Retirement plan

MATTHEW ADAM PROPERTIES 401(K) PLAN

Name: MATTHEW ADAM PROPERTIES - MATTHEW ADAM PROPERTIES 401(K) PLAN (2025) Form 5500
Creator: MATTHEW ADAM PROPERTIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MATTHEW ADAM PROPERTIES 401(K) PLAN, MATTHEW ADAM PROPERTIES

MATTHEW ADAM PROPERTIESEIN 13-4032967Plan #001PY 2025

375 PEARL STREET, 14TH FLOOR - NEW YORK, NY 10038212-699-8900matthewadam.comLinkedIn51-200 employeesreal estate

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$1.6M

+14.8% from 2024

Total participants

0.0% from 2024

Average account balance

$177,472

+14.8% from 2024

Annual return

13.09%

+3.36 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$177K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$45

$3 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.003%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$177,472

$180,749-1.8%

$160,784+10.4%

$137,256+29.3%

Participation rate

44.4%

80.0%-35.5pp

77.0%-32.5pp

80.0%-35.5pp

Annual return

13.09%

2234.46%-2221.4pp

1803.92%-1790.8pp

220.34%-207.2pp

Employer contribution / active EE

$4,155-100.0%

$3,733-100.0%

$4,156-100.0%

Participant deferral / active EE

$1,283

$6,844-81.2%

$6,293-79.6%

$6,407-80.0%

Admin fee / account holder

$10,397-100.0%

$9,717-99.9%

$12,270-100.0%

MATTHEW ADAM PROPERTIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MATTHEW ADAM PROPERTIES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion