401(k) · DOL Form 5500 · 2023

The Raymond Group 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
141
Participants Small participant base
84th
Percentile by assets National rank
$311,701
Avg per participant High balance/head
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Official DOL plan name: The Raymond Group 401(k) Retirement Savings Plan · Sponsored by The Raymond Group · California · Construction

$44M in assets, 141 participants

The Raymond Group's The Raymond Group 401(k) Retirement Savings Plan reported $44M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,408 in Construction (9,030 peers)

Coverage in California

The Raymond Group 401(k) Retirement Savings Plan covers 141 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $44M.

#7,408
in Construction (9,030 peers)
+15.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Raymond Group 401(k) Retirement Savings Plan's outsized position by total assets

The Raymond Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$43,949,848 Top 16% higher than 84% 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 Raymond Group 401(k) Retirement Savings 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 Raymond Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Raymond Group 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Raymond Group 401(k) Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • The Raymond Group 401(k) Retirement Savings Plan reported participants rose from 128 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330782809 · The Raymond Group PY 2023 · 401(k)

The Raymond Group 401(k) Retirement Savings Plan · $44M · 141 · 84th

  • SCH $44M
  • EBSA 141
  • PART 84th
  • TYPE 401(k)
  • NET near Advocates, Inc. 401(k) Plan
  • BOOK ind #7408

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 Construction retirement plans → · Plans in California →

The Raymond Group 401(k) Retirement Savings Plan in the asset neighbourhood

Delta Sonic Savings and Investment PlanDelta Sonic Savings and Inve…$44MThe Raymond Group 401(k) Retirement Savings PlanThe Raymond Group 401(k) Ret…$44MAdvocates, Inc. 401(k) Plan$44MMaurices Incorporated 401(k) Savings PlanMaurices Incorporated 401(k)…$44M401(k) Plan and Employees Trust of Oncology Hematology West, P. C.401(k) Plan and Employees Tr…$44M
End-of-year total assets ($M) among The Raymond Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN330782809
Plan Effective Date1989-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (The Raymond Group)

Sponsor-wide plan assets over time

All The Raymond Group plans reported in each filing year

Latest sponsor-wide plan assets
$45M 17.068061476340525% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $38.2M $44.7M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 141 $44M
2024 1 114 $45M

Nearby 401(k) Plans in California

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

The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Raymond Group 401(k) Retirement Savings Plan, Total assets ($B): 0.043949848 · Participants: 141The Raymond Group 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Raymond Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Advocates, Inc. 401(k) Plan in MA ($44M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Raymond Group 401(k) Retirement Savings Plan assets move in 2023? ▼
The Raymond Group 401(k) Retirement Savings Plan grew sharply - up 15.0% during 2023, from $38M to $44M. Reported net income was $6M.
How have The Raymond Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Raymond Group's sponsor-wide assets grew 17.1%, from $38M to $45M.
Where does The Raymond Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Raymond Group 401(k) Retirement Savings Plan ranks in the 84th 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 The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advocates, Inc. 401(k) Plan in MA ($44M, 1,707 participants).
Which 401(k) plans cover a similar participant headcount to The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleveland Hardware and Forging Co. Profit Sharing in WI (141 participants, $8M 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 330782809.

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.