401(k) · DOL Form 5500 · 2023

Sumridge Partners, LLC 401(k) Plan

Data updated 2026-08-25

$35
Total assets Small plan by assets: N/A
Participants Small participant base: 0th
Percentile by assets National rank

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Official DOL plan name: Sumridge Partners 401(k) Plan · Sponsored by Sumridge Partners, LLC · New Jersey · Finance & Insurance

$35 in assets, N/A participants

Sumridge Partners, LLC's Sumridge Partners 401(k) Plan reported $35 in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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 in Finance & Insurance (8,869 peers)

Sumridge Partners, LLC multi-year trail

Sumridge Partners, LLC's plans moved -63.4% in assets from 2022 to 2024; this filing shows Sumridge Partners 401(k) Plan at $35 / N/A participants.

#2
in Finance & Insurance (8,869 peers): -65.3%
assets change YoY

The plan reported a net loss of $66 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sumridge Partners 401(k) Plan among the smaller filed plans by assets

Sumridge Partners 401(k) Plan vs every filed plan by assets

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

$35 0th percentile higher than 0% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

Sumridge Partners 401(k) Plan reported participants fell from 47 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Sumridge Partners 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to -$66 in the plan year 2023 filing.
Sumridge Partners 401(k) Plan end-of-year assets fell from $101 in the plan year 2022 filing to $35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271525849 · Sumridge Partners, LLC PY 2023 · 401(k)

Sumridge Partners 401(k) Plan · $35 · N/A · 0th

VS-ST $35
VS-ST N/A
VS-ST 0th
VS-ST 401(k)
VS-ST near Gbi Eugene 401(k) Plan
VS-ST ind #2

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 Sumridge Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sumridge Partners, LLC multi-year asset trail

Latest sponsor-wide plan assets: $37 63.366336633663366% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	47	$101
2023	1	N/A	$35
2024	2	N/A	$37

Sumridge Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)	$101
Net Assets (End of Year)	$35
Net Income	-$66
Employer EIN	271525849
Plan Effective Date	2012-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Sumridge Partners 401(k) Plan 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 Sumridge Partners 401(k) Plan side-by-side with 3 peers →

Sumridge Partners 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside New Jersey, the nearest 401(k) by end-of-year assets is Gbi Eugene 401(k) Plan in OR at $35 (this filing: $35).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35 here).

Gbi Eugene 401(k) Plan (OR) $35 · 6
Srk Enterprises Retirement Plan (TN) $34 · 3
Macaulay Fitness Inc. 401(k) Profit Sharing Plan (MA) $36 · 8
Trihulla Group 401(k) (PA) $32 · 1

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 Sumridge Partners 401(k) Plan assets move in 2023? ▼

Sumridge Partners 401(k) Plan contracted severely - down 65.3% during 2023, from $101 to $35. Reported net income was -$66.

How have Sumridge Partners, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sumridge Partners, LLC's sponsor-wide assets declined 63.4%, from $101 to $37.

Where does Sumridge Partners 401(k) Plan rank by assets among Form 5500 filers? ▼

Sumridge Partners 401(k) Plan ranks in the 0th 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 Sumridge Partners 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Gbi Eugene 401(k) Plan in OR ($35, 6 participants).

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 271525849.