401(k) · DOL Form 5500 · 2023

Sares-Regis Operating Company, LP 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
919
Participants
89th
Percentile by assets
$84,016
Avg per participant
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Official DOL plan name: Sares Regis Group 401(k) Plan · Sponsored by Sares-Regis Operating Company, LP · California · Real Estate

$77M in assets, 919 participants

Sares-Regis Operating Company, LP's Sares Regis Group 401(k) Plan reported $77M in total assets and 919 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #4,570 in Real Estate (4,727 peers)

Where Sares Regis Group 401(k) Plan sits by assets

Sares Regis Group 401(k) Plan sits in the top quartile of all filed plans by assets, $77M for 919 participants (~$84,016/participant), up 23.6% in 2023.

$77M
total plan assets (2023 EOY)
919
covered participants
89th
percentile by assets (of 127,072 plans)
$84,016
avg assets per participant

Where Sares Regis Group 401(k) Plan sits by total assets

Sares Regis Group 401(k) Plan vs every filed plan by assets

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

$77,211,042 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sares Regis Group 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Sares Regis Group 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Sares Regis Group 401(k) Plan reported participants fell from 1,014 in the plan year 2022 filing to 919 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Real Estate

Sares Regis Group 401(k) Plan vs the 2023 asset distribution

By assets, Sares Regis Group 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$77M
Net Income$15M
Employer EIN330550001
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sares-Regis Operating Company, LP)

$50M$60M$70M$80M$90M$100M 202220232024 $62.5M $91.5M ▲ +46.5%
Total plan assets by year, all Sares-Regis Operating Company, LP plans on file
Year Plans Participants Total Assets
2022 1 1,014 $62M
2023 1 919 $77M
2024 1 1,059 $92M

Nearby 401(k) Plans in California

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

Sares Regis Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sares Regis Group 40…, Total assets ($B): 0.077211042 · Participants: 919Sares Regis Group 40…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sares Regis Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sares Regis Group 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sares Regis Group 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sares Regis Group 401(k) Plan assets move in 2023? ▼
Sares Regis Group 401(k) Plan grew sharply - up 23.6% during 2023, from $62M to $77M. Reported net income was $15M.
How have Sares-Regis Operating Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sares-Regis Operating Company, LP's sponsor-wide assets grew 46.5%, from $62M to $92M.
Where does Sares Regis Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Sares Regis Group 401(k) Plan ranks in the 89th 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 Sares Regis Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xometry, Inc. 401(k) Plan in MD ($77M, 835 participants).

Next read for Sares Regis Group 401(k) Plan

Scale reading

Ways to act on Sares Regis Group 401(k) Plan's numbers.

  • By total assets, Sares Regis Group 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Sares-Regis Operating Company, LP's sponsor-wide assets have grown 46.5% since 2022 across 3 plan years on file. More Real Estate plans

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 330550001.

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.