401(k) · DOL Form 5500 · 2023
Msr Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $694K
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $28,927
- Avg per participant Low balance/head
Official DOL plan name: Msr Group, Inc. Retirement Plan · Sponsored by Msr Group, Inc. · Texas · Other Services
$694K in assets, 24 participants
Msr Group, Inc.'s Msr Group, Inc. Retirement Plan reported $694K in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,397 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Msr Group, Inc. Retirement Plan ranks #3,397 of 7,857 2023 filers by assets (2891% of the sector average)-$694K for 24 participants.
- #3,397
- in Other Services (7,857 peers)
- +23.4%
- assets growth YoY
Msr Group, Inc. Retirement Plan among the smaller filed plans by assets
Msr Group, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$694,247 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Msr Group, Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Msr Group, Inc. Retirement Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Msr Group, Inc. Retirement Plan reported net income rose from -$117K in the plan year 2022 filing to $131K in the plan year 2023 filing.
- Msr Group, Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 24 in the plan year 2023 filing.
- Msr Group, Inc. Retirement Plan end-of-year assets rose from $563K in the plan year 2022 filing to $694K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 611738289 · Msr Group, Inc. PY 2023 · 401(k)
Msr Group, Inc. Retirement Plan · $694K · 24 · 21st
- IND $694K
- EOY 24
- 5500 21st
- ASSETS 401(k)
- PCT near Edward K Duckworth Profit Sharing Plan
- EIN ind #3397
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 Other Services retirement plans → · Plans in Texas →
Msr Group, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $563K |
|---|---|
| Net Assets (End of Year) | $694K |
| Net Income | $131K |
| Employer EIN | 611738289 |
| Plan Effective Date | 2014-05-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Msr Group, Inc.)
Sponsor-wide plan assets over time
All Msr Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $913K 62.230865175846006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $563K |
| 2023 | 1 | 24 | $694K |
| 2024 | 1 | 30 | $913K |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Msr Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Edward K Duckworth Profit Sharing Plan in MT ($694K); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($694K here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.