401(k) · DOL Form 5500 · 2023

Ingerman Management Company 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 257
Participants Below avg headcount: 65th
Percentile by assets National rank: $52,255
Avg per participant Low balance/head

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Official DOL plan name: Ingerman Group 401(k) Plan · Sponsored by Ingerman Management Company · New Jersey · Real Estate

$13M in assets, 257 participants

Ingerman Management Company's Ingerman Group 401(k) Plan reported $13M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#3,826 in Real Estate (4,727 peers)

Coverage in New Jersey

Ingerman Group 401(k) Plan covers 257 participants in New Jersey, about 30% of the average New Jersey filer (state average ~844 per filing). Assets: $13M.

#3,826
in Real Estate (4,727 peers): +18.3%
assets growth YoY

Ingerman Group 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$13,429,433 Top 35% higher than 65% 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

Ingerman Group 401(k) 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. Ingerman Group 401(k) Plan sits mid-pack in the medium band (257 participants).

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%)

Ingerman Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Ingerman Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Ingerman Group 401(k) Plan reported participants fell from 265 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 320045712 · Ingerman Management Company PY 2023 · 401(k)

Ingerman Group 401(k) Plan · $13M · 257 · 65th

ASSETS $13M
PCT 257
EIN 65th
RANK 401(k)
PHOTO near Brave 401(k) Plan
IND ind #3826

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 New Jersey →

End-of-year total assets ($M) among Ingerman Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$13M
Net Income	$2M
Employer EIN	320045712
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ingerman Management Company)

Latest sponsor-wide plan assets: $16M 38.781828915084446% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	265	$11M
2023	1	257	$13M
2024	1	313	$16M

Nearby 401(k) Plans in New Jersey

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

Ingerman Group 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 Ingerman Group 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Brave 401(k) Plan in CA ($13M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Brave 401(k) Plan (CA) $13M · 84
Replimune Inc 401(k) Plan (MA) $13M · 215
Processunity Inc 401(k) Profit Sharing Plan and Trust (MA) $13M · 116
Woodside Hotel Group Ltd 401(k) Multiple Employer Plan (CA) $13M · 630

Similar participant headcount

Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.

Pace Resources, Inc. Retirement Savings Plan (PA) 257 · 0 off
First National Bank Savings and Investment Plan (ME) 257 · 0 off
Keller, Inc. 401(k) Retirement Savings Plan (WI) 257 · 0 off
Doug Ashy Building Materials, Inc. Profit Sharing 401(k) Plan (LA) 257 · 0 off

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 Ingerman Group 401(k) Plan assets move in 2023? ▼

Ingerman Group 401(k) Plan grew sharply - up 18.3% during 2023, from $11M to $13M. Reported net income was $2M.

How have Ingerman Management Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ingerman Management Company's sponsor-wide assets grew 38.8%, from $11M to $16M.

Which 401(k) plans are similar in size to Ingerman Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Brave 401(k) Plan in CA ($13M, 84 participants).

Which 401(k) plans cover a similar participant headcount to Ingerman Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 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 320045712.