401(k) · DOL Form 5500 · 2023

Systematic Financial Management, L.P. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 20
Participants Small participant base: 67th
Percentile by assets National rank: $761,058
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Systematic Financial Management, L.P. 401(k) Plan & Trust · Sponsored by Systematic Financial Management, L.P. · New Jersey · Finance & Insurance

$15M in assets, 20 participants

Systematic Financial Management, L.P.'s Systematic Financial Management, L.P. 401(k) Plan & Trust reported $15M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#4,666 in Finance & Insurance (8,869 peers)

Systematic Financial Management, L.P. multi-year trail

Systematic Financial Management, L.P.'s plans moved +16.0% in assets from 2023 to 2024; this filing shows Systematic Financial Management, L.P. 401(k) Plan & Trust at $15M / 20 participants.

#4,666
in Finance & Insurance (8,869 peers): $2M
reported net income

Systematic Financial Management, L.P. 401(k) Plan & Trust's outsized position by total assets

Systematic Financial Management, L.P. 401(k) Plan & Trust vs every filed plan by assets

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

$15,221,151 Top 33% higher than 67% 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

Systematic Financial Management, L.P. 401(k) 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. Systematic Financial Management, L.P. 401(k) Plan & Trust is a small filing (20 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 223367558 · Systematic Financial Management, L.P. PY 2023 · 401(k)

Systematic Financial Management, L.P. 401(k) Plan & Trust · $15M · 20 · 67th

BOY $15M
BOY 20
BOY 67th
BOY 401(k)
BOY near Kind 401(k) Plan
BOY ind #4666

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 Jersey →

End-of-year total assets ($M) among Systematic Financial Management, L.P. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Systematic Financial Management, L.P. multi-year asset trail

Latest sponsor-wide plan assets: $18M 16.04970609647063% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	20	$15M
2024	1	22	$18M

Systematic Financial Management, L.P. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	223367558
Plan Effective Date	2023-02-21
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Systematic Financial Management, L.P. 401(k) Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Systematic Financial Management, L.P. 401(k) Plan & Trust side-by-side with 3 peers →

Systematic Financial Management, L.P. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kind 401(k) Plan in DC ($15M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Kind 401(k) Plan (DC) $15M · 367
Community Wholesale Tire 401(k) Plan (MO) $15M · 226
Caminar 401(k) Plan (CA) $15M · 389
Safe 1 Credit Union 401(k) Profit Sharing Plan (CA) $15M · 108

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Marietta Railroad Properties, Inc. 401(k) Plan (NY) 20 · 0 off
Far Properties and Associated Companies 401(k) Plan (PR) 20 · 0 off
Krm Properties Co. 401(k) Profit Sharing Plan (TX) 20 · 0 off
Fairway Outdoor Advertising Group, LLC 401(k) Plan (IL) 20 · 0 off

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 have Systematic Financial Management, L.P. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Systematic Financial Management, L.P.'s sponsor-wide assets grew 16.0%, from $15M to $18M.

Which 401(k) plans are similar in size to Systematic Financial Management, L.P. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Kind 401(k) Plan in DC ($15M, 367 participants).

Which 401(k) plans cover a similar participant headcount to Systematic Financial Management, L.P. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 223367558.