How big is Managed Funds Association's plan?

Managed Funds Association's plan reported $13.8M in assets and 40 participants for 2025.

Original filing (PDF)20260521135555NAL0005167330001

Managed Funds Association

Name: Managed Funds Association — Managed Funds, Form 5500 (2025)
Creator: Managed Funds Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Managed Funds Association 401(k) Retirement Plan

401(k) retirement plan · Managed Funds Association's Managed Funds Association 401(k) Retirement Plan held $13.8M in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Elizabeth Camara signed Managed Funds Association's 2025 Form 5500 as plan administrator.

Elizabeth Camara — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Managed Funds Association's EIN is 77-0277826.

EIN 77-0277826

Plan number 001

Plan year 2025

ACK ID 20260521135555NAL0005167330001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Managed Funds Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Managed Funds Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MANAGED FUNDS ASSOCIATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MANAGED FUNDS ASSOCIATION

EIN

all filings

Address

1301 PENNSYLVANIA AVE NW, SUITE 350 · WASHINGTON, DC · 20004

Phone

(202) 730-2600

Industry

Professional & Technical Services

Plan administrator