401(k) · DOL Form 5500 · 2022
Rhone Group LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 32
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $977,404
- Avg per participant High balance/head
Official DOL plan name: Rhone Group Retirement Trust · Sponsored by Rhone Group LLC · New York · Finance & Insurance
$31M in assets, 32 participants
Rhone Group LLC's Rhone Group Retirement Trust reported $31M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,766 in Finance & Insurance (9,261 peers)
Where Rhone Group Retirement Trust sits by assets
Rhone Group Retirement Trust sits in the top quartile of all filed plans by assets, $31M for 32 participants (~$977,404/participant), down 13.1% in 2022.
- #6,766
- in Finance & Insurance (9,261 peers)
- -13.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rhone Group Retirement Trust's outsized position by total assets
Rhone Group Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,276,925 Top 17% higher than 83% 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
Rhone Group Retirement Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rhone Group Retirement Trust is a small filing (32 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 133988050 · Rhone Group LLC PY 2022 · 401(k)
Rhone Group Retirement Trust · $31M · 32 · 83rd
- ASSETS $31M
- ASSETS 32
- ASSETS 83rd
- ASSETS 401(k)
- ASSETS near Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan
- ASSETS ind #6766
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 New York →
Rhone Group Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 133988050 |
| Plan Effective Date | 1996-05-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rhone Group LLC)
Sponsor-wide plan assets over time
All Rhone Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 18.72640293123445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $31M |
| 2023 | 1 | 33 | $39M |
| 2024 | 1 | 34 | $37M |
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
Rhone Group Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan in GA ($31M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 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.