401(k) · DOL Form 5500 · 2024
The Doherty Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 4,146
- Participants Above avg headcount
- 82nd
- Percentile by assets National rank
- $9,794
- Avg per participant Low balance/head
Official DOL plan name: Doherty Group, Inc. 401(k) and Retirement Savings Plan · Sponsored by The Doherty Group, Inc. · New Jersey · Food Services & Accommodation
$41M in assets, 4,146 participants
The Doherty Group, Inc.'s Doherty Group, Inc. 401(k) and Retirement Savings Plan reported $41M in total assets and 4,146 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #3,492 in Food Services & Accommodation (3,672 peers)
Coverage in New Jersey
Doherty Group, Inc. 401(k) and Retirement Savings Plan covers 4,146 participants in New Jersey, 4.9x the typical New Jersey plan (state average ~844 per filing). Assets: $41M.
- #3,492
- in Food Services & Accommodation (3,672 peers)
- +8.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Doherty Group, Inc. 401(k) and Retirement Savings Plan's outsized position by total assets
Doherty Group, Inc. 401(k) and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,606,875 Top 18% higher than 82% 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
Doherty Group, Inc. 401(k) and Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Doherty Group, Inc. 401(k) and Retirement Savings Plan lands in the large band (4,146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Doherty Group, Inc. 401(k) and Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Doherty Group, Inc. 401(k) and Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Doherty Group, Inc. 401(k) and Retirement Savings Plan reported participants rose from 4,004 in the plan year 2023 filing to 4,146 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223377320 · The Doherty Group, Inc. PY 2024 · 401(k)
Doherty Group, Inc. 401(k) and Retirement Savings Plan · $41M · 4,146 · 82nd
- PHOTO $41M
- IND 4,146
- EOY 82nd
- 5500 401(k)
- ASSETS near American Ambulance 401(k) Retirement Plan
- PCT ind #3492
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 Food Services & Accommodation retirement plans → · Plans in New Jersey →
Doherty Group, Inc. 401(k) and Retirement Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $3M |
| Employer EIN | 223377320 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Doherty Group, Inc.)
Sponsor-wide plan assets over time
All The Doherty Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 25.466379374644248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,866 | $32M |
| 2023 | 1 | 4,004 | $38M |
| 2024 | 1 | 4,146 | $41M |
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
Doherty Group, Inc. 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is American Ambulance 401(k) Retirement Plan in CA ($41M); by covered participants it is Sun Mar Healthcare 401(k) Plan in CA (4,148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,146 participants); asset peers above are excluded.
- Sun Mar Healthcare 401(k) Plan (CA) 4,148 · 2 off
- Associated Banc-Corp 401(k) and Employee Stock Ownership Plan (WI) 4,148 · 2 off
- Ali Group Retirement Plan (IL) 4,148 · 2 off
- Nch Healthcare System, Inc. 401(k) Plan (FL) 4,149 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.