401(k) · DOL Form 5500 · 2023

The Rmr Group LLC 401(k) Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
610
Participants Below avg headcount
92nd
Percentile by assets National rank
$194,909
Avg per participant Above avg balance/head
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Official DOL plan name: The Rmr Group LLC 401(k) Retirement Plan · Sponsored by The Rmr Group LLC · Massachusetts · Real Estate

$119M in assets, 610 participants

The Rmr Group LLC's The Rmr Group LLC 401(k) Retirement Plan reported $119M in total assets and 610 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,626 in Real Estate (4,727 peers)

Where The Rmr Group LLC 401(k) Retirement Plan sits by assets

The Rmr Group LLC 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $119M for 610 participants (~$194,909/participant), up 15.7% in 2023.

#4,626
in Real Estate (4,727 peers)
+15.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Rmr Group LLC 401(k) Retirement Plan's outsized position by total assets

The Rmr Group LLC 401(k) Retirement Plan vs every filed plan by assets

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

$118,894,431 Top 8% higher than 92% 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 Rmr Group LLC 401(k) Retirement 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 Rmr Group LLC 401(k) Retirement Plan sits mid-pack in the medium band (610 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rmr Group LLC 401(k) Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Rmr Group LLC 401(k) Retirement Plan end-of-year assets rose from $103M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • The Rmr Group LLC 401(k) Retirement Plan reported participants rose from 586 in the plan year 2022 filing to 610 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043583787 · The Rmr Group LLC PY 2023 · 401(k)

The Rmr Group LLC 401(k) Retirement Plan · $119M · 610 · 92nd

  • EBSA $119M
  • EBSA 610
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Mesa Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4626

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 Massachusetts →

The Rmr Group LLC 401(k) Retirement Plan in the asset neighbourhood

Air Line Pilots Association, International Deferred Savings Plan Bargaining Professional Admin Emp.Air Line Pilots Association,…$119MGroupon, Inc. 401(k) Savings PlanGroupon, Inc. 401(k) Savings…$119MMesa Associates, Inc. 401(k) Profit Sharing PlanMesa Associates, Inc. 401(k)…$119MThe Rmr Group LLC 401(k) Retirement PlanThe Rmr Group LLC 401(k) Ret…$119MMondi Retirement Savings Plan USAMondi Retirement Savings Pla…$119M
End-of-year total assets ($M) among The Rmr Group LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$119M
Net Income$15M
Employer EIN043583787
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rmr Group LLC)

Sponsor-wide plan assets over time

All The Rmr Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$143M 39.26970741734013% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $143M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 586 $103M
2023 1 610 $119M
2024 1 1,104 $143M

Nearby 401(k) Plans in Massachusetts

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

The Rmr Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Rmr Group LLC 401(k) Retirement Plan, Total assets ($B): 0.118894431 · Participants: 610The Rmr Group LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Rmr Group LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Rmr Group LLC 401(k) Retirement Plan side-by-side with 3 peers →

The Rmr Group LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mesa Associates, Inc. 401(k) Profit Sharing Plan in AL ($119M); by covered participants it is Meridian Clinical Research 401(k) Plan in NE (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (610 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 Rmr Group LLC 401(k) Retirement Plan assets move in 2023? ▼
The Rmr Group LLC 401(k) Retirement Plan grew sharply - up 15.7% during 2023, from $103M to $119M. Reported net income was $15M.
How have The Rmr Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rmr Group LLC's sponsor-wide assets grew 39.3%, from $103M to $143M.
Where does The Rmr Group LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Rmr Group LLC 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Rmr Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mesa Associates, Inc. 401(k) Profit Sharing Plan in AL ($119M, 1,008 participants).
Which 401(k) plans cover a similar participant headcount to The Rmr Group LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meridian Clinical Research 401(k) Plan in NE (610 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 043583787.

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.