Profit Sharing · DOL Form 5500 · 2022
R & J Senior Advisors Inc. Profit Sharing Plan
Data updated 2026-08-25
- $63K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $62,839
- Avg per participant Low balance/head
Official DOL plan name: R & J Senior Advisors Inc. Retirement Plan · Sponsored by R & J Senior Advisors Inc. · Maryland · Healthcare & Social Assistance
$63K in assets, 1 participants
R & J Senior Advisors Inc.'s R & J Senior Advisors Inc. Retirement Plan reported $63K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #548 in Healthcare & Social Assistance (20,060 peers)
R & J Senior Advisors Inc. multi-year trail
R & J Senior Advisors Inc.'s plans moved +294.4% in assets from 2022 to 2024; this filing shows R & J Senior Advisors Inc. Retirement Plan at $63K / 1 participant.
- #548
- in Healthcare & Social Assistance (20,060 peers)
- -39.0%
- assets change YoY
The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R & J Senior Advisors Inc. Retirement Plan among the smaller filed plans by assets
R & J Senior Advisors Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$62,839 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
R & J Senior Advisors Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & J Senior Advisors Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 863532772 · R & J Senior Advisors Inc. PY 2022 · Profit Sharing
R & J Senior Advisors Inc. Retirement Plan · $63K · 1 · 4th
- PART $63K
- PART 1
- PART 4th
- PART Profit Sharing
- PART near El Monte Plastics, Inc. Employees' Profit Sharing Plan and Trust
- PART ind #548
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
R & J Senior Advisors Inc. Retirement Plan in the asset neighbourhood
R & J Senior Advisors Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R & J Senior Advisors Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $248K 294.44930695905407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $63K |
| 2023 | 1 | 1 | $147K |
| 2024 | 1 | 1 | $248K |
R & J Senior Advisors Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $103K |
|---|---|
| Net Assets (End of Year) | $63K |
| Net Income | -$40K |
| Employer EIN | 863532772 |
| Plan Effective Date | 2021-05-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.4B · 24,528
- Nfl Player Annuity Program $1.4B · 2,781
- Major League Baseball Players Investment Plan $928M · 4,122
- International Painters and Allied Trades Industry Annuity Plan $614M · 10,013
- Nfl Player Capital Accumulation Plan $460M · 2,732
R & J Senior Advisors Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is El Monte Plastics, Inc. Employees' Profit Sharing Plan and Trust in CA ($63K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.