Profit Sharing · DOL Form 5500 · 2024
Srbk Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $341,560
- Avg per participant High balance/head
Official DOL plan name: Srbk Investments Inc. Retirement Plan · Sponsored by Srbk Investments Inc. · New Jersey · Retail Trade
$3M in assets, 8 participants
Srbk Investments Inc.'s Srbk Investments Inc. Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,602 in Retail Trade (8,048 peers)
Srbk Investments Inc. multi-year trail
Srbk Investments Inc.'s plans moved -11.2% in assets from 2022 to 2024; this filing shows Srbk Investments Inc. Retirement Plan at $3M / 8 participants.
- #3,602
- in Retail Trade (8,048 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Srbk Investments Inc. Retirement Plan among the smaller filed plans by assets
Srbk Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,732,481 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Srbk Investments Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srbk Investments Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Srbk Investments Inc. Retirement Plan reported net income fell from -$84K in the plan year 2023 filing to -$261K in the plan year 2024 filing.
- Srbk Investments Inc. Retirement Plan reported participants rose from 5 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Srbk Investments Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 472133658 · Srbk Investments Inc. PY 2024 · Profit Sharing
Srbk Investments Inc. Retirement Plan · $3M · 8 · 33rd
- PCT $3M
- PCT 8
- PCT 33rd
- PCT Profit Sharing
- PCT near Mark Kaufman Pension and Profit Sharing Plan
- PCT ind #3602
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 Retail Trade retirement plans → · Plans in New Jersey →
Srbk Investments Inc. Retirement Plan in the asset neighbourhood
Srbk Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Srbk Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 11.211361645381073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 5 | $3M |
| 2024 | 1 | 8 | $3M |
Srbk Investments Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$261K |
| Employer EIN | 472133658 |
| Plan Effective Date | 2014-10-21 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Srbk Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Mark Kaufman Pension and Profit Sharing Plan in NY ($3M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.