401(k) · DOL Form 5500 · 2022

The Raymond Group 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
128
Participants Small participant base
86th
Percentile by assets National rank
$298,549
Avg per participant High balance/head
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Official DOL plan name: The Raymond Group 401(k) Retirement Savings Plan · Sponsored by The Raymond Group · California · Construction

$38M in assets, 128 participants

The Raymond Group's The Raymond Group 401(k) Retirement Savings Plan reported $38M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #8,342 in Construction (9,927 peers)

Coverage in California

The Raymond Group 401(k) Retirement Savings Plan covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $38M.

#8,342
in Construction (9,927 peers)
-13.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Raymond Group 401(k) Retirement Savings Plan's outsized position by total assets

The Raymond Group 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,214,246 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Raymond Group 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Raymond Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (128 participants).

DOL schedule card

Filing strip 330782809 · The Raymond Group PY 2022 · 401(k)

The Raymond Group 401(k) Retirement Savings Plan · $38M · 128 · 86th

  • BOOK $38M
  • VS-ST 128
  • BOY 86th
  • SCH 401(k)
  • EBSA near Prosperity Service Group, LLC 401(k) Plan
  • PART ind #8342

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 Construction retirement plans → · Plans in California →

The Raymond Group 401(k) Retirement Savings Plan in the asset neighbourhood

Prosperity Service Group, LLC 401(k) PlanProsperity Service Group, LL…$38MMotus Integrated Technologies 401(k) PlanMotus Integrated Technologie…$38MThe Raymond Group 401(k) Retirement Savings PlanThe Raymond Group 401(k) Ret…$38MDarling Consulting Group 401(k) Profit Sharing PlanDarling Consulting Group 401…$38MUnited Stars, Inc. 401(k) PlanUnited Stars, Inc. 401(k) Pl…$38M
End-of-year total assets ($M) among The Raymond Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN330782809
Plan Effective Date1989-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (The Raymond Group)

Sponsor-wide plan assets over time

All The Raymond Group plans reported in each filing year

Latest sponsor-wide plan assets
$45M 17.068061476340525% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $38.2M $44.7M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 141 $44M
2024 1 114 $45M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Raymond Group 401(k) Retirement Savings Plan, Total assets ($B): 0.038214246 · Participants: 128The Raymond Group 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Raymond Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Raymond Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prosperity Service Group, LLC 401(k) Plan in VA ($38M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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.

Frequently Asked Questions

How did The Raymond Group 401(k) Retirement Savings Plan assets move in 2022? ▼
The Raymond Group 401(k) Retirement Savings Plan pulled back noticeably - down 13.3% during 2022, from $44M to $38M. Reported net income was -$6M.
How have The Raymond Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Raymond Group's sponsor-wide assets grew 17.1%, from $38M to $45M.
Where does The Raymond Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Raymond Group 401(k) Retirement Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prosperity Service Group, LLC 401(k) Plan in VA ($38M, 197 participants).
Which 401(k) plans cover a similar participant headcount to The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330782809.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.