401(k)
2022 plan-year 401(k) DOL Form 5500

Senior Resource Group 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Srg Operating, Inc. · California · Real Estate

What the 2023 filing shows

Senior Resource Group 401(k) Retirement Plan holds $28M for 2,691 participants — about $10,508 per participant, down 20.9% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
2,691
covered participants
$10,508
avg assets per participant
-20.9%
assets change YoY

The plan reported a net loss of $7M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$28M
Participants
2,691
State
Industry
Real Estate

What the Filing Says About Senior Resource Group 401(k) Retirement Plan

Senior Resource Group 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Srg Operating, Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 2,691 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 912160583, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2022 to $28M at year-end — a decline of 20.9%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-7,474,849 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-7,474,849
Plan Type401(k)
Employer EIN912160583
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srg Operating, Inc.)

Year Plans Participants Total Assets
2022 1 2,691 $28M
2023 1 1,870 $34M
2024 1 1,999 $40M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Senior Resource Group 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Senior Resource Group 401(k) Retirement Plan holds $28M in total assets with 2,691 participants. It is sponsored by Srg Operating, Inc..
What type of plan is Senior Resource Group 401(k) Retirement Plan?
Senior Resource Group 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 912160583.
Who sponsors the Senior Resource Group 401(k) Retirement Plan?
Senior Resource Group 401(k) Retirement Plan is sponsored by Srg Operating, Inc., located in California. The sponsor's EIN is 912160583 and the plan operates in the Real Estate industry.
How did Senior Resource Group 401(k) Retirement Plan perform in 2022?
Senior Resource Group 401(k) Retirement Plan declined by 20.9% during 2022, moving from $36M to $28M in total assets. Net income was $-7,474,849.
Where can I find official filings for Senior Resource Group 401(k) Retirement Plan?
Official Form 5500 filings for Senior Resource Group 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 912160583 or plan name at efast.dol.gov.
How does Senior Resource Group 401(k) Retirement Plan compare to other plans?
You can compare Senior Resource Group 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 912160583.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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