Profit Sharing · DOL Form 5500 · 2022

The Retail Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$538K
Total assets Small plan by assets
502
Participants Below avg headcount
19th
Percentile by assets National rank
$1,072
Avg per participant Low balance/head
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Official DOL plan name: The Retail Group Retirement Plan · Sponsored by The Retail Group, Inc. · Puerto Rico · Retail Trade

$538K in assets, 502 participants

The Retail Group, Inc.'s The Retail Group Retirement Plan reported $538K in total assets and 502 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,673 in Retail Trade (9,519 peers)

Coverage in Puerto Rico

The Retail Group Retirement Plan covers 502 participants in Puerto Rico, 5.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $538K.

#2,673
in Retail Trade (9,519 peers)
-14.1%
assets change YoY

The plan reported a net loss of $88K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Retail Group Retirement Plan among the smaller filed plans by assets

The Retail Group Retirement Plan vs every filed plan by assets

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

$537,898 19th percentile higher than 19% 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

The Retail Group Retirement 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. The Retail Group Retirement Plan sits mid-pack in the medium band (502 participants).

EBSA filing schedule strip

Filing strip 660676884 · The Retail Group, Inc. PY 2022 · Profit Sharing

The Retail Group Retirement Plan · $538K · 502 · 19th

  • PCT $538K
  • EIN 502
  • RANK 19th
  • PHOTO Profit Sharing
  • IND near Rapideer, Inc. Profit Sharing Plan
  • EOY ind #2673

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 Retail Trade retirement plans → · Plans in Puerto Rico →

The Retail Group Retirement Plan in the asset neighbourhood

The Retail Group Retirement PlanThe Retail Group Retirement …$538KRapideer, Inc. Profit Sharing PlanRapideer, Inc. Profit Sharin…$538K4j Wellness, Inc. Retirement Plan4j Wellness, Inc. Retirement…$538KBrenner & Assoc Accy Corp Profit Sharing PlanBrenner & Assoc Accy Corp Pr…$538KEmpellor Marketing Systems, Inc. Profit Sharing PlanEmpellor Marketing Systems, …$538K
End-of-year total assets ($M) among The Retail Group Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$626K
Net Assets (End of Year)$538K
Net Income-$88K
Employer EIN660676884
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Retail Group, Inc.)

Sponsor-wide plan assets over time

All The Retail Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 93.15130377878333% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.54M $1.04M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 502 $538K
2023 1 588 $783K
2024 1 583 $1M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Retail Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants The Retail Group Retirement Plan, Total assets ($M): 0.537898 · Participants: 502The Retail Group Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
The Retail Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

The Retail Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Rapideer, Inc. Profit Sharing Plan in NY ($538K); by covered participants it is The Toledo Zoological Society Employees Retirement Plan in OH (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 The Retail Group Retirement Plan assets move in 2022?
The Retail Group Retirement Plan pulled back noticeably - down 14.1% during 2022, from $626K to $538K. Reported net income was -$88K.
How have The Retail Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Retail Group, Inc.'s sponsor-wide assets grew 93.2%, from $538K to $1M.
Where does The Retail Group Retirement Plan rank by assets among Form 5500 filers?
The Retail Group Retirement Plan ranks in the 19th 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 Profit Sharing plans are similar in size to The Retail Group Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Rapideer, Inc. Profit Sharing Plan in NY ($538K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to The Retail Group Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is The Toledo Zoological Society Employees Retirement Plan in OH (502 participants, $20M in assets).