401(k) · DOL Form 5500 · 2024

Systematic Financial Management, L.P. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
22
Participants Small participant base
68th
Percentile by assets National rank
$802,914
Avg per participant High balance/head
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Official DOL plan name: Systematic Financial Management, L.P. 401(k) Plan & Trust · Sponsored by Systematic Financial Management, L.P. · New Jersey · Finance & Insurance

$18M in assets, 22 participants

Systematic Financial Management, L.P.'s Systematic Financial Management, L.P. 401(k) Plan & Trust reported $18M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,459 in Finance & Insurance (8,549 peers)

Systematic Financial Management, L.P. multi-year trail

Systematic Financial Management, L.P.'s plans moved +16.0% in assets from 2023 to 2024; this filing shows Systematic Financial Management, L.P. 401(k) Plan & Trust at $18M / 22 participants.

#4,459
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY

Systematic Financial Management, L.P. 401(k) Plan & Trust's outsized position by total assets

Systematic Financial Management, L.P. 401(k) Plan & Trust vs every filed plan by assets

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

$17,664,101 Top 32% higher than 68% 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

Systematic Financial Management, L.P. 401(k) 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. Systematic Financial Management, L.P. 401(k) Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Systematic Financial Management, L.P. 401(k) Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Systematic Financial Management, L.P. 401(k) Plan & Trust end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Systematic Financial Management, L.P. 401(k) Plan & Trust reported participants rose from 20 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223367558 · Systematic Financial Management, L.P. PY 2024 · 401(k)

Systematic Financial Management, L.P. 401(k) Plan & Trust · $18M · 22 · 68th

  • PCT $18M
  • PCT 22
  • PCT 68th
  • PCT 401(k)
  • PCT near Anew Climate, LLC 401(k) Plan
  • PCT ind #4459

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Systematic Financial Management, L.P. 401(k) Plan & Trust in the asset neighbourhood

Nautilus International Holding Corporation 401(k) PlanNautilus International Holdi…$18MRobinson Mechanical Contractors 401(k) PlanRobinson Mechanical Contract…$18MSystematic Financial Management, L.P. 401(k) Plan & TrustSystematic Financial Managem…$18MAnew Climate, LLC 401(k) Plan$18MNetwork Adjusters, Incorporated 401(k) Profit Sharing Plan & TrustNetwork Adjusters, Incorpora…$18M
End-of-year total assets ($M) among Systematic Financial Management, L.P. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Systematic Financial Management, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Systematic Financial Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 16.04970609647063% vs 2023
2024 filing year
$14M$15M$16M$17M$18M 20232024 $15.2M $17.7M ▲ +16.0%
Year Plans Participants Total Assets
2023 1 20 $15M
2024 1 22 $18M

Systematic Financial Management, L.P. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN223367558
Plan Effective Date2023-02-21
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Systematic Financial Management, L.P. 401(k) Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Systematic Financial Management, L.P. 401(k) Plan & Trust, Total assets ($B): 0.017664101 · Participants: 22Systematic Financial Management, L.P. 401(k) 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
Systematic Financial Management, L.P. 401(k) Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Systematic Financial Management, L.P. 401(k) Plan & Trust side-by-side with 3 peers →

Systematic Financial Management, L.P. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Anew Climate, LLC 401(k) Plan in TX ($18M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Systematic Financial Management, L.P. 401(k) Plan & Trust assets move in 2024? ▼
Systematic Financial Management, L.P. 401(k) Plan & Trust grew sharply - up 16.0% during 2024, from $15M to $18M. Reported net income was $2M.
How have Systematic Financial Management, L.P. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Systematic Financial Management, L.P.'s sponsor-wide assets grew 16.0%, from $15M to $18M.
Which 401(k) plans are similar in size to Systematic Financial Management, L.P. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Anew Climate, LLC 401(k) Plan in TX ($18M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Systematic Financial Management, L.P. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 223367558.

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.