401(k) · DOL Form 5500 · 2023

5812 Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
277
Participants Below avg headcount
35th
Percentile by assets National rank
$10,349
Avg per participant Low balance/head
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Official DOL plan name: 5812 Investment Group, LLC 401(k) Plan · Sponsored by 5812 Investment Group, LLC · Ohio · Real Estate

$3M in assets, 277 participants

5812 Investment Group, LLC's 5812 Investment Group, LLC 401(k) Plan reported $3M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,591 in Real Estate (4,727 peers)

Coverage in Ohio

5812 Investment Group, LLC 401(k) Plan covers 277 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#2,591
in Real Estate (4,727 peers)
+33.1%
assets growth YoY

5812 Investment Group, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

5812 Investment Group, LLC 401(k) Plan vs every filed plan by assets

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

$2,866,804 35th percentile higher than 35% 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

5812 Investment Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 5812 Investment Group, LLC 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 5812 Investment Group, LLC 401(k) Plan reported net income rose from $109K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • 5812 Investment Group, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • 5812 Investment Group, LLC 401(k) Plan reported participants rose from 239 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834680113 · 5812 Investment Group, LLC PY 2023 · 401(k)

5812 Investment Group, LLC 401(k) Plan · $3M · 277 · 35th

  • RANK $3M
  • PHOTO 277
  • IND 35th
  • EOY 401(k)
  • 5500 near Cypress Pointe Surgical Hospital 401(k) Plan
  • ASSETS ind #2591

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 Real Estate retirement plans → · Plans in Ohio →

5812 Investment Group, LLC 401(k) Plan in the asset neighbourhood

5812 Investment Group, LLC 401(k) Plan5812 Investment Group, LLC 4…$3MCypress Pointe Surgical Hospital 401(k) PlanCypress Pointe Surgical Hosp…$3MRegatta Capital Group 401(k) P/S PlanRegatta Capital Group 401(k)…$3MThe Ghk Company Savings Incentive PlanThe Ghk Company Savings Ince…$3MF M Graphics, Inc. Profit Sharing PlanF M Graphics, Inc. Profit Sh…$3M
End-of-year total assets ($M) among 5812 Investment Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$713K
Employer EIN834680113
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (5812 Investment Group, LLC)

Sponsor-wide plan assets over time

All 5812 Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 59.82045306487659% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.15M $3.44M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 239 $2M
2023 1 277 $3M
2024 1 311 $3M

Nearby 401(k) Plans in Ohio

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

5812 Investment Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants 5812 Investment Group, LLC 401(k) Plan, Total assets ($B): 0.002866804 · Participants: 2775812 Investment Group, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
5812 Investment Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare 5812 Investment Group, LLC 401(k) Plan side-by-side with 3 peers →

5812 Investment Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Cypress Pointe Surgical Hospital 401(k) Plan in LA ($3M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 5812 Investment Group, LLC 401(k) Plan assets move in 2023? ▼
5812 Investment Group, LLC 401(k) Plan surged - up 33.1% during 2023, from $2M to $3M. Reported net income was $713K.
How have 5812 Investment Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 5812 Investment Group, LLC's sponsor-wide assets grew 59.8%, from $2M to $3M.
Which 401(k) plans are similar in size to 5812 Investment Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cypress Pointe Surgical Hospital 401(k) Plan in LA ($3M, 135 participants).
Which 401(k) plans cover a similar participant headcount to 5812 Investment Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 834680113.

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.