Profit Sharing · DOL Form 5500 · 2023
Srbk Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $598,605
- Avg per participant High balance/head
Official DOL plan name: Srbk Investments Inc. Retirement Plan · Sponsored by Srbk Investments Inc. · New Jersey · Retail Trade
$3M in assets, 5 participants
Srbk Investments Inc.'s Srbk Investments Inc. Retirement Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #3,972 in Retail Trade (8,414 peers)
Srbk Investments Inc. multi-year trail
Srbk Investments Inc.'s plans moved -11.2% in assets from 2022 to 2024; this filing shows Srbk Investments Inc. Retirement Plan at $3M / 5 participants.
- #3,972
- in Retail Trade (8,414 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $84K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Srbk Investments Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Srbk Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,993,024 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Srbk Investments Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srbk Investments Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Srbk Investments Inc. Retirement Plan reported net income fell from $998K in the plan year 2022 filing to -$84K in the plan year 2023 filing.
- Srbk Investments Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Srbk Investments Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 472133658 · Srbk Investments Inc. PY 2023 · Profit Sharing
Srbk Investments Inc. Retirement Plan · $3M · 5 · 36th
- IND $3M
- IND 5
- IND 36th
- IND Profit Sharing
- IND near Chawg, Inc. Retirement Plan
- IND ind #3972
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 Retail Trade retirement plans → · Plans in New Jersey →
Srbk Investments Inc. Retirement Plan in the asset neighbourhood
Srbk Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Srbk Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.211361645381073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 8 | $3M |
Srbk Investments Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$84K |
| Employer EIN | 472133658 |
| Plan Effective Date | 2014-10-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Srbk Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Chawg, Inc. Retirement Plan in CO ($3M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Chawg, Inc. Retirement Plan (CO) $3M · 2
- Nishi Farms, Inc. Profit Sharing Plan (CA) $3M · 3
- Judge Legacy Inc. Retirement Plan (NC) $3M · 2
- Genera Pr Saving Plan (PR) $3M · 640
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.