401(k) · DOL Form 5500 · 2024

5812 Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
311
Participants Below avg headcount
36th
Percentile by assets National rank
$11,067
Avg per participant Low balance/head
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Official DOL plan name: 5812 Investment Group, LLC 401(k) Plan · Sponsored by 5812 Investment Group, LLC · Ohio · Real Estate

$3M in assets, 311 participants

5812 Investment Group, LLC's 5812 Investment Group, LLC 401(k) Plan reported $3M in total assets and 311 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,567 in Real Estate (4,605 peers)

Coverage in Ohio

5812 Investment Group, LLC 401(k) Plan covers 311 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#2,567
in Real Estate (4,605 peers)
+20.1%
assets growth YoY

5812 Investment Group, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

5812 Investment Group, LLC 401(k) Plan vs every filed plan by assets

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

$3,441,962 36th percentile higher than 36% 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

5812 Investment Group, LLC 401(k) 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. 5812 Investment Group, LLC 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 5812 Investment Group, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 5812 Investment Group, LLC 401(k) Plan reported net income fell from $713K in the plan year 2023 filing to $575K in the plan year 2024 filing.
  • 5812 Investment Group, LLC 401(k) Plan reported participants rose from 277 in the plan year 2023 filing to 311 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 834680113 · 5812 Investment Group, LLC PY 2024 · 401(k)

5812 Investment Group, LLC 401(k) Plan · $3M · 311 · 36th

  • RANK $3M
  • PHOTO 311
  • IND 36th
  • EOY 401(k)
  • 5500 near Pelican Bay Foundation, Inc. 401(k) Plan
  • ASSETS ind #2567

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 Real Estate retirement plans → · Plans in Ohio →

5812 Investment Group, LLC 401(k) Plan in the asset neighbourhood

5812 Investment Group, LLC 401(k) Plan5812 Investment Group, LLC 4…$3MPelican Bay Foundation, Inc. 401(k) PlanPelican Bay Foundation, Inc.…$3MMidwest Sterilization Corp 401(k) PlanMidwest Sterilization Corp 4…$3MHayman Capital Management, LP 401(k) PlanHayman Capital Management, L…$3MElchert Family Holdings, Inc. 401(k) Retirement PlanElchert Family Holdings, Inc…$3M
End-of-year total assets ($M) among 5812 Investment Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$575K
Employer EIN834680113
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (5812 Investment Group, LLC)

Sponsor-wide plan assets over time

All 5812 Investment Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 59.82045306487659% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.15M $3.44M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 239 $2M
2023 1 277 $3M
2024 1 311 $3M

Nearby 401(k) Plans in Ohio

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

5812 Investment Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants 5812 Investment Group, LLC 401(k) Plan, Total assets ($B): 0.003441962 · Participants: 3115812 Investment Group, LLC 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
5812 Investment Group, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare 5812 Investment Group, LLC 401(k) Plan side-by-side with 3 peers →

5812 Investment Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Pelican Bay Foundation, Inc. 401(k) Plan in FL ($3M); by covered participants it is Syscom, Inc. 401(k) Plan in CO (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 5812 Investment Group, LLC 401(k) Plan assets move in 2024? ▼
5812 Investment Group, LLC 401(k) Plan grew sharply - up 20.1% during 2024, from $3M to $3M. Reported net income was $575K.
How have 5812 Investment Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 5812 Investment Group, LLC's sponsor-wide assets grew 59.8%, from $2M to $3M.
Which 401(k) plans are similar in size to 5812 Investment Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pelican Bay Foundation, Inc. 401(k) Plan in FL ($3M, 215 participants).
Which 401(k) plans cover a similar participant headcount to 5812 Investment Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Syscom, Inc. 401(k) Plan in CO (311 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 834680113.

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.