Other · DOL Form 5500 · 2022

Rm Resources, Inc. Retirement Plan

Data updated 2026-08-11

$21M
Total assets
94
Participants
78th
Percentile by assets
$225,209
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$21M
total plan assets (2022 EOY)
94
covered participants
78th
percentile by assets (of 139,126 plans)
$225,209
avg assets per participant

Where Rm Resources Employee Stock Ownership Plan sits 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 $2,010,000,000 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 vs the 2022 asset distribution

By assets, Rm Resources Employee Stock Ownership Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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.)

$20M$22M$24M$26M$28M 202220232024 $21.2M $26.6M ▲ +25.6%
Total plan assets by year, all Rm Resources, Inc. plans on file
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 ($B) Participants Rm Resources Employe…, Total assets ($B): 0.02116967 · Participants: 94Rm Resources Employe…The Medical College …, Total assets ($B): 2.017144493 · Participants: 6020The Medical College …Froedtert Health, In…, Total assets ($B): 1.525928324 · Participants: 13617Froedtert Health, In…University of Wiscon…, Total assets ($B): 1.081877556 · Participants: 1679University of Wiscon…Marquette University…, Total assets ($B): 0.77906567 · Participants: 2039Marquette University…Children's Hospital …, Total assets ($B): 0.760032545 · Participants: 5299Children's Hospital …
Rm Resources Employee Stock Ownership Plan vs. nearby Other plans in Wisconsin, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Rm Resources Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Rm Resources Employee Stock Ownership Pl…

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