401(k) · DOL Form 5500 · 2022

Rbr Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
292
Participants Below avg headcount
54th
Percentile by assets National rank
$20,663
Avg per participant Low balance/head
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Official DOL plan name: Rbr Alliance, Inc. 401(k) Plan · Sponsored by Rbr Alliance, Inc. · Indiana · Healthcare & Social Assistance

$6M in assets, 292 participants

Rbr Alliance, Inc.'s Rbr Alliance, Inc. 401(k) Plan reported $6M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #12,098 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Rbr Alliance, Inc. 401(k) Plan holds $6M for 292 participants - about $20,663 per participant, above the median plan by assets.

#12,098
in Healthcare & Social Assistance (20,060 peers)
-1.4%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rbr Alliance, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rbr Alliance, Inc. 401(k) Plan vs every filed plan by assets

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

$6,033,610 Top 46% higher than 54% 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

Rbr Alliance, Inc. 401(k) 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. Rbr Alliance, Inc. 401(k) Plan sits mid-pack in the medium band (292 participants).

EBSA filing schedule strip

Filing strip 841755614 · Rbr Alliance, Inc. PY 2022 · 401(k)

Rbr Alliance, Inc. 401(k) Plan · $6M · 292 · 54th

  • EBSA $6M
  • EBSA 292
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan
  • EBSA ind #12098

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 Indiana →

Rbr Alliance, Inc. 401(k) Plan in the asset neighbourhood

Rbr Alliance, Inc. 401(k) PlanRbr Alliance, Inc. 401(k) Pl…$6MPassalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing PlanPassalacqua, Mazzoni, Gladde…$6MSpay 401(k) Plan$6MStone Distributing Company 401 (K) PlanStone Distributing Company 4…$6MCorporate Flight Management, Inc. 401(k) PlanCorporate Flight Management,…$6M
End-of-year total assets ($M) among Rbr Alliance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$90K
Employer EIN841755614
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rbr Alliance, Inc.)

Sponsor-wide plan assets over time

All Rbr Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.551943198184834% vs 2022
2024 filing year
$5.8M$6M$6.2M$6.4M$6.6M$6.8M 202220232024 $6.03M $6.61M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 292 $6M
2023 1 320 $6M
2024 1 340 $7M

Nearby 401(k) Plans in Indiana

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

Rbr Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Rbr Alliance, Inc. 401(k) Plan, Total assets ($B): 0.00603361 · Participants: 292Rbr Alliance, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Rbr Alliance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Rbr Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Rbr Alliance, Inc. 401(k) Plan assets move in 2022?
Rbr Alliance, Inc. 401(k) Plan edged down modestly - down 1.4% during 2022, from $6M to $6M. Reported net income was -$90K.
How have Rbr Alliance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rbr Alliance, Inc.'s sponsor-wide assets grew 9.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Rbr Alliance, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan in CA ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Rbr Alliance, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M in assets).