401(k) · DOL Form 5500 · 2023

Srd, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
28th
Percentile by assets National rank
$110,082
Avg per participant Below avg balance/head
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Official DOL plan name: Srd, Inc. 401(k) Plan · Sponsored by Srd, Inc. · Florida · Construction

$2M in assets, 15 participants

Srd, Inc.'s Srd, Inc. 401(k) Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,364 in Construction (9,030 peers)

Srd, Inc. multi-year trail

Srd, Inc.'s plans moved +15.0% in assets from 2022 to 2024; this filing shows Srd, Inc. 401(k) Plan at $2M / 15 participants.

#2,364
in Construction (9,030 peers)
-13.1%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Srd, Inc. 401(k) Plan among the smaller filed plans by assets

Srd, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,651,235 28th percentile higher than 28% of 127,068 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 2023

Srd, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srd, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Srd, Inc. 401(k) Plan reported net income rose from -$354K in the plan year 2022 filing to -$250K in the plan year 2023 filing.
  • Srd, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Srd, Inc. 401(k) Plan reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 651080679 · Srd, Inc. PY 2023 · 401(k)

Srd, Inc. 401(k) Plan · $2M · 15 · 28th

  • ASSETS $2M
  • ASSETS 15
  • ASSETS 28th
  • ASSETS 401(k)
  • ASSETS near Vejen Logistics, Inc. 401(k) Plan
  • ASSETS ind #2364

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 Florida →

Srd, Inc. 401(k) Plan in the asset neighbourhood

Srd, Inc. 401(k) Plan$2MVejen Logistics, Inc. 401(k) PlanVejen Logistics, Inc. 401(k)…$2MLorens & Associates, Inc. Aplc Retirement Savings PlanLorens & Associates, Inc. Ap…$2MService Communications, Inc. 401(k) Profit Sharing PlanService Communications, Inc.…$2MRidgewood Country Club, Inc. Retirement Plan & TrustRidgewood Country Club, Inc.…$2M
End-of-year total assets ($M) among Srd, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Srd, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Srd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 14.994618627439635% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.9M $2.19M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 15 $2M
2024 1 18 $2M

Srd, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$250K
Employer EIN651080679
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Srd, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Srd, Inc. 401(k) Plan, Total assets ($B): 0.001651235 · Participants: 15Srd, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Srd, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Srd, Inc. 401(k) Plan side-by-side with 3 peers →

Srd, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vejen Logistics, Inc. 401(k) Plan in NJ ($2M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Srd, Inc. 401(k) Plan assets move in 2023? ▼
Srd, Inc. 401(k) Plan pulled back noticeably - down 13.1% during 2023, from $2M to $2M. Reported net income was -$250K.
How have Srd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srd, Inc.'s sponsor-wide assets grew 15.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Srd, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vejen Logistics, Inc. 401(k) Plan in NJ ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Srd, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 651080679.

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.