401(k) · DOL Form 5500 · 2023

Renew Financial Group LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
110
Participants Small participant base
53rd
Percentile by assets National rank
$71,105
Avg per participant Below avg balance/head
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Official DOL plan name: Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Renew Financial Group LLC · California · Finance & Insurance

$8M in assets, 110 participants

Renew Financial Group LLC's Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,402 in Finance & Insurance (8,869 peers)

Coverage in California

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,402
in Finance & Insurance (8,869 peers)
+40.5%
assets growth YoY

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,821,600 Top 47% higher than 53% 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

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust 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. Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $269K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 92 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263007423 · Renew Financial Group LLC PY 2023 · 401(k)

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust · $8M · 110 · 53rd

  • 5500 $8M
  • ASSETS 110
  • PCT 53rd
  • EIN 401(k)
  • RANK near Conley Rose, P.C. Savings & Profit Sharing Plan for Associates
  • PHOTO ind #3402

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 California →

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Renew Financial Group LLC 401(k) Profit Sharing Plan and TrustRenew Financial Group LLC 40…$8MConley Rose, P.C. Savings & Profit Sharing Plan for AssociatesConley Rose, P.C. Savings & …$8MSbera 401(k) Plan as Adopted by Massachusetts Bankers AssociationSbera 401(k) Plan as Adopted…$8MZimperium, Inc. 401(k) Plan & TrustZimperium, Inc. 401(k) Plan …$8MCox Manufacturing Co., Inc. 401(k) Profit Sharing PlanCox Manufacturing Co., Inc. …$8M
End-of-year total assets ($M) among Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN263007423
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Renew Financial Group LLC)

Sponsor-wide plan assets over time

All Renew Financial Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 68.4525375271131% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.57M $9.38M ▲ +68.4%
Year Plans Participants Total Assets
2022 1 92 $6M
2023 1 110 $8M
2024 1 109 $9M

Nearby 401(k) Plans in California

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

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.0078216 · Participants: 110Renew Financial Group LLC 401(k) Profit Sharing Plan and TrustWells 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
Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Conley Rose, P.C. Savings & Profit Sharing Plan for Associates in TX ($8M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust surged - up 40.5% during 2023, from $6M to $8M. Reported net income was $2M.
How have Renew Financial Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Renew Financial Group LLC's sponsor-wide assets grew 68.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Conley Rose, P.C. Savings & Profit Sharing Plan for Associates in TX ($8M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Renew Financial Group LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 263007423.

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.