401(k) · DOL Form 5500 · 2023

Rmg Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
727
Participants Near avg headcount
76th
Percentile by assets National rank
$32,552
Avg per participant Low balance/head
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Official DOL plan name: Reserve Management Group 401(k) Plan · Sponsored by Rmg Investment Group, LLC · Ohio · Wholesale Trade

$24M in assets, 727 participants

Rmg Investment Group, LLC's Reserve Management Group 401(k) Plan reported $24M in total assets and 727 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,649 in Wholesale Trade (6,309 peers)

Where Reserve Management Group 401(k) Plan sits by assets

Reserve Management Group 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 727 participants (~$32,552/participant), up 18.9% in 2023.

#4,649
in Wholesale Trade (6,309 peers)
+18.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Reserve Management Group 401(k) Plan's outsized position by total assets

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

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

$23,664,965 Top 24% higher than 76% 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

Reserve Management 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. Reserve Management Group 401(k) Plan sits mid-pack in the medium band (727 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reserve Management Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Reserve Management Group 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Reserve Management Group 401(k) Plan reported participants fell from 774 in the plan year 2022 filing to 727 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452588798 · Rmg Investment Group, LLC PY 2023 · 401(k)

Reserve Management Group 401(k) Plan · $24M · 727 · 76th

  • PART $24M
  • PART 727
  • PART 76th
  • PART 401(k)
  • PART near Galactic Employer Services 401(k) Plan
  • PART ind #4649

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 Wholesale Trade retirement plans → · Plans in Ohio →

Reserve Management Group 401(k) Plan in the asset neighbourhood

Chet Morrison Contractors 401(k) PlanChet Morrison Contractors 40…$24MReserve Management Group 401(k) PlanReserve Management Group 401…$24MGalactic Employer Services 401(k) PlanGalactic Employer Services 4…$24MSba Defined Contribution Plan for C&f Mortgage CorporationSba Defined Contribution Pla…$24MFirestone Walker, Inc. 401(k) Profit Sharing PlanFirestone Walker, Inc. 401(k…$24M
End-of-year total assets ($M) among Reserve Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN452588798
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rmg Investment Group, LLC)

Sponsor-wide plan assets over time

All Rmg Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 15.251307165984773% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.9M $22.9M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 774 $20M
2023 1 727 $24M
2024 1 728 $23M

Nearby 401(k) Plans in Ohio

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

Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Reserve Management Group 401(k) Plan, Total assets ($B): 0.023664965 · Participants: 727Reserve Management Group 401(k) 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
Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Reserve Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Galactic Employer Services 401(k) Plan in AL ($24M); by covered participants it is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (727 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 Reserve Management Group 401(k) Plan assets move in 2023? ▼
Reserve Management Group 401(k) Plan grew sharply - up 18.9% during 2023, from $20M to $24M. Reported net income was $4M.
How have Rmg Investment Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rmg Investment Group, LLC's sponsor-wide assets grew 15.3%, from $20M to $23M.
Where does Reserve Management Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Reserve Management Group 401(k) Plan ranks in the 76th 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 Reserve Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galactic Employer Services 401(k) Plan in AL ($24M, 769 participants).
Which 401(k) plans cover a similar participant headcount to Reserve Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pape-Dawson Consulting Engineers, LLC. Employee 401(k) Plan in TX (727 participants, $103M 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 452588798.

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.