401(k) · DOL Form 5500 · 2022

Ron Jon Surf Shop of Fla., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
197
Participants Below avg headcount
72nd
Percentile by assets National rank
$74,747
Avg per participant Below avg balance/head
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Official DOL plan name: Ron Jon Savings and Investment Plan · Sponsored by Ron Jon Surf Shop of Fla., Inc. · Florida · Retail Trade

$15M in assets, 197 participants

Ron Jon Surf Shop of Fla., Inc.'s Ron Jon Savings and Investment Plan reported $15M in total assets and 197 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.

  • #7,862 in Retail Trade (9,519 peers)

Coverage in Florida

Ron Jon Savings and Investment Plan covers 197 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $15M.

#7,862
in Retail Trade (9,519 peers)
-18.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ron Jon Savings and Investment Plan's outsized position by total assets

Ron Jon Savings and Investment Plan vs every filed plan by assets

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

$14,725,140 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

Ron Jon Savings and Investment 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. Ron Jon Savings and Investment Plan sits mid-pack in the medium band (197 participants).

Published 5500 schedule card

Filing strip 591207389 · Ron Jon Surf Shop of Fla., Inc. PY 2022 · 401(k)

Ron Jon Savings and Investment Plan · $15M · 197 · 72nd

  • VS-ST $15M
  • VS-ST 197
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Cvc Advisors (U.S.) Inc. Retirement Plan
  • VS-ST ind #7862

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 Florida →

Ron Jon Savings and Investment Plan in the asset neighbourhood

Ron Jon Savings and Investment PlanRon Jon Savings and Investme…$15MMann Gelon Glodney Gumerove Yee, LLP 401(k) PlanMann Gelon Glodney Gumerove …$15MVanburen Ross Lemons, M.D., a Neurological Medical Corporation 401(k) Profit Sharing PlanVanburen Ross Lemons, M.D., …$15MCvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$15MFitchburg Welding 401(k) Profit Sharing PlanFitchburg Welding 401(k) Pro…$15M
End-of-year total assets ($M) among Ron Jon Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN591207389
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ron Jon Surf Shop of Fla., Inc.)

Sponsor-wide plan assets over time

All Ron Jon Surf Shop of Fla., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.4759846086353% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.8M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 197 $15M
2023 1 248 $17M
2024 1 281 $20M

Nearby 401(k) Plans in Florida

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

Ron Jon Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ron Jon Savings and Investment Plan, Total assets ($B): 0.01472514 · Participants: 197Ron Jon Savings and Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ron Jon Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Ron Jon Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cvc Advisors (U.S.) Inc. Retirement Plan in NY ($15M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Ron Jon Savings and Investment Plan assets move in 2022?
Ron Jon Savings and Investment Plan declined sharply - down 18.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Ron Jon Surf Shop of Fla., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ron Jon Surf Shop of Fla., Inc.'s sponsor-wide assets grew 34.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Ron Jon Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Cvc Advisors (U.S.) Inc. Retirement Plan in NY ($15M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Ron Jon Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).