401(k) · DOL Form 5500 · 2022
Rtr Financial Services Inc 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 238
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $20,099
- Avg per participant Low balance/head
Official DOL plan name: Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Rtr Financial Services Inc · New York · Information & Media
$5M in assets, 238 participants
Rtr Financial Services Inc's Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #981 in Information & Media (2,911 peers)
Coverage in New York
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust covers 238 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #981
- in Information & Media (2,911 peers)
- -7.1%
- assets change YoY
The plan reported a net loss of $367K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Information & Media and all filers
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,783,524 Top 50% higher than 50% 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
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (238 participants).
Form 5500 schedule snapshot
Filing strip 134032618 · Rtr Financial Services Inc PY 2022 · 401(k)
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · $5M · 238 · 50th
- NET $5M
- NET 238
- NET 50th
- NET 401(k)
- NET near Utility Tri-State 401(k) Plan
- NET ind #981
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 Information & Media retirement plans → · Plans in New York →
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$367K |
| Employer EIN | 134032618 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rtr Financial Services Inc)
Sponsor-wide plan assets over time
All Rtr Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 76.33267858591282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $5M |
| 2023 | 1 | 228 | $7M |
| 2024 | 1 | 287 | $8M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Utility Tri-State 401(k) Plan in OK ($5M); by covered participants it is Mandarin Holdings LP 401(k) Plan in MN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Mandarin Holdings LP 401(k) Plan (MN) 238 · 0 off
- Treesmiths, LLC 401(k) Plan (PA) 238 · 0 off
- Critical Care Services, Inc. 401(k) Plan (MN) 238 · 0 off
- Culmen International, LLC 401(k) Profit Sharing Plan and Trust (VA) 238 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.