401(k) · DOL Form 5500 · 2022

R & J Investment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
44th
Percentile by assets National rank
$29,190
Avg per participant Low balance/head
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Official DOL plan name: Avon Oaks Caring Community Retirement Plan · Sponsored by R & J Investment Co., Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 124 participants

R & J Investment Co., Inc.'s Avon Oaks Caring Community Retirement Plan reported $4M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #9,749 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Avon Oaks Caring Community Retirement Plan covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#9,749
in Healthcare & Social Assistance (20,060 peers)
-18.2%
assets change YoY

The plan reported a net loss of $806K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avon Oaks Caring Community Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Avon Oaks Caring Community Retirement Plan vs every filed plan by assets

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

$3,619,586 44th percentile higher than 44% 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

Avon Oaks Caring Community 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. Avon Oaks Caring Community Retirement Plan sits mid-pack in the medium band (124 participants).

Published 5500 schedule card

Filing strip 340968965 · R & J Investment Co., Inc. PY 2022 · 401(k)

Avon Oaks Caring Community Retirement Plan · $4M · 124 · 44th

  • NET $4M
  • NET 124
  • NET 44th
  • NET 401(k)
  • NET near Illinois Shotokan Karate, Inc. 401(k) Profit Sharing Plan
  • NET ind #9749

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Avon Oaks Caring Community Retirement Plan in the asset neighbourhood

Avon Oaks Caring Community Retirement PlanAvon Oaks Caring Community R…$4MIllinois Shotokan Karate, Inc. 401(k) Profit Sharing PlanIllinois Shotokan Karate, In…$4MTri J Packaging, Inc. Retirement PlanTri J Packaging, Inc. Retire…$4MTeam Lyders Retirement Plan$4M401(k) Plan for Foxrock Ranch, LLC401(k) Plan for Foxrock Ranc…$4M
End-of-year total assets ($M) among Avon Oaks Caring Community Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$806K
Employer EIN340968965
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & J Investment Co., Inc.)

Sponsor-wide plan assets over time

All R & J Investment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.051426323341951% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.62M $3.51M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 124 $4M
2023 1 123 $4M
2024 1 122 $4M

Nearby 401(k) Plans in Ohio

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

Avon Oaks Caring Community Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Avon Oaks Caring Community Retirement Plan, Total assets ($B): 0.003619586 · Participants: 124Avon Oaks Caring Community Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Avon Oaks Caring Community Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Avon Oaks Caring Community Retirement Plan side-by-side with 3 peers →

Avon Oaks Caring Community Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Illinois Shotokan Karate, Inc. 401(k) Profit Sharing Plan in IL ($4M); by covered participants it is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Avon Oaks Caring Community Retirement Plan assets move in 2022? ▼
Avon Oaks Caring Community Retirement Plan declined sharply - down 18.2% during 2022, from $4M to $4M. Reported net income was -$806K.
How have R & J Investment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & J Investment Co., Inc.'s sponsor-wide assets declined 3.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Avon Oaks Caring Community Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Shotokan Karate, Inc. 401(k) Profit Sharing Plan in IL ($4M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Avon Oaks Caring Community Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mp Biomedicals, Inc. Retirement Savings Plan in CA (124 participants, $9M 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 340968965.

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.