401(k) · DOL Form 5500 · 2024

The Raymond Group 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
114
Participants Small participant base
83rd
Percentile by assets National rank
$392,427
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Raymond Group 401(k) Retirement Savings Plan · Sponsored by The Raymond Group · California · Construction

$45M in assets, 114 participants

The Raymond Group's The Raymond Group 401(k) Retirement Savings Plan reported $45M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,337 in Construction (9,039 peers)

Coverage in California

The Raymond Group 401(k) Retirement Savings Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $45M.

#7,337
in Construction (9,039 peers)
+1.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Raymond Group 401(k) Retirement Savings Plan's outsized position by total assets

The Raymond Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$44,736,677 Top 17% higher than 83% 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

The Raymond Group 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Raymond Group 401(k) Retirement Savings Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Raymond Group 401(k) Retirement Savings Plan reported net income fell from $6M in the plan year 2023 filing to $787K in the plan year 2024 filing.
  • The Raymond Group 401(k) Retirement Savings Plan reported participants fell from 141 in the plan year 2023 filing to 114 in the plan year 2024 filing.
  • The Raymond Group 401(k) Retirement Savings Plan end-of-year assets rose from $44M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330782809 · The Raymond Group PY 2024 · 401(k)

The Raymond Group 401(k) Retirement Savings Plan · $45M · 114 · 83rd

  • EOY $45M
  • EOY 114
  • EOY 83rd
  • EOY 401(k)
  • EOY near Sanimax 401(k) Plan
  • EOY ind #7337

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 Construction retirement plans → · Plans in California →

The Raymond Group 401(k) Retirement Savings Plan in the asset neighbourhood

Culp Inc Employees Ret Builder PlanCulp Inc Employees Ret Build…$45MThe Raymond Group 401(k) Retirement Savings PlanThe Raymond Group 401(k) Ret…$45MGates Ventures, LLC 401(k) PlanGates Ventures, LLC 401(k) P…$45MSanimax 401(k) Plan$45MGutchess Companies 401(k) Savings PlanGutchess Companies 401(k) Sa…$45M
End-of-year total assets ($M) among The Raymond Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$45M
Net Income$787K
Employer EIN330782809
Plan Effective Date1989-08-19
Filing StatusFILING RECEIVED

Sponsor Plan History (The Raymond Group)

Sponsor-wide plan assets over time

All The Raymond Group plans reported in each filing year

Latest sponsor-wide plan assets
$45M 17.068061476340525% vs 2022
2024 filing year
$36M$38M$40M$42M$44M$46M 202220232024 $38.2M $44.7M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 128 $38M
2023 1 141 $44M
2024 1 114 $45M

Nearby 401(k) Plans in California

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

The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Raymond Group 401(k) Retirement Savings Plan, Total assets ($B): 0.044736677 · Participants: 114The Raymond Group 401(k) Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Raymond Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Raymond Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

The Raymond Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sanimax 401(k) Plan in WI ($45M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 The Raymond Group 401(k) Retirement Savings Plan assets move in 2024? ▼
The Raymond Group 401(k) Retirement Savings Plan edged up modestly - up 1.8% during 2024, from $44M to $45M. Reported net income was $787K.
How have The Raymond Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Raymond Group's sponsor-wide assets grew 17.1%, from $38M to $45M.
Where does The Raymond Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Raymond Group 401(k) Retirement Savings Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sanimax 401(k) Plan in WI ($45M, 354 participants).
Which 401(k) plans cover a similar participant headcount to The Raymond Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 330782809.

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.