401(k) · DOL Form 5500 · 2024

Srg Operating, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,999
Participants Near avg headcount
81st
Percentile by assets National rank
$20,080
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Senior Resource Group 401(k) Retirement Plan · Sponsored by Srg Operating, Inc. · California · Real Estate

$40M in assets, 1,999 participants

Srg Operating, Inc.'s Senior Resource Group 401(k) Retirement Plan reported $40M in total assets and 1,999 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,228 in Real Estate (4,605 peers)

Coverage in California

Senior Resource Group 401(k) Retirement Plan covers 1,999 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $40M.

#4,228
in Real Estate (4,605 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Senior Resource Group 401(k) Retirement Plan's outsized position by total assets

Senior Resource Group 401(k) Retirement Plan vs every filed plan by assets

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

$40,140,470 Top 19% higher than 81% 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

Senior Resource Group 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Resource Group 401(k) Retirement Plan lands in the large band (1,999 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Senior Resource Group 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Senior Resource Group 401(k) Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Senior Resource Group 401(k) Retirement Plan reported participants rose from 1,870 in the plan year 2023 filing to 1,999 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 912160583 · Srg Operating, Inc. PY 2024 · 401(k)

Senior Resource Group 401(k) Retirement Plan · $40M · 1,999 · 81st

  • NET $40M
  • BOOK 1,999
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Lynch 401(k) Retirement Plan
  • EBSA ind #4228

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 California →

Senior Resource Group 401(k) Retirement Plan in the asset neighbourhood

Detroit Brewers and Distributors 401(k) Plan and Trust AgreementDetroit Brewers and Distribu…$40MSenior Resource Group 401(k) Retirement PlanSenior Resource Group 401(k)…$40MLynch 401(k) Retirement Plan$40MAutodie LLC 401(k) Plan$40MKoa Speer Electronics 401(k) Pension PlanKoa Speer Electronics 401(k)…$40M
End-of-year total assets ($M) among Senior Resource Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN912160583
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Srg Operating, Inc.)

Sponsor-wide plan assets over time

All Srg Operating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 41.95199101250015% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $40.1M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 2,691 $28M
2023 1 1,870 $34M
2024 1 1,999 $40M

Nearby 401(k) Plans in California

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

Senior Resource Group 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Senior Resource Group 401(k) Retirement Plan, Total assets ($B): 0.04014047 · Participants: 1999Senior Resource Group 401(k) Retirement 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
Senior Resource Group 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Senior Resource Group 401(k) Retirement Plan side-by-side with 3 peers →

Senior Resource Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lynch 401(k) Retirement Plan in RI ($40M); by covered participants it is Dp Fox Holdings 401(k) Plan in MI (1,999 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,999 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 Senior Resource Group 401(k) Retirement Plan assets move in 2024? ▼
Senior Resource Group 401(k) Retirement Plan grew sharply - up 18.2% during 2024, from $34M to $40M. Reported net income was $6M.
How have Srg Operating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Srg Operating, Inc.'s sponsor-wide assets grew 42.0%, from $28M to $40M.
Where does Senior Resource Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Senior Resource Group 401(k) Retirement Plan ranks in the 81st 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 Senior Resource Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lynch 401(k) Retirement Plan in RI ($40M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Senior Resource Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dp Fox Holdings 401(k) Plan in MI (1,999 participants, $113M 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 912160583.

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.