401(k) · DOL Form 5500 · 2023
Shri Ram Group Management LLC 401(k) Plan
Data updated 2026-08-25
- $861K
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $10,766
- Avg per participant Low balance/head
Official DOL plan name: Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Shri Ram Group Management LLC · New Jersey · Retail Trade
$861K in assets, 80 participants
Shri Ram Group Management LLC's Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported $861K in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,918 in Retail Trade (8,414 peers)
Shri Ram Group Management LLC multi-year trail
Shri Ram Group Management LLC's plans moved +68.8% in assets from 2022 to 2024; this filing shows Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust at $861K / 80 participants.
- #2,918
- in Retail Trade (8,414 peers)
- +43.7%
- assets growth YoY
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$861,307 22nd percentile higher than 22% 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
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$224K in the plan year 2022 filing to $262K in the plan year 2023 filing.
- Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $600K in the plan year 2022 filing to $861K in the plan year 2023 filing.
- Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 77 in the plan year 2022 filing to 80 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 261480706 · Shri Ram Group Management LLC PY 2023 · 401(k)
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust · $861K · 80 · 22nd
- EBSA $861K
- EBSA 80
- EBSA 22nd
- EBSA 401(k)
- EBSA near Pointe North, Inc. 401(k) Plan/Trust
- EBSA ind #2918
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 →
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Shri Ram Group Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Shri Ram Group Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 68.82284158711465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $600K |
| 2023 | 1 | 80 | $861K |
| 2024 | 1 | 73 | $1M |
Shri Ram Group Management LLC filing trail (2023)
| Total Assets (Beginning of Year) | $600K |
|---|---|
| Net Assets (End of Year) | $861K |
| Net Income | $262K |
| Employer EIN | 261480706 |
| Plan Effective Date | 2014-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Pointe North, Inc. 401(k) Plan/Trust in IN ($861K); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($861K here).
- Pointe North, Inc. 401(k) Plan/Trust (IN) $861K · 1
- Ricketts Excavating, Inc 401(k) Plan (OH) $861K · 9
- Brp Retirement Solutions Pep (NY) $861K · N/A
- Saker, Inc. 401(k) Profit Sharing Plan (TN) $861K · 28
Similar participant headcount
Nearest other-state filings by covered participants (80 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.