401(k) · DOL Form 5500 · 2022

Rfr Holding LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
83
Participants Small participant base
72nd
Percentile by assets National rank
$177,630
Avg per participant Above avg balance/head
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Official DOL plan name: Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rfr Holding LLC · New York · Real Estate

$15M in assets, 83 participants

Rfr Holding LLC's Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported $15M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,335 in Real Estate (5,057 peers)

Rfr Holding LLC multi-year trail

Rfr Holding LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Rfr Holding LLC 401(k) Profit Sharing Plan and Trust at $15M / 83 participants.

#4,335
in Real Estate (5,057 peers)
-10.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,743,271 Top 28% higher than 72% 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

Rfr Holding LLC 401(k) Profit Sharing Plan and 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. Rfr Holding LLC 401(k) Profit Sharing Plan and Trust is a small filing (83 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 133909425 · Rfr Holding LLC PY 2022 · 401(k)

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · $15M · 83 · 72nd

  • EOY $15M
  • 5500 83
  • ASSETS 72nd
  • PCT 401(k)
  • EIN near American Litho, Inc. 401(k) Plan
  • RANK ind #4335

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 Real Estate retirement plans → · Plans in New York →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rfr Holding LLC 401(k) Profit Sharing Plan and TrustRfr Holding LLC 401(k) Profi…$15MAmerican Litho, Inc. 401(k) PlanAmerican Litho, Inc. 401(k) …$15MViessman Group Employees 401(k) and Profit Sharing PlanViessman Group Employees 401…$15MPerformance Equity Management, LLC 401(k) PlanPerformance Equity Managemen…$15MTactical Air Support, Inc. Retirement PlanTactical Air Support, Inc. R…$15M
End-of-year total assets ($M) among Rfr Holding LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rfr Holding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rfr Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.193789356513896% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $20.8M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 83 $15M
2023 1 83 $19M
2024 1 84 $21M

Rfr Holding LLC filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN133909425
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rfr Holding LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014743271 · Participants: 83Rfr Holding LLC 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rfr Holding LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Litho, Inc. 401(k) Plan in IL ($15M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Rfr Holding LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 10.9% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Rfr Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfr Holding LLC's sponsor-wide assets grew 41.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Litho, Inc. 401(k) Plan in IL ($15M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 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 133909425.

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.