401(k)
2023 plan-year 401(k) DOL Form 5500

The Rmr Group LLC 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Rmr Group LLC ยท Massachusetts ยท Real Estate

What the 2023 filing shows

The Rmr Group LLC 401(k) Retirement Plan holds $119M for 610 participants - about $194,909 per participant, up 15.7% over the 2023 plan year.

$119M
total plan assets (2023 EOY)
610
covered participants
$194,909
avg assets per participant
+15.7%
assets growth YoY
Total Assets (2023)
$119M
Participants
610
Industry
Real Estate

What the Filing Says About The Rmr Group LLC 401(k) Retirement Plan

The Rmr Group LLC 401(k) Retirement Plan is a 401(k) retirement plan sponsored by The Rmr Group LLC, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $119M in total end-of-year assets and covers 610 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 043583787, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $103M at the beginning of 2023 to $119M at year-end โ€” a gain of 15.7%. Net assets (after liabilities) closed the year at $119M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$103M
Total Assets (End of Year)$119M
Net Assets (End of Year)$119M
Net Income$15M
Plan Type401(k)
Employer EIN043583787
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rmr Group LLC)

Year Plans Participants Total Assets
2022 1 586 $103M
2023 1 610 $119M
2024 1 1,104 $143M

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Frequently Asked Questions

How much money is in the The Rmr Group LLC 401(k) Retirement Plan?
As of the 2023 Form 5500 filing, The Rmr Group LLC 401(k) Retirement Plan holds $119M in total assets with 610 participants. It is sponsored by The Rmr Group LLC.
What type of plan is The Rmr Group LLC 401(k) Retirement Plan?
The Rmr Group LLC 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 043583787.
Who sponsors the The Rmr Group LLC 401(k) Retirement Plan?
The Rmr Group LLC 401(k) Retirement Plan is sponsored by The Rmr Group LLC, located in Massachusetts. The sponsor's EIN is 043583787 and the plan operates in the Real Estate industry.
How did The Rmr Group LLC 401(k) Retirement Plan perform in 2023?
The Rmr Group LLC 401(k) Retirement Plan grew by 15.7% during 2023, moving from $103M to $119M in total assets. Net income was $15M.
Where can I find official filings for The Rmr Group LLC 401(k) Retirement Plan?
Official Form 5500 filings for The Rmr Group LLC 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043583787 or plan name at efast.dol.gov.
How does The Rmr Group LLC 401(k) Retirement Plan compare to other plans?
You can compare The Rmr Group LLC 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 043583787.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.