159 at 6%; with 50% employer match about $232,159 at 4% or $154,773 at 6%; with 100% employer match about $174,119 at 4% or $116,079 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 51 | $15,805,946 | $710,406 | $13,930iApproximate average salary by contribution assumption: employee only about $348,238 at 4% or $232,159 at 6%; with 50% employer match about $232,159 at 4% or $154,773 at 6%; with 100% employer match about $174,119 at 4% or $116,079 at 6%. |
| 2018 | 1 | 47 | $12,101,444 | $642,505 | $13,670iApproximate average salary by contribution assumption: employee only about $341,758 at 4% or $227,839 at 6%; with 50% employer match about $227,839 at 4% or $151,892 at 6%; with 100% employer match about $170,879 at 4% or $113,919 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 47 | $12,101,444 | $642,505 | $13,670iApproximate average salary by contribution assumption: employee only about $341,758 at 4% or $227,839 at 6%; with 50% employer match about $227,839 at 4% or $151,892 at 6%; with 100% employer match about $170,879 at 4% or $113,919 at 6%. |
| 2017 | 1 | 48 | $12,531,092 | $673,246 | $14,026iApproximate average salary by contribution assumption: employee only about $350,649 at 4% or $233,766 at 6%; with 50% employer match about $233,766 at 4% or $155,844 at 6%; with 100% employer match about $175,324 at 4% or $116,883 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 48 | $12,531,092 | $673,246 | $14,026iApproximate average salary by contribution assumption: employee only about $350,649 at 4% or $233,766 at 6%; with 50% employer match about $233,766 at 4% or $155,844 at 6%; with 100% employer match about $175,324 at 4% or $116,883 at 6%. |
| 2016 | 1 | 45 | $9,999,697 | $1,036,082 | $23,024iApproximate average salary by contribution assumption: employee only about $575,601 at 4% or $383,734 at 6%; with 50% employer match about $383,734 at 4% or $255,823 at 6%; with 100% employer match about $287,801 at 4% or $191,867 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 45 | $9,999,697 | $1,036,082 | $23,024iApproximate average salary by contribution assumption: employee only about $575,601 at 4% or $383,734 at 6%; with 50% employer match about $383,734 at 4% or $255,823 at 6%; with 100% employer match about $287,801 at 4% or $191,867 at 6%. |
| 2015 | 1 | 42 | $8,258,597 | $987,063 | $23,502iApproximate average salary by contribution assumption: employee only about $587,538 at 4% or $391,692 at 6%; with 50% employer match about $391,692 at 4% or $261,128 at 6%; with 100% employer match about $293,769 at 4% or $195,846 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 42 | $8,258,597 | $987,063 | $23,502iApproximate average salary by contribution assumption: employee only about $587,538 at 4% or $391,692 at 6%; with 50% employer match about $391,692 at 4% or $261,128 at 6%; with 100% employer match about $293,769 at 4% or $195,846 at 6%. |
| 2014 | 2 | 37 | $9,797,767 | $3,226,471 | $87,202iApproximate average salary by contribution assumption: employee only about $2,180,048 at 4% or $1,453,365 at 6%; with 50% employer match about $1,453,365 at 4% or $968,910 at 6%; with 100% employer match about $1,090,024 at 4% or $726,683 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 37 | $7,387,019 | $943,930 | $25,512iApproximate average salary by contribution assumption: employee only about $637,791 at 4% or $425,194 at 6%; with 50% employer match about $425,194 at 4% or $283,462 at 6%; with 100% employer match about $318,895 at 4% or $212,597 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) PROFIT SHARING PLAN | - | 31 | $2,410,748 | $2,282,541 | $73,630iApproximate average salary by contribution assumption: employee only about $1,840,759 at 4% or $1,227,173 at 6%; with 50% employer match about $1,227,173 at 4% or $818,115 at 6%; with 100% employer match about $920,379 at 4% or $613,586 at 6%. |
| 2013 | 1 | 35 | $6,104,029 | $859,377 | $24,554iApproximate average salary by contribution assumption: employee only about $613,841 at 4% or $409,227 at 6%; with 50% employer match about $409,227 at 4% or $272,818 at 6%; with 100% employer match about $306,920 at 4% or $204,614 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 35 | $6,104,029 | $859,377 | $24,554iApproximate average salary by contribution assumption: employee only about $613,841 at 4% or $409,227 at 6%; with 50% employer match about $409,227 at 4% or $272,818 at 6%; with 100% employer match about $306,920 at 4% or $204,614 at 6%. |
| 2012 | 1 | 33 | $4,599,753 | $1,041,445 | $31,559iApproximate average salary by contribution assumption: employee only about $788,973 at 4% or $525,982 at 6%; with 50% employer match about $525,982 at 4% or $350,655 at 6%; with 100% employer match about $394,487 at 4% or $262,991 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 33 | $4,599,753 | $1,041,445 | $31,559iApproximate average salary by contribution assumption: employee only about $788,973 at 4% or $525,982 at 6%; with 50% employer match about $525,982 at 4% or $350,655 at 6%; with 100% employer match about $394,487 at 4% or $262,991 at 6%. |
| 2011 | 2 | 33 | $6,108,880 | $1,690,385 | $51,224iApproximate average salary by contribution assumption: employee only about $1,280,595 at 4% or $853,730 at 6%; with 50% employer match about $853,730 at 4% or $569,153 at 6%; with 100% employer match about $640,297 at 4% or $426,865 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) RETIREMENT PLAN | - | 33 | $3,180,305 | $861,642 | $26,110iApproximate average salary by contribution assumption: employee only about $652,759 at 4% or $435,173 at 6%; with 50% employer match about $435,173 at 4% or $290,115 at 6%; with 100% employer match about $326,380 at 4% or $217,586 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) PROFIT SHARING PLAN | - | 33 | $2,928,575 | $828,743 | $25,113iApproximate average salary by contribution assumption: employee only about $627,836 at 4% or $418,557 at 6%; with 50% employer match about $418,557 at 4% or $279,038 at 6%; with 100% employer match about $313,918 at 4% or $209,279 at 6%. |
| 2010 | 1 | 31 | $2,191,917 | $2,063,710 | $66,571iApproximate average salary by contribution assumption: employee only about $1,664,282 at 4% or $1,109,522 at 6%; with 50% employer match about $1,109,522 at 4% or $739,681 at 6%; with 100% employer match about $832,141 at 4% or $554,761 at 6%. |
| MANAGED FUNDS ASSOCIATION 401(K) PROFIT SHARING PLAN | - | 31 | $2,191,917 | $2,063,710 | $66,571iApproximate average salary by contribution assumption: employee only about $1,664,282 at 4% or $1,109,522 at 6%; with 50% employer match about $1,109,522 at 4% or $739,681 at 6%; with 100% employer match about $832,141 at 4% or $554,761 at 6%. |