401(k) · DOL Form 5500 · 2022
New Genie Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $266,393
- Avg per participant High balance/head
Official DOL plan name: The Genie Group, Inc. 401(k) Profit Sharing Plan · Sponsored by New Genie Group, Inc. · Tennessee · Wholesale Trade
$2M in assets, 8 participants
New Genie Group, Inc.'s The Genie Group, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,532 in Wholesale Trade (6,843 peers)
New Genie Group, Inc. multi-year trail
New Genie Group, Inc.'s plans moved +45.6% in assets from 2022 to 2024; this filing shows The Genie Group, Inc. 401(k) Profit Sharing Plan at $2M / 8 participants.
- #1,532
- in Wholesale Trade (6,843 peers)
- -12.7%
- assets change YoY
The plan reported a net loss of $311K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Genie Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
The Genie Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,131,147 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Genie Group, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Genie Group, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 621217448 · New Genie Group, Inc. PY 2022 · 401(k)
The Genie Group, Inc. 401(k) Profit Sharing Plan · $2M · 8 · 35th
- 5500 $2M
- ASSETS 8
- PCT 35th
- EIN 401(k)
- RANK near Medical Fitness Solutions LLC 401(k) Savings Plan
- PHOTO ind #1532
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Tennessee →
The Genie Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
New Genie Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All New Genie Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 45.60440926881159% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 9 | $3M |
| 2024 | 1 | 10 | $3M |
New Genie Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$311K |
| Employer EIN | 621217448 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
The Genie Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Medical Fitness Solutions LLC 401(k) Savings Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.