401(k) · DOL Form 5500 · 2023

Prh Investments LLC Dba the Related Group 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
708
Participants Below avg headcount
81st
Percentile by assets National rank
$47,728
Avg per participant Low balance/head
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Official DOL plan name: The Related Group 401(k) Savings Plan · Sponsored by Prh Investments LLC Dba the Related Group · Florida · Real Estate

$34M in assets, 708 participants

Prh Investments LLC Dba the Related Group's The Related Group 401(k) Savings Plan reported $34M in total assets and 708 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,339 in Real Estate (4,727 peers)

Where The Related Group 401(k) Savings Plan sits by assets

The Related Group 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $34M for 708 participants (~$47,728/participant), up 26.1% in 2023.

#4,339
in Real Estate (4,727 peers)
+26.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$33,791,558 Top 19% higher than 81% 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 Related Group 401(k) 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 Related Group 401(k) Savings Plan sits mid-pack in the medium band (708 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Related Group 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Related Group 401(k) Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • The Related Group 401(k) Savings Plan reported participants rose from 596 in the plan year 2022 filing to 708 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263667573 · Prh Investments LLC Dba the Related Group PY 2023 · 401(k)

The Related Group 401(k) Savings Plan · $34M · 708 · 81st

  • TYPE $34M
  • TYPE 708
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Odfmc, Inc. 401(k) Plan
  • TYPE ind #4339

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 Florida →

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

Lake Charles Anesthesiology Apmc 401(k) Profit Sharing PlanLake Charles Anesthesiology …$34MThe Related Group 401(k) Savings PlanThe Related Group 401(k) Sav…$34MOdfmc, Inc. 401(k) Plan$34MThe Citizens National Bank of Meridian 401(k) Profit Sharing PlanThe Citizens National Bank o…$34MIntermountain Farmers Association Salary Investment Plan and TrustIntermountain Farmers Associ…$34M
End-of-year total assets ($M) among The Related Group 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN263667573
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prh Investments LLC Dba the Related Group)

Sponsor-wide plan assets over time

All Prh Investments LLC Dba the Related Group plans reported in each filing year

Latest sponsor-wide plan assets
$41M 51.14909032184111% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $26.8M $40.5M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 596 $27M
2023 1 708 $34M
2024 1 697 $41M

Nearby 401(k) Plans in Florida

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

The Related Group 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Related Group 401(k) Savings Plan, Total assets ($B): 0.033791558 · Participants: 708The Related Group 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
The Related Group 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Related Group 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Odfmc, Inc. 401(k) Plan in NY ($34M); by covered participants it is Lereta, LLC 401(k) Plan in CA (708 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (708 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 Related Group 401(k) Savings Plan assets move in 2023? ▼
The Related Group 401(k) Savings Plan grew sharply - up 26.1% during 2023, from $27M to $34M. Reported net income was $7M.
How have Prh Investments LLC Dba the Related Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Prh Investments LLC Dba the Related Group's sponsor-wide assets grew 51.1%, from $27M to $41M.
Where does The Related Group 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Related Group 401(k) Savings Plan ranks in the 81st 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 Related Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Odfmc, Inc. 401(k) Plan in NY ($34M, 380 participants).
Which 401(k) plans cover a similar participant headcount to The Related Group 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lereta, LLC 401(k) Plan in CA (708 participants, $32M 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 263667573.

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.