401(k) · DOL Form 5500 · 2022

R M Palmer Company Investment Opportunity Plan

Data updated 2026-05-15

$47M
Total assets
574
Participants
87th
Percentile by assets
$81,304
Avg per participant

Sponsored by R M Palmer Company · Pennsylvania · Manufacturing

What the 2022 filing shows

R M Palmer Company Investment Opportunity Plan holds $47M for 574 participants - about $81,304 per participant, in the top quartile of all filed plans by assets, down 18.7% over the 2022 plan year.

$47M
total plan assets (2022 EOY)
574
covered participants
87th
percentile by assets (of 139,258 plans)
$81,304
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Manufacturing

401(k) · DOL Form 5500 · 2022

What the Filing Says About R M Palmer Company Investment Opportunity Plan

R M Palmer Company Investment Opportunity Plan is a 401(k) retirement plan sponsored by R M Palmer Company, headquartered in Pennsylvania. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $47M in total end-of-year assets and covers 574 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 232106938, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $57M at the beginning of 2022 to $47M at year-end - down 18.7%. Net assets (after liabilities) closed the year at $47M, with reported net income of -$11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

By assets, R M Palmer Company Investment Opportunity Plan outranks 87% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank R M Palmer Company Investment Opportunity Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$47M
Net Assets (End of Year)$47M
Net Income-$11M
Plan Type401(k)
Employer EIN232106938
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the R M Palmer Company Investment Opportunity Plan?
As of the 2022 Form 5500 filing, R M Palmer Company Investment Opportunity Plan holds $47M in total assets with 574 participants. It is sponsored by R M Palmer Company.
What type of plan is R M Palmer Company Investment Opportunity Plan?
R M Palmer Company Investment Opportunity Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 232106938.
Who sponsors the R M Palmer Company Investment Opportunity Plan?
R M Palmer Company Investment Opportunity Plan is sponsored by R M Palmer Company, located in Pennsylvania. The sponsor's EIN is 232106938 and the plan operates in the Manufacturing industry.
How did R M Palmer Company Investment Opportunity Plan perform in 2022?
R M Palmer Company Investment Opportunity Plan declined sharply - down 18.7% during 2022, moving from $57M to $47M in total assets. Net income was -$11M.

What this filing means

Ways to act on R M Palmer Company Investment Opportunity Plan's numbers.

  • By total assets, R M Palmer Company Investment Opportunity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 232106938.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.