401(k) · DOL Form 5500 · 2023

Redfield Financial Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$587,522
Avg per participant High balance/head
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Official DOL plan name: Redfield Financial Group 401(k) Plan · Sponsored by Redfield Financial Group, LLC · Michigan · Finance & Insurance

$4M in assets, 7 participants

Redfield Financial Group, LLC's Redfield Financial Group 401(k) Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,546 in Finance & Insurance (8,869 peers)

Redfield Financial Group, LLC multi-year trail

Redfield Financial Group, LLC's plans moved +38.5% in assets from 2022 to 2024; this filing shows Redfield Financial Group 401(k) Plan at $4M / 7 participants.

#2,546
in Finance & Insurance (8,869 peers)
+18.5%
assets growth YoY

Redfield Financial Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Redfield Financial Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,112,652 41st percentile higher than 41% of 127,068 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 2023

Redfield Financial Group 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Redfield Financial Group 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Redfield Financial Group 401(k) Plan reported net income rose from -$431K in the plan year 2022 filing to $642K in the plan year 2023 filing.
  • Redfield Financial Group 401(k) Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Redfield Financial Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 383398400 · Redfield Financial Group, LLC PY 2023 · 401(k)

Redfield Financial Group 401(k) Plan · $4M · 7 · 41st

  • VS-ST $4M
  • BOY 7
  • SCH 41st
  • EBSA 401(k)
  • PART near Marquee Cinemas 401(k) Profit Sharing Plan
  • TYPE ind #2546

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 Finance & Insurance retirement plans → · Plans in Michigan →

Redfield Financial Group 401(k) Plan in the asset neighbourhood

Redfield Financial Group 401(k) PlanRedfield Financial Group 401…$4MMarquee Cinemas 401(k) Profit Sharing PlanMarquee Cinemas 401(k) Profi…$4M21st Century Home Health Services 401(k) Profit Sharing and Trust21st Century Home Health Ser…$4MSra 401(k) Plan$4MAae 401(k) Retirement Plan$4M
End-of-year total assets ($M) among Redfield Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Redfield Financial Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Redfield Financial Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.50284618883805% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.47M $4.81M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 7 $4M
2024 1 7 $5M

Redfield Financial Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$642K
Employer EIN383398400
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Redfield Financial Group 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Redfield Financial Group 401(k) Plan, Total assets ($B): 0.004112652 · Participants: 7Redfield Financial Group 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Redfield Financial Group 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Redfield Financial Group 401(k) Plan side-by-side with 3 peers →

Redfield Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Marquee Cinemas 401(k) Profit Sharing Plan in WV ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Redfield Financial Group 401(k) Plan assets move in 2023? ▼
Redfield Financial Group 401(k) Plan grew sharply - up 18.5% during 2023, from $3M to $4M. Reported net income was $642K.
How have Redfield Financial Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Redfield Financial Group, LLC's sponsor-wide assets grew 38.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Redfield Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquee Cinemas 401(k) Profit Sharing Plan in WV ($4M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Redfield Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383398400.

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.