401(k) · DOL Form 5500 · 2024
Srf Consulting Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 397
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $255,769
- Avg per participant Above avg balance/head
Official DOL plan name: Srf Consulting, Inc. Profit Sharing Plan · Sponsored by Srf Consulting Group, Inc. · Minnesota · Professional & Technical Services
$102M in assets, 397 participants
Srf Consulting Group, Inc.'s Srf Consulting, Inc. Profit Sharing Plan reported $102M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,492 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
Srf Consulting, Inc. Profit Sharing Plan covers 397 participants in Minnesota, about 35% of the average Minnesota filer (state average ~1,126 per filing). Assets: $102M.
- #18,492
- in Professional & Technical Services (20,173 peers)
- +12.8%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Srf Consulting, Inc. Profit Sharing Plan's outsized position by total assets
Srf Consulting, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,540,447 Top 9% higher than 91% 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
Srf Consulting, Inc. Profit Sharing 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. Srf Consulting, Inc. Profit Sharing Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Srf Consulting, Inc. Profit Sharing Plan reported net income fell from $17M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Srf Consulting, Inc. Profit Sharing Plan reported participants rose from 340 in the plan year 2023 filing to 397 in the plan year 2024 filing.
- Srf Consulting, Inc. Profit Sharing Plan end-of-year assets rose from $90M in the plan year 2023 filing to $102M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 410847319 · Srf Consulting Group, Inc. PY 2024 · 401(k)
Srf Consulting, Inc. Profit Sharing Plan · $102M · 397 · 91st
- PART $102M
- TYPE 397
- NET 91st
- BOOK 401(k)
- VS-ST near Koch Meat Co., Inc. 401(k) Plan
- BOY ind #18492
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
Srf Consulting, Inc. Profit Sharing Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $12M |
| Employer EIN | 410847319 |
| Plan Effective Date | 1969-05-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Srf Consulting Group, Inc.)
Sponsor-wide plan assets over time
All Srf Consulting Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $178M 39.54602219955968% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 690 | $128M |
| 2023 | 2 | 697 | $156M |
| 2024 | 2 | 792 | $178M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Srf Consulting, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Koch Meat Co., Inc. 401(k) Plan in IL ($102M); by covered participants it is Lubbock Heart Hospital, LP 401(k) Plan in TX (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Koch Meat Co., Inc. 401(k) Plan (IL) $102M · 6,818
- Atrium Hospitality LP 401(k) Plan (GA) $102M · 6,141
- The Perryman Company New Comparability Profit Sharing Plan (PA) $102M · 549
- A. M. Castle & Co. 401(k) Savings and Retirement Plan (IL) $102M · 453
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Lubbock Heart Hospital, LP 401(k) Plan (TX) 397 · 0 off
- Calamos Profit Sharing 401(k) Plan (IL) 397 · 0 off
- W K & O/High Cascade 401(k) Plan (WA) 397 · 0 off
- Bush Industries, Inc. 401(k) Retirement Plan (NY) 397 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.