Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

The Related Group 401(k) Savings Plan

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

Sponsored by Prh Investments LLC Dba the Related Group · Florida · Real Estate

What the 2023 filing shows

The Related Group 401(k) Savings Plan holds $41M for 697 participants — about $58,117 per participant, up 19.9% over the 2024 plan year.

$41M
total plan assets (2024 EOY)
697
covered participants
$58,117
avg assets per participant
+19.9%
assets growth YoY
Total Assets (2023)
$41M
Participants
697
State
Industry
Real Estate

What the Filing Says About The Related Group 401(k) Savings Plan

The Related Group 401(k) Savings Plan is a Profit Sharing retirement plan sponsored by Prh Investments LLC Dba the Related Group, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 697 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 263667573, and the plan has been effective since 2013-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2024 to $41M at year-end — a gain of 19.9%. Net assets (after liabilities) closed the year at $41M, with reported net income of $7M 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)$34M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$7M
Plan TypeProfit Sharing
Employer EIN263667573
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Prh Investments LLC Dba the Related Group)

Year Plans Participants Total Assets
2022 1 596 $27M
2023 1 708 $34M
2024 1 697 $41M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the The Related Group 401(k) Savings Plan?
As of the 2024 Form 5500 filing, The Related Group 401(k) Savings Plan holds $41M in total assets with 697 participants. It is sponsored by Prh Investments LLC Dba the Related Group.
What type of plan is The Related Group 401(k) Savings Plan?
The Related Group 401(k) Savings Plan is a Profit Sharing plan. It has been effective since 2013-03-01. The plan is filed with the U.S. Department of Labor under EIN 263667573.
Who sponsors the The Related Group 401(k) Savings Plan?
The Related Group 401(k) Savings Plan is sponsored by Prh Investments LLC Dba the Related Group, located in Florida. The sponsor's EIN is 263667573 and the plan operates in the Real Estate industry.
How did The Related Group 401(k) Savings Plan perform in 2024?
The Related Group 401(k) Savings Plan grew by 19.9% during 2024, moving from $34M to $41M in total assets. Net income was $7M.
Where can I find official filings for The Related Group 401(k) Savings Plan?
Official Form 5500 filings for The Related Group 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263667573 or plan name at efast.dol.gov.
How does The Related Group 401(k) Savings Plan compare to other plans?
You can compare The Related Group 401(k) Savings Plan against other Profit Sharing plans on the plan type page, or view plans in Florida 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 263667573.

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.