401(k) · DOL Form 5500 · 2023

Srg Operating, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
1,870
Participants Near avg headcount
81st
Percentile by assets National rank
$18,167
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Resource Group 401(k) Retirement Plan · Sponsored by Srg Operating, Inc. · California · Real Estate

$34M in assets, 1,870 participants

Srg Operating, Inc.'s Senior Resource Group 401(k) Retirement Plan reported $34M in total assets and 1,870 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,342 in Real Estate (4,727 peers)

Coverage in California

Senior Resource Group 401(k) Retirement Plan covers 1,870 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $34M.

#4,342
in Real Estate (4,727 peers)
+20.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Senior Resource Group 401(k) Retirement Plan's outsized position by total assets

Senior Resource Group 401(k) Retirement Plan vs every filed plan by assets

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

$33,971,828 Top 19% higher than 81% 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

Senior Resource Group 401(k) Retirement 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. Senior Resource Group 401(k) Retirement Plan lands in the large band (1,870 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Senior Resource Group 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Senior Resource Group 401(k) Retirement Plan reported participants fell from 2,691 in the plan year 2022 filing to 1,870 in the plan year 2023 filing.
  • Senior Resource Group 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 912160583 · Srg Operating, Inc. PY 2023 · 401(k)

Senior Resource Group 401(k) Retirement Plan · $34M · 1,870 · 81st

  • RANK $34M
  • PHOTO 1,870
  • IND 81st
  • EOY 401(k)
  • 5500 near Samet Corporation 401(k) Profit Sharing Plan
  • ASSETS ind #4342

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 California →

Senior Resource Group 401(k) Retirement Plan in the asset neighbourhood

Senior Resource Group 401(k) Retirement PlanSenior Resource Group 401(k)…$34MSamet Corporation 401(k) Profit Sharing PlanSamet Corporation 401(k) Pro…$34MBridgewater Bank 401(k) Safe Harbor PlanBridgewater Bank 401(k) Safe…$34MInteractions, LLC 401(k) Plan$34MPenn Detroit Diesel Allison, LLC Profit Sharing PlanPenn Detroit Diesel Allison,…$34M
End-of-year total assets ($M) among Senior Resource Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN912160583
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srg Operating, Inc.)

Sponsor-wide plan assets over time

All Srg Operating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 41.95199101250015% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $40.1M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 2,691 $28M
2023 1 1,870 $34M
2024 1 1,999 $40M

Nearby 401(k) Plans in California

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

Senior Resource Group 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Senior Resource Group 401(k) Retirement Plan, Total assets ($B): 0.033971828 · Participants: 1870Senior Resource Group 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Senior Resource Group 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Senior Resource Group 401(k) Retirement Plan side-by-side with 3 peers →

Senior Resource Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Samet Corporation 401(k) Profit Sharing Plan in NC ($34M); by covered participants it is Encorevet Group 401(k) Plan in NY (1,870 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,870 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 Senior Resource Group 401(k) Retirement Plan assets move in 2023? ▼
Senior Resource Group 401(k) Retirement Plan grew sharply - up 20.1% during 2023, from $28M to $34M. Reported net income was $6M.
How have Srg Operating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srg Operating, Inc.'s sponsor-wide assets grew 42.0%, from $28M to $40M.
Where does Senior Resource Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Senior Resource Group 401(k) Retirement Plan ranks in the 81st 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 Senior Resource Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samet Corporation 401(k) Profit Sharing Plan in NC ($34M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Senior Resource Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Encorevet Group 401(k) Plan in NY (1,870 participants, $48M 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 912160583.

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.