401(k) · DOL Form 5500 · 2022

Rj Western Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$97K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$97,110
Avg per participant Below avg balance/head
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Official DOL plan name: Rj Western Holdings Inc. 401(k) Plan · Sponsored by Rj Western Holdings Inc. · Illinois · Finance & Insurance

$97K in assets, 1 participants

Rj Western Holdings Inc.'s Rj Western Holdings Inc. 401(k) Plan reported $97K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 6th 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.

  • #338 in Finance & Insurance (9,261 peers)

Rj Western Holdings Inc. multi-year trail

Rj Western Holdings Inc.'s plans moved -96.3% in assets from 2022 to 2024; this filing shows Rj Western Holdings Inc. 401(k) Plan at $97K / 1 participant.

#338
in Finance & Insurance (9,261 peers)
-33.6%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rj Western Holdings Inc. 401(k) Plan among the smaller filed plans by assets

Rj Western Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$97,110 6th percentile higher than 6% 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

Rj Western Holdings Inc. 401(k) 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. Rj Western Holdings Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 863301443 · Rj Western Holdings Inc. PY 2022 · 401(k)

Rj Western Holdings Inc. 401(k) Plan · $97K · 1 · 6th

  • PHOTO $97K
  • PHOTO 1
  • PHOTO 6th
  • PHOTO 401(k)
  • PHOTO near Coastal Carolina Innovations, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #338

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 Finance & Insurance retirement plans → · Plans in Illinois →

Rj Western Holdings Inc. 401(k) Plan in the asset neighbourhood

Rj Western Holdings Inc. 401(k) PlanRj Western Holdings Inc. 401…$97KCoastal Carolina Innovations, Inc. 401(k) Profit Sharing PlanCoastal Carolina Innovations…$97KCentury 21 Discovery 401(k) PlanCentury 21 Discovery 401(k) …$97KThirty-Four Inc. 401(k) Plan$97KReese Marine and Manufacturing Corp. 401(k) PlanReese Marine and Manufacturi…$97K
End-of-year total assets ($M) among Rj Western Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rj Western Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rj Western Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 96.27020904129337% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $97K
2023 1 1 $5K
2024 1 1 $4K

Rj Western Holdings Inc. filing trail (2022)

Total Assets (Beginning of Year)$146K
Net Assets (End of Year)$97K
Net Income-$49K
Employer EIN863301443
Plan Effective Date2021-04-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rj Western Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rj Western Holdings Inc. 401(k) Plan, Total assets ($B): 0.00009711 · Participants: 1Rj Western Holdings Inc. 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Rj Western Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rj Western Holdings Inc. 401(k) Plan side-by-side with 3 peers →

Rj Western Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Coastal Carolina Innovations, Inc. 401(k) Profit Sharing Plan in SC ($97K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Rj Western Holdings Inc. 401(k) Plan assets move in 2022? ▼
Rj Western Holdings Inc. 401(k) Plan contracted severely - down 33.6% during 2022, from $146K to $97K. Reported net income was -$49K.
How have Rj Western Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rj Western Holdings Inc.'s sponsor-wide assets declined 96.3%, from $97K to $4K.
Where does Rj Western Holdings Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rj Western Holdings Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rj Western Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal Carolina Innovations, Inc. 401(k) Profit Sharing Plan in SC ($97K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Rj Western Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 863301443.

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.