401(k) · DOL Form 5500 · 2024

The Silverfern Group Mgmt, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$177,059
Avg per participant Above avg balance/head
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Official DOL plan name: The Silverfern Group Mgmt, LLC 401(k) Plan · Sponsored by The Silverfern Group Mgmt, LLC · New York · Finance & Insurance

$1M in assets, 6 participants

The Silverfern Group Mgmt, LLC's The Silverfern Group Mgmt, LLC 401(k) Plan reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,170 in Finance & Insurance (8,549 peers)

The Silverfern Group Mgmt, LLC multi-year trail

The Silverfern Group Mgmt, LLC's plans moved +16.5% in assets from 2022 to 2024; this filing shows The Silverfern Group Mgmt, LLC 401(k) Plan at $1M / 6 participants.

#1,170
in Finance & Insurance (8,549 peers)
+28.9%
assets growth YoY

The Silverfern Group Mgmt, LLC 401(k) Plan among the smaller filed plans by assets

The Silverfern Group Mgmt, LLC 401(k) Plan vs every filed plan by assets

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

$1,062,354 24th percentile higher than 24% 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 Silverfern Group Mgmt, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Silverfern Group Mgmt, LLC 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Silverfern Group Mgmt, LLC 401(k) Plan reported net income rose from -$88K in the plan year 2023 filing to $238K in the plan year 2024 filing.
  • The Silverfern Group Mgmt, LLC 401(k) Plan end-of-year assets rose from $824K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Silverfern Group Mgmt, LLC 401(k) Plan reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262243631 · The Silverfern Group Mgmt, LLC PY 2024 · 401(k)

The Silverfern Group Mgmt, LLC 401(k) Plan · $1M · 6 · 24th

  • EIN $1M
  • RANK 6
  • PHOTO 24th
  • IND 401(k)
  • EOY near Law Office of Alexis Gonzalez, P.a. 401(k) Profit Sharing Plan
  • 5500 ind #1170

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 York →

The Silverfern Group Mgmt, LLC 401(k) Plan in the asset neighbourhood

The Silverfern Group Mgmt, LLC 401(k) PlanThe Silverfern Group Mgmt, L…$1MLaw Office of Alexis Gonzalez, P.a. 401(k) Profit Sharing PlanLaw Office of Alexis Gonzale…$1MNetwork Orange, Inc. 401(k) PlanNetwork Orange, Inc. 401(k) …$1MStudio Booth 401(k) Retirement Savings PlanStudio Booth 401(k) Retireme…$1MCassidy Construction Services, Inc. 401(k)/ Profit Sharing PlanCassidy Construction Service…$1M
End-of-year total assets ($M) among The Silverfern Group Mgmt, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Silverfern Group Mgmt, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Silverfern Group Mgmt, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 16.539853880076354% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.91M $1.06M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 8 $912K
2023 1 8 $824K
2024 1 6 $1M

The Silverfern Group Mgmt, LLC filing trail (2024)

Total Assets (Beginning of Year)$824K
Net Assets (End of Year)$1M
Net Income$238K
Employer EIN262243631
Plan Effective Date2012-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Silverfern Group Mgmt, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Silverfern Group Mgmt, LLC 401(k) Plan, Total assets ($B): 0.001062354 · Participants: 6The Silverfern Group Mgmt, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Silverfern Group Mgmt, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Silverfern Group Mgmt, LLC 401(k) Plan side-by-side with 3 peers →

The Silverfern Group Mgmt, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Law Office of Alexis Gonzalez, P.a. 401(k) Profit Sharing Plan in FL ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Silverfern Group Mgmt, LLC 401(k) Plan assets move in 2024? ▼
The Silverfern Group Mgmt, LLC 401(k) Plan grew sharply - up 28.9% during 2024, from $824K to $1M. Reported net income was $238K.
How have The Silverfern Group Mgmt, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Silverfern Group Mgmt, LLC's sponsor-wide assets grew 16.5%, from $912K to $1M.
Where does The Silverfern Group Mgmt, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Silverfern Group Mgmt, LLC 401(k) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The Silverfern Group Mgmt, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Law Office of Alexis Gonzalez, P.a. 401(k) Profit Sharing Plan in FL ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to The Silverfern Group Mgmt, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 262243631.

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.