401(k) · DOL Form 5500 · 2022

R & R Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
188
Participants Below avg headcount
87th
Percentile by assets National rank
$250,133
Avg per participant Above avg balance/head
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Official DOL plan name: R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by R & R Insurance Services, Inc. · Wisconsin · Finance & Insurance

$47M in assets, 188 participants

R & R Insurance Services, Inc.'s R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported $47M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,404 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan covers 188 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $47M.

#7,404
in Finance & Insurance (9,261 peers)
-22.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,024,912 Top 13% higher than 87% 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

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & R Insurance Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).

EBSA filing schedule strip

Filing strip 391230987 · R & R Insurance Services, Inc. PY 2022 · 401(k)

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · $47M · 188 · 87th

  • TYPE $47M
  • NET 188
  • BOOK 87th
  • VS-ST 401(k)
  • BOY near Future Foam Inc 401(k) Ps Retirement Plan
  • SCH ind #7404

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 Wisconsin →

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Construction Administration Network, LLC Employee Savings & Prevailing Wage PlanConstruction Administration …$47MMonmouth Cardiology Associates, LLC 401(k) PlanMonmouth Cardiology Associat…$47MKeystone Human Services 401(k) Retirement PlanKeystone Human Services 401(…$47MR & R Insurance Services, Inc. 401(k) Profit Sharing PlanR & R Insurance Services, In…$47MFuture Foam Inc 401(k) Ps Retirement PlanFuture Foam Inc 401(k) Ps Re…$47M
End-of-year total assets ($M) among R & R Insurance Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$47M
Net Income-$13M
Employer EIN391230987
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & R Insurance Services, Inc.)

Sponsor-wide plan assets over time

All R & R Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 24.57113582689958% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47M $58.6M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 188 $47M
2023 1 190 $52M
2024 1 214 $59M

Nearby 401(k) Plans in Wisconsin

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

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants R & R Insurance Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.047024912 · Participants: 188R & R Insurance Services, Inc. 401(k) Profit Sharing PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare R & R Insurance Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Future Foam Inc 401(k) Ps Retirement Plan in IA ($47M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 R & R Insurance Services, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan declined sharply - down 22.2% during 2022, from $60M to $47M. Reported net income was -$13M.
How have R & R Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & R Insurance Services, Inc.'s sponsor-wide assets grew 24.6%, from $47M to $59M.
Where does R & R Insurance Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan ranks in the 87th 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 401(k) plans are similar in size to R & R Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Future Foam Inc 401(k) Ps Retirement Plan in IA ($47M, 1,149 participants).
Which 401(k) plans cover a similar participant headcount to R & R Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, 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 391230987.

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.