Back to filter
Original filing (PDF)20250613170318NAL0013729651001
MANAGEMENT & DEVELOPMENT ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
MANAGEMENT & DEVELOPMENT ASSOCIATES, INC. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MANAGEMENT & DEVELOPMENT ASSOCIATES, INC..
Plan sponsor
Name
MANAGEMENT & DEVELOPMENT ASSOCIATES, INC.
EIN
52-1020674
Address
1666 K STREET, NW, SUITE 250 · WASHINGTON, DC · 20006
Phone
(202) 296-7311
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-13
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
VERTICAL BRIDGE MANAGEMENT LLC
VERTICAL BRIDGE MANAGEMENT LLC 401(K) PLAN
$29.2M · 331 participants
RGA, INC.
THE QUADRANGLE COMPANIES' TAX DEFERRED SAVINGS PLAN
$29.1M · 159 participants
KEYSER MARSTON ASSOCIATES, INC.
KEYSER MARSTON ASSOCIATES, INC. PROFIT SHARING & SALARY DEFERRAL PLAN
$29.3M · 28 participants
BLDG MANAGEMENT CO, INC.
BLDG MANAGEMENT CO., INC. 401(K) PLAN
$29.6M · 143 participants
MILLENNIUM PARTNERS MANAGEMENT L
MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN
$29.7M · 123 participants
WEDGEWOOD, LLC
WEDGEWOOD 401(K) PLAN
$29.7M · 307 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants