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
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
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.
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 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
| 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 EIN | 472954813 |
| Plan Effective Date | 2015-01-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
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.