401(k) · DOL Form 5500 · 2023

The Connor Group, a Real Estate Investment Firm, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
372
Participants Below avg headcount
68th
Percentile by assets National rank
$41,050
Avg per participant Low balance/head
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Official DOL plan name: The Connor Group 401(k) Profit Sharing Plan · Sponsored by The Connor Group, a Real Estate Investment Firm, LLC · Ohio · Real Estate

$15M in assets, 372 participants

The Connor Group, a Real Estate Investment Firm, LLC's The Connor Group 401(k) Profit Sharing Plan reported $15M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,915 in Real Estate (4,727 peers)

Coverage in Ohio

The Connor Group 401(k) Profit Sharing Plan covers 372 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#3,915
in Real Estate (4,727 peers)
+38.4%
assets growth YoY

The Connor Group 401(k) Profit Sharing Plan's outsized position by total assets

The Connor Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,270,694 Top 32% higher than 68% 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

The Connor Group 401(k) Profit Sharing Plan 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. The Connor Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Connor Group 401(k) Profit Sharing Plan reported net income rose from -$594K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Connor Group 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Connor Group 401(k) Profit Sharing Plan reported participants fell from 377 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311313904 · The Connor Group, a Real Estate Investment Firm, LLC PY 2023 · 401(k)

The Connor Group 401(k) Profit Sharing Plan · $15M · 372 · 68th

  • 5500 $15M
  • 5500 372
  • 5500 68th
  • 5500 401(k)
  • 5500 near Hisense Photonics, Inc. 401(k) Plan
  • 5500 ind #3915

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 Ohio →

The Connor Group 401(k) Profit Sharing Plan in the asset neighbourhood

The Connor Group 401(k) Profit Sharing PlanThe Connor Group 401(k) Prof…$15MHisense Photonics, Inc. 401(k) PlanHisense Photonics, Inc. 401(…$15MMicro Stamping Corporation Pension PlanMicro Stamping Corporation P…$15MCommunity Resource Credit Union 401(k) PlanCommunity Resource Credit Un…$15MHickingbotham Group 401(k) PlanHickingbotham Group 401(k) P…$15M
End-of-year total assets ($M) among The Connor Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN311313904
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Connor Group, a Real Estate Investment Firm, LLC)

Sponsor-wide plan assets over time

All The Connor Group, a Real Estate Investment Firm, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 68.78056904011652% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11M $18.6M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 377 $11M
2023 1 372 $15M
2024 1 452 $19M

Nearby 401(k) Plans in Ohio

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

The Connor Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Connor Group 401(k) Profit Sharing Plan, Total assets ($B): 0.015270694 · Participants: 372The Connor Group 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Connor Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Connor Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Connor Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Hisense Photonics, Inc. 401(k) Plan in NJ ($15M); by covered participants it is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (372 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 The Connor Group 401(k) Profit Sharing Plan assets move in 2023? ▼
The Connor Group 401(k) Profit Sharing Plan surged - up 38.4% during 2023, from $11M to $15M. Reported net income was $4M.
How have The Connor Group, a Real Estate Investment Firm, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Connor Group, a Real Estate Investment Firm, LLC's sponsor-wide assets grew 68.8%, from $11M to $19M.
Which 401(k) plans are similar in size to The Connor Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hisense Photonics, Inc. 401(k) Plan in NJ ($15M, 120 participants).
Which 401(k) plans cover a similar participant headcount to The Connor Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brockway-Smith Company Savings & Investment Pl Tr in MA (372 participants, $11M 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 311313904.

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.