401(k) · DOL Form 5500 · 2022

Serg Restaurant Group LLC 401(k) Plan

Data updated 2026-08-25

$591K
Total assets Small plan by assets
132
Participants Small participant base
20th
Percentile by assets National rank
$4,480
Avg per participant Low balance/head
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Official DOL plan name: Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Serg Restaurant Group LLC · South Carolina · Food Services & Accommodation

$591K in assets, 132 participants

Serg Restaurant Group LLC's Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust reported $591K in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,291 in Food Services & Accommodation (4,592 peers)

Coverage in South Carolina

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust covers 132 participants in South Carolina, about 36% of the average South Carolina filer (state average ~369 per filing). Assets: $591K.

#2,291
in Food Services & Accommodation (4,592 peers)
+38.6%
assets growth YoY

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$591,377 20th percentile higher than 20% 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

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust 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. Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (132 participants).

Plan-year Form 5500 strip

Filing strip 264689861 · Serg Restaurant Group LLC PY 2022 · 401(k)

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust · $591K · 132 · 20th

  • EBSA $591K
  • PART 132
  • TYPE 20th
  • NET 401(k)
  • BOOK near John P Arthur Corp 401(k) Plan
  • VS-ST ind #2291

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 Food Services & Accommodation retirement plans → · Plans in South Carolina →

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & TrustSerg Restaurant Group LLC 40…$591KJohn P Arthur Corp 401(k) PlanJohn P Arthur Corp 401(k) Pl…$591KBruno's Little Italy, Inc. 401(k) PlanBruno's Little Italy, Inc. 4…$591KCarlene D. Marcus, D.D.S., P.L.C. 401(k) Rate Group PspCarlene D. Marcus, D.D.S., P…$591KHaggerty Conglomerate, Inc. 401(k) Profit Sharing PlanHaggerty Conglomerate, Inc. …$591K
End-of-year total assets ($M) among Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$427K
Net Assets (End of Year)$591K
Net Income$165K
Employer EIN264689861
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000591377 · Participants: 132Serg Restaurant Group LLC 401(k) Profit Sharing Plan & TrustMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is John P Arthur Corp 401(k) Plan in NC ($591K); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust surged - up 38.6% during 2022, from $427K to $591K. Reported net income was $165K.
Where does Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is John P Arthur Corp 401(k) Plan in NC ($591K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Serg Restaurant Group LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Flywire Retirement Plan in MA (132 participants, $5M 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 264689861.

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.