401(k) · DOL Form 5500 · 2023

The Doherty Group, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
4,004
Participants Above avg headcount
82nd
Percentile by assets National rank
$9,372
Avg per participant Low balance/head
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Official DOL plan name: Doherty Group, Inc. 401(k) and Retirement Savings Plan · Sponsored by The Doherty Group, Inc. · New Jersey · Food Services & Accommodation

$38M in assets, 4,004 participants

The Doherty Group, Inc.'s Doherty Group, Inc. 401(k) and Retirement Savings Plan reported $38M in total assets and 4,004 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #3,652 in Food Services & Accommodation (3,828 peers)

Coverage in New Jersey

Doherty Group, Inc. 401(k) and Retirement Savings Plan covers 4,004 participants in New Jersey, 4.7x the typical New Jersey plan (state average ~844 per filing). Assets: $38M.

#3,652
in Food Services & Accommodation (3,828 peers)
+15.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Doherty Group, Inc. 401(k) and Retirement Savings Plan's outsized position by total assets

Doherty Group, Inc. 401(k) and Retirement Savings Plan vs every filed plan by assets

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

$37,525,805 Top 18% higher than 82% 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

Doherty Group, Inc. 401(k) and Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doherty Group, Inc. 401(k) and Retirement Savings Plan lands in the large band (4,004 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Doherty Group, Inc. 401(k) and Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Doherty Group, Inc. 401(k) and Retirement Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Doherty Group, Inc. 401(k) and Retirement Savings Plan reported participants rose from 3,866 in the plan year 2022 filing to 4,004 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223377320 · The Doherty Group, Inc. PY 2023 · 401(k)

Doherty Group, Inc. 401(k) and Retirement Savings Plan · $38M · 4,004 · 82nd

  • NET $38M
  • BOOK 4,004
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Inductoheat, Inc. Retirement Savings Plan
  • EBSA ind #3652

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 Food Services & Accommodation retirement plans → · Plans in New Jersey →

Doherty Group, Inc. 401(k) and Retirement Savings Plan in the asset neighbourhood

Mid-America Transplant Services Savings and Investment PlanMid-America Transplant Servi…$38MDoherty Group, Inc. 401(k) and Retirement Savings PlanDoherty Group, Inc. 401(k) a…$38MInductoheat, Inc. Retirement Savings PlanInductoheat, Inc. Retirement…$38MJefferson Bancshares, Inc. 401(k) PlanJefferson Bancshares, Inc. 4…$38MFranklin Mint Federal Credit Union 401(k)Franklin Mint Federal Credit…$38M
End-of-year total assets ($M) among Doherty Group, Inc. 401(k) and Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN223377320
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Doherty Group, Inc.)

Sponsor-wide plan assets over time

All The Doherty Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 25.466379374644248% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.4M $40.6M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 3,866 $32M
2023 1 4,004 $38M
2024 1 4,146 $41M

Nearby 401(k) Plans in New Jersey

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

Doherty Group, Inc. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Doherty Group, Inc. 401(k) and Retirement Savings Plan, Total assets ($B): 0.037525805 · Participants: 4004Doherty Group, Inc. 401(k) and Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Doherty Group, Inc. 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Doherty Group, Inc. 401(k) and Retirement Savings Plan side-by-side with 3 peers →

Doherty Group, Inc. 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Inductoheat, Inc. Retirement Savings Plan in MI ($38M); by covered participants it is Autokiniton Retirement Savings Plan in MI (4,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,004 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 Doherty Group, Inc. 401(k) and Retirement Savings Plan assets move in 2023? ▼
Doherty Group, Inc. 401(k) and Retirement Savings Plan grew sharply - up 15.9% during 2023, from $32M to $38M. Reported net income was $5M.
How have The Doherty Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Doherty Group, Inc.'s sponsor-wide assets grew 25.5%, from $32M to $41M.
Where does Doherty Group, Inc. 401(k) and Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Doherty Group, Inc. 401(k) and Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Doherty Group, Inc. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inductoheat, Inc. Retirement Savings Plan in MI ($38M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Doherty Group, Inc. 401(k) and Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autokiniton Retirement Savings Plan in MI (4,004 participants, $265M 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 223377320.

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.