401(k) · DOL Form 5500 · 2022

Rmg Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
774
Participants Near avg headcount
77th
Percentile by assets National rank
$25,719
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Reserve Management Group 401(k) Plan · Sponsored by Rmg Investment Group, LLC · Ohio · Wholesale Trade

$20M in assets, 774 participants

Rmg Investment Group, LLC's Reserve Management Group 401(k) Plan reported $20M in total assets and 774 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,107 in Wholesale Trade (6,843 peers)

Where Reserve Management Group 401(k) Plan sits by assets

Reserve Management Group 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 774 participants (~$25,719/participant), down 9.6% in 2022.

#5,107
in Wholesale Trade (6,843 peers)
-9.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reserve Management Group 401(k) Plan's outsized position by total assets

Reserve Management Group 401(k) Plan vs every filed plan by assets

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

$19,906,615 Top 23% higher than 77% 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

Reserve Management Group 401(k) 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. Reserve Management Group 401(k) Plan sits mid-pack in the medium band (774 participants).

Published 5500 schedule card

Filing strip 452588798 · Rmg Investment Group, LLC PY 2022 · 401(k)

Reserve Management Group 401(k) Plan · $20M · 774 · 77th

  • IND $20M
  • EOY 774
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Continental Currency Services, Inc. 401(k) Retirement Plan
  • EIN ind #5107

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 Ohio →

Reserve Management Group 401(k) Plan in the asset neighbourhood

Reserve Management Group 401(k) PlanReserve Management Group 401…$20MContinental Currency Services, Inc. 401(k) Retirement PlanContinental Currency Service…$20MEbenezer Society 401(k) Profit-Sharing PlanEbenezer Society 401(k) Prof…$20MIntellisense Systems, Inc. 401(k) PlanIntellisense Systems, Inc. 4…$20MIhc Construction Companies, LLC Profit Sharing & Savings PlanIhc Construction Companies, …$20M
End-of-year total assets ($M) among Reserve Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN452588798
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rmg Investment Group, LLC)

Sponsor-wide plan assets over time

All Rmg Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.251307165984773% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.9M $22.9M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 774 $20M
2023 1 727 $24M
2024 1 728 $23M

Nearby 401(k) Plans in Ohio

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

Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Reserve Management Group 401(k) Plan, Total assets ($B): 0.019906615 · Participants: 774Reserve Management Group 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Reserve Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Continental Currency Services, Inc. 401(k) Retirement Plan in CA ($20M); by covered participants it is Wencor Group, LLC 401(k) Plan in GA (774 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (774 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 Reserve Management Group 401(k) Plan assets move in 2022?
Reserve Management Group 401(k) Plan pulled back noticeably - down 9.6% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Rmg Investment Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Rmg Investment Group, LLC's sponsor-wide assets grew 15.3%, from $20M to $23M.
Where does Reserve Management Group 401(k) Plan rank by assets among Form 5500 filers?
Reserve Management Group 401(k) Plan ranks in the 77th 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 Reserve Management Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Continental Currency Services, Inc. 401(k) Retirement Plan in CA ($20M, 521 participants).
Which 401(k) plans cover a similar participant headcount to Reserve Management Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Wencor Group, LLC 401(k) Plan in GA (774 participants, $42M in assets).