401(k) · DOL Form 5500 · 2024

Sares-Regis Operating Company, LP 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
1,059
Participants Near avg headcount
90th
Percentile by assets National rank
$86,434
Avg per participant Below avg balance/head
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Official DOL plan name: Sares Regis Group 401(k) Plan · Sponsored by Sares-Regis Operating Company, LP · California · Real Estate

$92M in assets, 1,059 participants

Sares-Regis Operating Company, LP's Sares Regis Group 401(k) Plan reported $92M in total assets and 1,059 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,447 in Real Estate (4,605 peers)

Where Sares Regis Group 401(k) Plan sits by assets

Sares Regis Group 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 1,059 participants (~$86,434/participant), up 18.6% in 2024.

#4,447
in Real Estate (4,605 peers)
+18.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sares Regis Group 401(k) Plan's outsized position by total assets

Sares Regis Group 401(k) Plan vs every filed plan by assets

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

$91,533,927 Top 10% higher than 90% 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

Sares Regis Group 401(k) 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. Sares Regis Group 401(k) Plan lands in the large band (1,059 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sares Regis Group 401(k) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • Sares Regis Group 401(k) Plan reported participants rose from 919 in the plan year 2023 filing to 1,059 in the plan year 2024 filing.
  • Sares Regis Group 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330550001 · Sares-Regis Operating Company, LP PY 2024 · 401(k)

Sares Regis Group 401(k) Plan · $92M · 1,059 · 90th

  • EIN $92M
  • RANK 1,059
  • PHOTO 90th
  • IND 401(k)
  • EOY near Formica Corporation 401(k) Retirement Savings Plan
  • 5500 ind #4447

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 →

Sares Regis Group 401(k) Plan in the asset neighbourhood

Salary Investment Plan of Mutual of Enumclaw Insurance CompanySalary Investment Plan of Mu…$92MHolcim (US) Inc. Union 401(k) PlanHolcim (US) Inc. Union 401(k…$92MSares Regis Group 401(k) Plan$92MFormica Corporation 401(k) Retirement Savings PlanFormica Corporation 401(k) R…$92MRsp Architects, Ltd. Retirement Savings Plan and TrustRsp Architects, Ltd. Retirem…$92M
End-of-year total assets ($M) among Sares Regis Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$92M
Net Income$14M
Employer EIN330550001
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sares-Regis Operating Company, LP)

Sponsor-wide plan assets over time

All Sares-Regis Operating Company, LP plans reported in each filing year

Latest sponsor-wide plan assets
$92M 46.534274502039366% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $62.5M $91.5M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 1,014 $62M
2023 1 919 $77M
2024 1 1,059 $92M

Nearby 401(k) Plans in California

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

Sares Regis Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sares Regis Group 401(k) Plan, Total assets ($B): 0.091533927 · Participants: 1059Sares Regis Group 401(k) 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
Sares Regis Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sares Regis Group 401(k) Plan side-by-side with 3 peers →

Sares Regis Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Formica Corporation 401(k) Retirement Savings Plan in OH ($92M); by covered participants it is Merz North America 401(k) Plan in NC (1,059 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,059 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 Sares Regis Group 401(k) Plan assets move in 2024? ▼
Sares Regis Group 401(k) Plan grew sharply - up 18.6% during 2024, from $77M to $92M. Reported net income was $14M.
How have Sares-Regis Operating Company, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sares-Regis Operating Company, LP's sponsor-wide assets grew 46.5%, from $62M to $92M.
Where does Sares Regis Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Sares Regis Group 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sares Regis Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Formica Corporation 401(k) Retirement Savings Plan in OH ($92M, 522 participants).
Which 401(k) plans cover a similar participant headcount to Sares Regis Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merz North America 401(k) Plan in NC (1,059 participants, $237M 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 330550001.

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.