401(k) · DOL Form 5500 · 2023

Rtr Financial Services Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
228
Participants Below avg headcount
51st
Percentile by assets National rank
$30,185
Avg per participant Low balance/head
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Official DOL plan name: Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Rtr Financial Services Inc · New York · Information & Media

$7M in assets, 228 participants

Rtr Financial Services Inc's Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,018 in Information & Media (2,818 peers)

Coverage in New York

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,018
in Information & Media (2,818 peers)
+43.9%
assets growth YoY

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Information & Media and all filers

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,882,237 Top 49% higher than 51% 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

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$367K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 238 in the plan year 2022 filing to 228 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134032618 · Rtr Financial Services Inc PY 2023 · 401(k)

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · $7M · 228 · 51st

  • BOY $7M
  • SCH 228
  • EBSA 51st
  • PART 401(k)
  • TYPE near Ips - Mc 401(k) Retirement Savings Plan
  • NET ind #1018

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 Information & Media retirement plans → · Plans in New York →

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rtr Financial Services Inc 401(k) Profit Sharing Plan & TrustRtr Financial Services Inc 4…$7MIps - Mc 401(k) Retirement Savings PlanIps - Mc 401(k) Retirement S…$7MGottsch Employers Group 401(k) PlanGottsch Employers Group 401(…$7MMcdermott-Lasalle L.L.C. 401(k) Profit Sharing Plan & TrustMcdermott-Lasalle L.L.C. 401…$7MPrince, Inc. Savings & Profit Sharing PlanPrince, Inc. Savings & Profi…$7M
End-of-year total assets ($M) among Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN134032618
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rtr Financial Services Inc)

Sponsor-wide plan assets over time

All Rtr Financial Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$8M 76.33267858591282% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $4.78M $8.43M ▲ +76.4%
Year Plans Participants Total Assets
2022 1 238 $5M
2023 1 228 $7M
2024 1 287 $8M

Nearby 401(k) Plans in New York

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

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006882237 · Participants: 228Rtr Financial Services Inc 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ips - Mc 401(k) Retirement Savings Plan in TX ($7M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust surged - up 43.9% during 2023, from $5M to $7M. Reported net income was $2M.
How have Rtr Financial Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rtr Financial Services Inc's sponsor-wide assets grew 76.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ips - Mc 401(k) Retirement Savings Plan in TX ($7M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cam Properties 401(k) Plan in AZ (228 participants, $2M 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 134032618.

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.