401(k) · DOL Form 5500 · 2024

5th Street Financial Corp 401(k) Plan

Data updated 2026-08-25

$96K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$96,384
Avg per participant Below avg balance/head
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Official DOL plan name: 5th Street Financial Corp 401(k) Plan · Sponsored by 5th Street Financial Corp · New Jersey · Real Estate

$96K in assets, 1 participants

5th Street Financial Corp's 5th Street Financial Corp 401(k) Plan reported $96K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 6th 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.

  • #386 in Real Estate (4,605 peers)

5th Street Financial Corp multi-year trail

5th Street Financial Corp's plans moved -44.6% in assets from 2022 to 2024; this filing shows 5th Street Financial Corp 401(k) Plan at $96K / 1 participant.

#386
in Real Estate (4,605 peers)
-40.6%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

5th Street Financial Corp 401(k) Plan among the smaller filed plans by assets

5th Street Financial Corp 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$96,384 6th percentile higher than 6% of 123,620 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 2024

5th Street Financial Corp 401(k) 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. 5th Street Financial Corp 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 5th Street Financial Corp 401(k) Plan reported net income fell from -$12K in the plan year 2023 filing to -$66K in the plan year 2024 filing.
  • 5th Street Financial Corp 401(k) Plan end-of-year assets fell from $162K in the plan year 2023 filing to $96K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472954813 · 5th Street Financial Corp PY 2024 · 401(k)

5th Street Financial Corp 401(k) Plan · $96K · 1 · 6th

  • BOOK $96K
  • VS-ST 1
  • BOY 6th
  • SCH 401(k)
  • EBSA near Wilhunt Enterprises Inc. 401(k) Plan
  • PART ind #386

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 New Jersey →

5th Street Financial Corp 401(k) Plan in the asset neighbourhood

5th Street Financial Corp 401(k) Plan5th Street Financial Corp 40…$96KWilhunt Enterprises Inc. 401(k) PlanWilhunt Enterprises Inc. 401…$96KJlaf Ninja Cleveland South East Inc. Retirement PlanJlaf Ninja Cleveland South E…$96KAmerican Little Bear Corp 401(k) PlanAmerican Little Bear Corp 40…$96KPrime Solutions Consulting, Inc. 401(k) Profit Sharing PlanPrime Solutions Consulting, …$96K
End-of-year total assets ($M) among 5th Street Financial Corp 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

5th Street Financial Corp multi-year asset trail

Sponsor-wide plan assets over time

All 5th Street Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$96K 44.60434962527013% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.17M $0.1M ▼ -41.2%
Year Plans Participants Total Assets
2022 1 1 $174K
2023 1 1 $162K
2024 2 2 $96K

5th Street Financial Corp filing trail (2024)

Total Assets (Beginning of Year)$162K
Net Assets (End of Year)$96K
Net Income-$66K
Employer EIN472954813
Plan Effective Date2015-01-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

5th Street Financial Corp 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants 5th Street Financial Corp 401(k) Plan, Total assets ($B): 0.000096384 · Participants: 15th Street Financial Corp 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
5th Street Financial Corp 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

5th Street Financial Corp 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Wilhunt Enterprises Inc. 401(k) Plan in CA ($96K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did 5th Street Financial Corp 401(k) Plan assets move in 2024?
5th Street Financial Corp 401(k) Plan contracted severely - down 40.6% during 2024, from $162K to $96K. Reported net income was -$66K.
How have 5th Street Financial Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), 5th Street Financial Corp's sponsor-wide assets declined 44.6%, from $174K to $96K.
Where does 5th Street Financial Corp 401(k) Plan rank by assets among Form 5500 filers?
5th Street Financial Corp 401(k) Plan ranks in the 6th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to 5th Street Financial Corp 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Wilhunt Enterprises Inc. 401(k) Plan in CA ($96K, 2 participants).
Which 401(k) plans cover a similar participant headcount to 5th Street Financial Corp 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).