401(k)
2024 plan-year 401(k) DOL Form 5500

Populus Group, LLC 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Populus Group LLC · Michigan · Administrative & Support Services

What the 2023 filing shows

Populus Group, LLC 401(k) Profit Sharing Plan and Trust holds $125M for 5,358 participants — about $23,248 per participant, up 14.0% over the 2024 plan year.

$125M
total plan assets (2024 EOY)
5,358
covered participants
$23,248
avg assets per participant
+14.0%
assets growth YoY
Total Assets (2023)
$125M
Participants
5,358
State
Industry
Administrative & Support Services

What the Filing Says About Populus Group, LLC 401(k) Profit Sharing Plan and Trust

Populus Group, LLC 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Populus Group LLC, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $125M in total end-of-year assets and covers 5,358 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 383659021, and the plan has been effective since 2002-11-13. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $109M at the beginning of 2024 to $125M at year-end — a gain of 14.0%. Net assets (after liabilities) closed the year at $125M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$109M
Total Assets (End of Year)$125M
Net Assets (End of Year)$125M
Net Income$15M
Plan Type401(k)
Employer EIN383659021
Plan Effective Date2002-11-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Populus Group LLC)

Year Plans Participants Total Assets
2022 1 6,914 $87M
2023 1 5,764 $109M
2024 1 5,358 $125M

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Frequently Asked Questions

How much money is in the Populus Group, LLC 401(k) Profit Sharing Plan and Trust?
As of the 2024 Form 5500 filing, Populus Group, LLC 401(k) Profit Sharing Plan and Trust holds $125M in total assets with 5,358 participants. It is sponsored by Populus Group LLC.
What type of plan is Populus Group, LLC 401(k) Profit Sharing Plan and Trust?
Populus Group, LLC 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2002-11-13. The plan is filed with the U.S. Department of Labor under EIN 383659021.
Who sponsors the Populus Group, LLC 401(k) Profit Sharing Plan and Trust?
Populus Group, LLC 401(k) Profit Sharing Plan and Trust is sponsored by Populus Group LLC, located in Michigan. The sponsor's EIN is 383659021 and the plan operates in the Administrative & Support Services industry.
How did Populus Group, LLC 401(k) Profit Sharing Plan and Trust perform in 2024?
Populus Group, LLC 401(k) Profit Sharing Plan and Trust grew by 14.0% during 2024, moving from $109M to $125M in total assets. Net income was $15M.
Where can I find official filings for Populus Group, LLC 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Populus Group, LLC 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383659021 or plan name at efast.dol.gov.
How does Populus Group, LLC 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Populus Group, LLC 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 383659021.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.