401(k) · DOL Form 5500 · 2024
St. Joseph Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $619K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $77,422
- Avg per participant Below avg balance/head
Official DOL plan name: St. Joseph Group Retirement Plan and Trust · Sponsored by St. Joseph Group, Inc. · Virginia · Real Estate
$619K in assets, 8 participants
St. Joseph Group, Inc.'s St. Joseph Group Retirement Plan and Trust reported $619K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,535 in Real Estate (4,605 peers)
2024 asset change
St. Joseph Group Retirement Plan and Trust pulled back noticeably 14.2% in 2024 ($722K → $619K) for 8 participants.
- #1,535
- in Real Estate (4,605 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $102K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St. Joseph Group Retirement Plan and Trust among the smaller filed plans by assets
St. Joseph Group Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$619,376 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St. Joseph Group Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Joseph Group Retirement Plan and Trust is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St. Joseph Group Retirement Plan and Trust reported net income fell from $134K in the plan year 2023 filing to -$102K in the plan year 2024 filing.
- St. Joseph Group Retirement Plan and Trust reported participants rose from 5 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- St. Joseph Group Retirement Plan and Trust end-of-year assets fell from $722K in the plan year 2023 filing to $619K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 200303719 · St. Joseph Group, Inc. PY 2024 · 401(k)
St. Joseph Group Retirement Plan and Trust · $619K · 8 · 19th
- RANK $619K
- PHOTO 8
- IND 19th
- EOY 401(k)
- 5500 near Lock Family Holding Inc. Retirement Plan
- ASSETS ind #1535
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 Virginia →
St. Joseph Group Retirement Plan and Trust in the asset neighbourhood
St. Joseph Group, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All St. Joseph Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $619K 5.4287528319968406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $587K |
| 2023 | 1 | 5 | $722K |
| 2024 | 1 | 8 | $619K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $722K |
|---|---|
| Net Assets (End of Year) | $619K |
| Net Income | -$102K |
| Employer EIN | 200303719 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
St. Joseph Group Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Lock Family Holding Inc. Retirement Plan in TX ($619K); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($619K here).
- Lock Family Holding Inc. Retirement Plan (TX) $619K · 1
- Del Mar Deli 401(k) (NV) $620K · 71
- Telecare Corporation Gladman Mhrc of SEIU Local 250 Retirement Plan (CA) $619K · 33
- Sincere Care Agency 401(k) Plan (NY) $619K · 954
Similar participant headcount
Nearest other-state filings by covered participants (8 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.