401(k) · DOL Form 5500 · 2023

Srf Consulting Group, Inc. 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
340
Participants
91st
Percentile by assets
$264,715
Avg per participant
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Official DOL plan name: Srf Consulting, Inc. Profit Sharing Plan · Sponsored by Srf Consulting Group, Inc. · Minnesota · Professional & Technical Services

$90M in assets, 340 participants

Srf Consulting Group, Inc.'s Srf Consulting, Inc. Profit Sharing Plan reported $90M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #18,642 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Srf Consulting, Inc. Profit Sharing Plan covers 340 participants in Minnesota, about 30% of the average Minnesota filer (state average ~1,126 per filing). Assets: $90M.

$90M
total plan assets (2023 EOY)
340
covered participants
91st
percentile by assets (of 127,072 plans)
$264,715
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Srf Consulting, Inc. Profit Sharing Plan reported net income rose from $11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Srf Consulting, Inc. Profit Sharing Plan end-of-year assets rose from $73M in the plan year 2022 filing to $90M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Srf Consulting, Inc. Profit Sharing Plan reports 340 participants - about 30% of that state average ($90M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$90M
Net Income$17M
Employer EIN410847319
Plan Effective Date1969-05-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Srf Consulting Group, Inc.)

$120M$140M$160M$180M$200M 202220232024 $128M $178M ▲ +39.5%
Total plan assets by year, all Srf Consulting Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 690 $128M
2023 2 697 $156M
2024 2 792 $178M

Nearby 401(k) Plans in Minnesota

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

Srf Consulting, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Srf Consulting, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Srf Consulting, Inc.…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Srf Consulting, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Srf Consulting, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Srf Consulting, Inc. Profit Sharing Plan assets move in 2023?
Srf Consulting, Inc. Profit Sharing Plan grew sharply - up 24.1% during 2023, from $73M to $90M. Reported net income was $17M.
How have Srf Consulting Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Srf Consulting Group, Inc.'s sponsor-wide assets grew 39.5%, from $128M to $178M.
Where does Srf Consulting, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Srf Consulting, Inc. Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Srf Consulting, Inc. Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Canal Barge Company, Inc. Employees' 401(k) Savings Plan in LA ($90M, 911 participants).

Next read for Srf Consulting, Inc. Profit Sharing Plan

Filing takeaways

Ways to act on Srf Consulting, Inc. Profit Sharing Plan's numbers.