401(k) · DOL Form 5500 · 2023

The Silverfern Group Mgmt, LLC 401(k) Plan

Data updated 2026-08-25

$824K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$102,989
Avg per participant Below avg balance/head
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Official DOL plan name: The Silverfern Group Mgmt, LLC 401(k) Plan · Sponsored by The Silverfern Group Mgmt, LLC · New York · Finance & Insurance

$824K in assets, 8 participants

The Silverfern Group Mgmt, LLC's The Silverfern Group Mgmt, LLC 401(k) Plan reported $824K in total assets and 8 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.

  • #1,226 in Finance & Insurance (8,869 peers)

The Silverfern Group Mgmt, LLC multi-year trail

The Silverfern Group Mgmt, LLC's plans moved +16.5% in assets from 2022 to 2024; this filing shows The Silverfern Group Mgmt, LLC 401(k) Plan at $824K / 8 participants.

#1,226
in Finance & Insurance (8,869 peers)
-9.6%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Silverfern Group Mgmt, LLC 401(k) Plan among the smaller filed plans by assets

The Silverfern Group Mgmt, LLC 401(k) Plan vs every filed plan by assets

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

$823,911 22nd percentile higher than 22% 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

The Silverfern Group Mgmt, LLC 401(k) 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. The Silverfern Group Mgmt, LLC 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Silverfern Group Mgmt, LLC 401(k) Plan reported net income rose from -$263K in the plan year 2022 filing to -$88K in the plan year 2023 filing.
  • The Silverfern Group Mgmt, LLC 401(k) Plan end-of-year assets fell from $912K in the plan year 2022 filing to $824K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262243631 · The Silverfern Group Mgmt, LLC PY 2023 · 401(k)

The Silverfern Group Mgmt, LLC 401(k) Plan · $824K · 8 · 22nd

  • PCT $824K
  • PCT 8
  • PCT 22nd
  • PCT 401(k)
  • PCT near Wapcorp 401(k)
  • PCT ind #1226

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 Finance & Insurance retirement plans → · Plans in New York →

The Silverfern Group Mgmt, LLC 401(k) Plan in the asset neighbourhood

The Silverfern Group Mgmt, LLC 401(k) PlanThe Silverfern Group Mgmt, L…$824KWapcorp 401(k)$824KJohn M. Bindeman, D.D.S., PA Profit Sharing PlanJohn M. Bindeman, D.D.S., PA…$824KIcadv 401(k) Plan$824KMatrix Parcels 401(k) Trust$824K
End-of-year total assets ($M) among The Silverfern Group Mgmt, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Silverfern Group Mgmt, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Silverfern Group Mgmt, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.539853880076354% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.91M $1.06M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 8 $912K
2023 1 8 $824K
2024 1 6 $1M

The Silverfern Group Mgmt, LLC filing trail (2023)

Total Assets (Beginning of Year)$912K
Net Assets (End of Year)$824K
Net Income-$88K
Employer EIN262243631
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Silverfern Group Mgmt, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Silverfern Group Mgmt, LLC 401(k) Plan, Total assets ($B): 0.000823911 · Participants: 8The Silverfern Group Mgmt, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Silverfern Group Mgmt, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Silverfern Group Mgmt, LLC 401(k) Plan side-by-side with 3 peers →

The Silverfern Group Mgmt, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wapcorp 401(k) in GA ($824K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($824K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 The Silverfern Group Mgmt, LLC 401(k) Plan assets move in 2023? ▼
The Silverfern Group Mgmt, LLC 401(k) Plan pulled back noticeably - down 9.6% during 2023, from $912K to $824K. Reported net income was -$88K.
How have The Silverfern Group Mgmt, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Silverfern Group Mgmt, LLC's sponsor-wide assets grew 16.5%, from $912K to $1M.
Where does The Silverfern Group Mgmt, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Silverfern Group Mgmt, LLC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Silverfern Group Mgmt, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wapcorp 401(k) in GA ($824K, 2 participants).
Which 401(k) plans cover a similar participant headcount to The Silverfern Group Mgmt, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 262243631.

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.