401(k) · DOL Form 5500 · 2024

Shri Ram Group Management LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
73
Participants Small participant base
23rd
Percentile by assets National rank
$13,864
Avg per participant Low balance/head
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Official DOL plan name: Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Shri Ram Group Management LLC · New Jersey · Retail Trade

$1M in assets, 73 participants

Shri Ram Group Management LLC's Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,860 in Retail Trade (8,048 peers)

Shri Ram Group Management LLC multi-year trail

Shri Ram Group Management LLC's plans moved +68.8% in assets from 2022 to 2024; this filing shows Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust at $1M / 73 participants.

#2,860
in Retail Trade (8,048 peers)
+17.5%
assets growth YoY

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,012,098 23rd percentile higher than 23% 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

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $262K in the plan year 2023 filing to $151K in the plan year 2024 filing.
  • Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $861K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 80 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 261480706 · Shri Ram Group Management LLC PY 2024 · 401(k)

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust · $1M · 73 · 23rd

  • BOY $1M
  • SCH 73
  • EBSA 23rd
  • PART 401(k)
  • TYPE near H. R. Curry Company, Inc. 401(k) Profit Sharing Plan
  • NET ind #2860

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 →

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & TrustShri Ram Group Management LL…$1MH. R. Curry Company, Inc. 401(k) Profit Sharing PlanH. R. Curry Company, Inc. 40…$1MGoodwill Industries of Ventura and Santa Barbara 401(k) PlanGoodwill Industries of Ventu…$1MMuse Enterprises, Inc. 401(k) Profit Sharing PlanMuse Enterprises, Inc. 401(k…$1MSoutheast Lawn Care, Inc. - Pension Transfer Trust PlanSoutheast Lawn Care, Inc. - …$1M
End-of-year total assets ($M) among Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shri Ram Group Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shri Ram Group Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 68.82284158711465% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.6M $1.01M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 77 $600K
2023 1 80 $861K
2024 1 73 $1M

Shri Ram Group Management LLC filing trail (2024)

Total Assets (Beginning of Year)$861K
Net Assets (End of Year)$1M
Net Income$151K
Employer EIN261480706
Plan Effective Date2014-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001012098 · Participants: 73Shri Ram Group Management LLC 401(k) Profit Sharing Plan & TrustJPMorgan 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
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is H. R. Curry Company, Inc. 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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.

Frequently Asked Questions

How did Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.5% during 2024, from $861K to $1M. Reported net income was $151K.
How have Shri Ram Group Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shri Ram Group Management LLC's sponsor-wide assets grew 68.8%, from $600K to $1M.
Where does Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust ranks in the 23rd 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 Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is H. R. Curry Company, Inc. 401(k) Profit Sharing Plan in PA ($1M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261480706.

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.