Other · DOL Form 5500 · 2022

Rm Resources, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
94
Participants Small participant base
78th
Percentile by assets National rank
$225,209
Avg per participant Above avg balance/head
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Official DOL plan name: Rm Resources Employee Stock Ownership Plan · Sponsored by Rm Resources, Inc. · Wisconsin · Professional & Technical Services

$21M in assets, 94 participants

Rm Resources, Inc.'s Rm Resources Employee Stock Ownership Plan reported $21M in total assets and 94 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,908 in Professional & Technical Services (21,562 peers)

Where Rm Resources Employee Stock Ownership Plan sits by assets

Rm Resources Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $21M for 94 participants (~$225,209/participant), up 18.8% in 2022.

#16,908
in Professional & Technical Services (21,562 peers)
+18.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Rm Resources Employee Stock Ownership Plan's outsized position by total assets

Rm Resources Employee Stock Ownership Plan vs every filed plan by assets

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

$21,169,670 Top 22% higher than 78% 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

Rm Resources Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rm Resources Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 844068217 · Rm Resources, Inc. PY 2022 · Other

Rm Resources Employee Stock Ownership Plan · $21M · 94 · 78th

  • BOY $21M
  • SCH 94
  • EBSA 78th
  • PART Other
  • TYPE near Samaritan Healthcare & Hospice, Inc. 403(b) Plan
  • NET ind #16908

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 Wisconsin →

Rm Resources Employee Stock Ownership Plan in the asset neighbourhood

The Stony Brook School Defined Contribution PlanThe Stony Brook School Defin…$21MAfs-USA 403(b)Plan$21MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$21MSamaritan Healthcare & Hospice, Inc. 403(b) PlanSamaritan Healthcare & Hospi…$21MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$21M
End-of-year total assets ($M) among Rm Resources Employee Stock Ownership Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN844068217
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rm Resources, Inc.)

Sponsor-wide plan assets over time

All Rm Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 25.61631333884751% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.6M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 94 $21M
2023 1 111 $24M
2024 1 109 $27M

Nearby Other Plans in Wisconsin

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

Rm Resources Employee Stock Ownership Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Rm Resources Employee Stock Ownership Plan, Total assets ($B): 0.02116967 · Participants: 94Rm Resources Employee Stock Ownership PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.017144493 · Participants: 6020The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.081877556 · Participants: 1679University of Wisconsin Medical Foundation Physicians Retirement PlanMarquette University Retirement Plan, Total assets ($B): 0.77906567 · Participants: 2039Marquette University Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital and Health System Shared Retirement Savings Plan
Rm Resources Employee Stock Ownership Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Rm Resources Employee Stock Ownership Plan side-by-side with 3 peers →

Rm Resources Employee Stock Ownership Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ ($21M); by covered participants it is North, Inc. Employee Savings Plan in PA (94 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Rm Resources Employee Stock Ownership Plan assets move in 2022? ▼
Rm Resources Employee Stock Ownership Plan grew sharply - up 18.8% during 2022, from $18M to $21M. Reported net income was $3M.
How have Rm Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rm Resources, Inc.'s sponsor-wide assets grew 25.6%, from $21M to $27M.
Where does Rm Resources Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Rm Resources Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Rm Resources Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by assets is Samaritan Healthcare & Hospice, Inc. 403(b) Plan in NJ ($21M, 377 participants).
Which Other plans cover a similar participant headcount to Rm Resources Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (94 participants, $1M 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 844068217.

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.