401(k) · DOL Form 5500 · 2024

Rmg Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
728
Participants Near avg headcount
73rd
Percentile by assets National rank
$31,515
Avg per participant Low balance/head
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Official DOL plan name: Reserve Management Group 401(k) Plan · Sponsored by Rmg Investment Group, LLC · Ohio · Wholesale Trade

$23M in assets, 728 participants

Rmg Investment Group, LLC's Reserve Management Group 401(k) Plan reported $23M in total assets and 728 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,249 in Wholesale Trade (6,080 peers)

Rmg Investment Group, LLC multi-year trail

Rmg Investment Group, LLC's plans moved +15.3% in assets from 2022 to 2024; this filing shows Reserve Management Group 401(k) Plan at $23M / 728 participants.

#4,249
in Wholesale Trade (6,080 peers)
-3.1%
assets change YoY

The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reserve Management Group 401(k) Plan's outsized position by total assets

Reserve Management Group 401(k) Plan vs every filed plan by assets

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

$22,942,634 Top 27% higher than 73% 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

Reserve Management Group 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. Reserve Management Group 401(k) Plan sits mid-pack in the medium band (728 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Reserve Management Group 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to -$722K in the plan year 2024 filing.
  • Reserve Management Group 401(k) Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452588798 · Rmg Investment Group, LLC PY 2024 · 401(k)

Reserve Management Group 401(k) Plan · $23M · 728 · 73rd

  • SCH $23M
  • SCH 728
  • SCH 73rd
  • SCH 401(k)
  • SCH near South Tahoe Group Pension Plan
  • SCH ind #4249

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 Wholesale Trade retirement plans → · Plans in Ohio →

Reserve Management Group 401(k) Plan in the asset neighbourhood

Reserve Management Group 401(k) PlanReserve Management Group 401…$23MSouth Tahoe Group Pension PlanSouth Tahoe Group Pension Pl…$23MMobile Obstetrics & Gynecology, PC 401(k) Profit Sharing PlanMobile Obstetrics & Gynecolo…$23MAlliance Bank Retirement Plan$23MSvs Vision, Inc. Non-Union Employees 401 K Profit Sharing Plan and TrustSvs Vision, Inc. Non-Union E…$23M
End-of-year total assets ($M) among Reserve Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rmg Investment Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$23M 15.251307165984773% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19.9M $22.9M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 774 $20M
2023 1 727 $24M
2024 1 728 $23M

Rmg Investment Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$23M
Net Income-$722K
Employer EIN452588798
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Reserve Management Group 401(k) Plan, Total assets ($B): 0.022942634 · Participants: 728Reserve Management Group 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
Reserve Management Group 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Reserve Management Group 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is South Tahoe Group Pension Plan in CA ($23M); by covered participants it is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (728 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 Reserve Management Group 401(k) Plan assets move in 2024? ▼
Reserve Management Group 401(k) Plan edged down modestly - down 3.1% during 2024, from $24M to $23M. Reported net income was -$722K.
How have Rmg Investment Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rmg Investment Group, LLC's sponsor-wide assets grew 15.3%, from $20M to $23M.
Which 401(k) plans are similar in size to Reserve Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Tahoe Group Pension Plan in CA ($23M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Reserve Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nan Mckay and Associates, Inc. 401(k) Profit Sharing Plan in CA (728 participants, $27M 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 452588798.

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.