Profit Sharing · DOL Form 5500 · 2022

Rfy Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$289,444
Avg per participant High balance/head
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Official DOL plan name: Rfy Incorporated, Retirement Plan · Sponsored by Rfy Incorporated · Wisconsin · Retail Trade

$2M in assets, 6 participants

Rfy Incorporated's Rfy Incorporated, Retirement Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,944 in Retail Trade (9,519 peers)

Rfy Incorporated multi-year trail

Rfy Incorporated's plans moved -62.2% in assets from 2022 to 2024; this filing shows Rfy Incorporated, Retirement Plan at $2M / 6 participants.

#3,944
in Retail Trade (9,519 peers)
+36.9%
assets growth YoY

Rfy Incorporated, Retirement Plan among the smaller filed plans by assets

Rfy Incorporated, Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,736,662 32nd percentile higher than 32% of 139,123 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 2022

Rfy Incorporated, 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. Rfy Incorporated, Retirement Plan is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 822248308 · Rfy Incorporated PY 2022 · Profit Sharing

Rfy Incorporated, Retirement Plan · $2M · 6 · 32nd

  • VS-ST $2M
  • VS-ST 6
  • VS-ST 32nd
  • VS-ST Profit Sharing
  • VS-ST near John S. Maisel Profit Sharing Plan
  • VS-ST ind #3944

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 Retail Trade retirement plans → · Plans in Wisconsin →

Rfy Incorporated, Retirement Plan in the asset neighbourhood

Rfy Incorporated, Retirement PlanRfy Incorporated, Retirement…$2MJohn S. Maisel Profit Sharing PlanJohn S. Maisel Profit Sharin…$2MMark H. Steffensen, M.D., P.C. Profit Sharing PlanMark H. Steffensen, M.D., P.…$2MG. Cronin & Sons, Inc. Profit Sharing PlanG. Cronin & Sons, Inc. Profi…$2M101 Gordon Investment Group Inc. Retirement Plan101 Gordon Investment Group …$2M
End-of-year total assets ($M) among Rfy Incorporated, Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Rfy Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Rfy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$656K 62.22166431925154% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.74M $0.66M ▼ -62.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 10 $2M
2024 1 7 $656K

Rfy Incorporated filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$469K
Employer EIN822248308
Plan Effective Date2017-07-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rfy Incorporated, Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Rfy Incorporated, Retirement Plan, Total assets ($B): 0.001736662 · Participants: 6Rfy Incorporated, Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Rfy Incorporated, Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Rfy Incorporated, Retirement Plan side-by-side with 3 peers →

Rfy Incorporated, Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is John S. Maisel Profit Sharing Plan in TX ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); 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.

Frequently Asked Questions

How did Rfy Incorporated, Retirement Plan assets move in 2022? ▼
Rfy Incorporated, Retirement Plan surged - up 36.9% during 2022, from $1M to $2M. Reported net income was $469K.
How have Rfy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfy Incorporated's sponsor-wide assets declined 62.2%, from $2M to $656K.
Which Profit Sharing plans are similar in size to Rfy Incorporated, Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John S. Maisel Profit Sharing Plan in TX ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rfy Incorporated, Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822248308.

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.