401(k) · DOL Form 5500 · 2022
Senator Investment Group LP 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $275,574
- Avg per participant High balance/head
Official DOL plan name: Senator Investment Group LP Profit Sharing 401(k) Plan · Sponsored by Senator Investment Group LP · New York · Finance & Insurance
$8M in assets, 29 participants
Senator Investment Group LP's Senator Investment Group LP Profit Sharing 401(k) Plan reported $8M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #4,029 in Finance & Insurance (9,261 peers)
2022 asset change
Senator Investment Group LP Profit Sharing 401(k) Plan pulled back noticeably 11.2% in 2022 ($9M → $8M) for 29 participants.
- #4,029
- in Finance & Insurance (9,261 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Senator Investment Group LP Profit Sharing 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Senator Investment Group LP Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,991,645 Top 40% higher than 60% 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
Senator Investment Group LP Profit Sharing 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senator Investment Group LP Profit Sharing 401(k) Plan is a small filing (29 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 262124641 · Senator Investment Group LP PY 2022 · 401(k)
Senator Investment Group LP Profit Sharing 401(k) Plan · $8M · 29 · 60th
- PART $8M
- TYPE 29
- NET 60th
- BOOK 401(k)
- VS-ST near Zt Motors 401(k) Plan
- BOY ind #4029
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 Finance & Insurance retirement plans → · Plans in New York →
Senator Investment Group LP Profit Sharing 401(k) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 262124641 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Senator Investment Group LP Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Zt Motors 401(k) Plan in FL ($8M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Zt Motors 401(k) Plan (FL) $8M · 296
- Schell Games, LLC 401(k) Profit Sharing Plan & Trust (PA) $8M · 127
- Ovmc 401(k) Plan (OH) $8M · 300
- Public Stratagies Retirement Security Partnership Plan (OK) $8M · 200
Similar participant headcount
Nearest other-state filings by covered participants (29 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.